Training and Documentation Specialist

Company: The Rockridge Group
Location: New York City
Posted on: February 13, 2026

Job Description:

Job Description Job Description Job Title: Training & Documentation Specialist Location: 330 Madison Avenue, NY Duration: 3-6 Months CTH Job Summary: Company X’s IT System and CRM team has been tasked with helping to design and roll out the business facilitation software, (DealCloud, across the firm). In order to do this successfully to over 500 users, we are looking to add a motivated technology enthusiast and natural mentor and teacher to join our rapidly growing team. Your role: In charge of training and documentation for all aspects of the DealCloud product and investment banking processes. With our rollout scheduled to start before the end of the year, you will document all processes that will be transitioning and creating training modules together in partnership with our software vendor. We intend on having a mixed training plan with written, videos, in person sessions in small group and large groups as well as individual training as well as general training and process or module focused training Qualifications Bachelor’s degree Prior teaching or mentoring experienced required or a degree in the educational field Excellent interpersonal communication skills, both written and verbal, speaking to technical and non-technical business users Self-starter with the foresight to identify and execute next steps to see projects through to completion Ability to adapt to changing demands and business requirements Familiarity with Dealcloud a plus but not required. Extensive training will be provided Experience running demos and teaching software to a wide array of constituents at different level of comfort with technology a plus Familiar with Investment Banking, Finance and Accounting concepts and nomenclature a plus Experience and solid understanding of relational databases, SQL, API and system integrations or Data Science a plus

Keywords: The Rockridge Group, Lower Merion , Training and Documentation Specialist, IT / Software / Systems , New York City, Pennsylvania