Senior Smartsheet Expert & Technical Trainer

Role Summary We are seeking a highly skilled Smartsheet Subject Matter Expert (SME) & Trainer with 6 to 8 years of experience to lead our platform enablement and solution architecture. In this dual-capability role, you will serve as both our internal technical architect and lead instructor. You will be responsible for designing and optimizing enterprise Smartsheet solutions while conducting comprehensive Knowledge Transfer (KT) sessions, hands-on workshops, and training programs for our cross-functional teams. The ideal candidate can confidently guide users across all skill levels—from basic sheet navigation to complex automated portfolio management. Key Responsibilities 1. Team Training & Knowledge Transfer (KT) Curriculum Design: Build structured, end-to-end training modules covering fundamental to advanced Smartsheet functionality (Sheets, Forms, Automations, Reports, and Dashboards). Live Interactive Training: Lead live KT sessions, hands-on workshops, onboarding bootcamps, and weekly Q&A "office hours" for cross-functional teams. Documentation & Enablement Assets: Create clear SOPs, video walkthroughs, template guides, and best-practice cheat sheets tailored to internal business operations. Skill Assessment: Evaluate team proficiency post-training, address adoption gaps, and establish continuous learning paths for power users. 2. Solution Design & Architecture End-to-End Implementation: Design, build, and deploy scalable sheets, intake forms, automated approval workflows, dynamic reports, and executive dashboards. Advanced Logic & Formulas: Write and maintain complex formulas (e.g., INDEX/MATCH, COLLECT, nested IF logic, cross-sheet references) to eliminate manual data entry. Premium Capabilities: Configure and manage advanced Smartsheet add-ons and premium tools, including Control Center, Data Shuttle, Dynamic View, DataMesh, and Resource Management. 3. Platform Administration & Governance System Architecture: Establish workspace structures, folder organization, naming conventions, and enterprise-wide access/permissions guidelines. User Management & Security: Manage licenses, account permissions, data retention, and security compliance across departments. Process Optimization: Audit existing business processes and transition manual spreadsheets or email workflows into streamlined Smartsheet systems. Required Qualifications & Skills Experience 6 to 8 years of hands-on experience designing, administering, and managing complex Smartsheet environments. Proven track record of conducting technical training, adult learning, or structured Knowledge Transfer (KT) programs for technical and non-technical audiences. Solid understanding of Project & Portfolio Management (PPM) frameworks and workflow optimization. Technical Skills Deep expertise in core Smartsheet features: sheet design, sheet summary, cross-sheet references, conditional formatting, and multi-tier automation triggers. Hands-on mastery of advanced tools: Control Center, Data Shuttle, Dynamic View, DataMesh, and system integrations (APIs/Connectors). High proficiency in rollup reporting and creating C-suite level executive dashboards. Soft Skills Exceptional Communication: Ability to translate technical terminology into clear, engaging concepts for everyday business users. Patience & Mentorship: Passionate about coaching others, troubleshooting user errors, and encouraging platform adoption. Analytical Problem-Solving: Ability to evaluate legacy business workflows and engineer efficient digital replacements. Preferred Certifications & Bonus Points Smartsheet Certified Professional or Smartsheet Certified Architect (Strongly preferred). Certified Technical Trainer (CTT+), ATD Adult Learning, or equivalent instructional design background. Project Management certifications (PMP, PMI-ACP, or Certified ScrumMaster).