Senior Instructional Designer (Sales)

PlanSource is a high-growth software company headquartered in Orlando, Florida with offices in Salt Lake City and Bangaluru. We need a passionate Sr. Instructional Designer to identify, design and deliver high-impact sales training solutions. We are looking for highly effective, fun, and innovative ways to make training stick to empower all end-users and maximize their ability to leverage our platform and products.

About the Sr. Instructional Designer

Are you driven by the need to empower others, thrive in a dynamic atmosphere, love a challenge, and get your thrills by breaking the traditional training mold? If so, then we want to talk to you! As our Instructional Designer, you are inquisitive, a problem solver, creative thinker, collaborator and tireless in your pursuit of providing engaging learning activities in support business goals. You also have experience working on multiple projects with several stakeholders at the same time to revise and/or create innovative learning experiences such as instructor-led training, e-learning modules, role plays, case studies, etc. from the ground up.

This position will report to the Director of Learning and Development.

This position will partner with Sales Leaders and other internal stakeholders, diagnose performance issues and learning needs, identify appropriate training-based solutions, and develop learning frameworks and curricula to facilitate achievement of the business unit’s goals. You will have the opportunity to be part of a newly developing sales onboarding program, which is designed to provide ongoing developmental training opportunities for various roles, but especially for sales and sales leadership roles. This role will be responsible for implementing thestrategic vision that ensures innovative, high-quality training opportunities are delivered with precision.

No two days will be the same for our Sr. Instructional Designer and these will be your primary responsibilities:

• Designs, develops, and delivers learning solutions, leveraging tested instructional design theories, practices, and methods to create learning activities that are engaging, activity-based, and results-oriented.
• Works with key sales stakeholders to define scope of learning experiences, clarify learning objectives, identify subject-matter experts, timeline, and projected outcomes.
• Experience with principles of Knowledge Management and content assessments in support of Change Management
• Proven skill with formal mass communications outlining key updates in support of change management
• Knowledge of Configure Price Quote (CPQ) or other price quoting tools
• Experience in developing training materials for entire end-to-end sales processes; including new hire onboarding program, systems training (Salesforce), sales value proposition, deals and management processes for various sales roles and divisions.
• Creates solutions that satisfy the needs of a diverse set of learners (e.g. instructor-led, webinars, videos, online courses, quick reference guides, job aids, performance support walkthroughs, etc.)
• Drive high performing sales culture through learning solutions.
• Implement tools to track the results of learning experiences (i.e. assessments, quizzes, rubrics, evaluation strategies). Makes recommendations based on these measurements to improve quality of training programs.
• Drives effective project management in all projects through the identification of scope, key stakeholders, RACI models, timelines, and issues/resolution logs.
• Support additional Learning and Development team projects, programs, initiatives, and development, as required.

About you:

As an Sr. Instructional Designer, you are grounded in the learner experience and passionately advocate for their needs based on your sound understanding and application of adult learning theory. You simply don’t just envision solutions; you will be the one to roll up your sleeves and drive to get it done. We have a fast-paced culture and to be successful here, you must love to learn, flexible with changing priorities, a true collaborator, and an innovative thinker. You are the kind of person who has a focus on results and loves to inspire and empower people. Below are the primary qualifications/skills required to be considered for the role:

• One to three years’ experience working in Benefits Administration, Benefits Ecosystem and/or SAAS technology.
• Bachelor’s degree from a four-year college or university in instructional design
• 5-7 years’ experience in instructional design with facilitation experience
• You don’t just know the principles of adult learning theory, you know how, when and why to apply the appropriate tactics and have examples to prove it
• Technology plays a big part in your training approach therefore you are more than familiar with e-learning authoring tools such as Adobe Captivate, Premier Pro, Vyond, Articulate 360 Suite, etc. You also bring to the table a solid understanding of additional digital learning tools and strategies.
• You are part detective as you are skilled at conducting training needs analyses, creating learning objectives and content to solve forperformance gaps and align to business goals.
• Who’s afraid of change? Not you! In fact, you embrace it, and efficiently learn all its impacts and champion it forward to others.
• You possess a strong sense of urgency in driving projects to completion.
• You are not a silo; hence you enjoy working with people and across functional teams.
• Possess outstanding communication and relationship skills and fearless in your ability to facilitate conversations with leaders and SMEs in support of building right fit learning solutions.
• Command of project management tactics, inclusive of but not limited to prioritization, negotiation, multi-tasking, etc.

The following desired qualifications will greatly enhance the success of this position

• Previous experience Salesforce and building simulations in a sandbox environment.
• Previous experience and or knowledge of GTM selling principles and the ability to understand the challenges that the sales team encounters is a plus.

What We Offer:

• Great benefits package, including a full suite of health benefits, a generous 401(k) Plan, unlimited PTO, paid parental leave, a strong rewards and recognition program, and a focus on mental health and well-being.
• An inclusive environment with Employee Resource Groups to join, volunteering days and the ability to donate to organizations of your choice through our recognition platform.
• The opportunity to work for a fast growing, established technology company, but work side-by-side with a small, dynamic team of talented professionals.
• Fast-paced environment with big goals and the opportunity to make a big impact.

Top five reasons to come to PlanSource:

#5: Join the Vista Family. In March 2019, Vista Equity Partners acquired PlanSource, marking a new phase of growth. Vista’s portfolio of technology and software companies collectively make up the 4th largest software ecosystem in the world.

#4: PlanSource is highly rated with our customers. Be proud of our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs.

#3: Success is rewarded. With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, employee recognitions, and a commitment to wellbeing.

#2: You can grow and develop professionally. PlanSource has a great track record of internal promotions within the company and offering development plans and tracks to pursue your personal and professional goals.

#1: Share our values. Be part of a team that values diversity and representation in all levels of the organization. Be part of a team that gives back to local communities and is actively aware of their social and environmental impact.

PlanSource is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. Our employees are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities, and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well.