What are the responsibilities and job description for the Digital Tools Enablement Specialist position at Desert Financial Credit Union?
The Digital Tools Enablement Specialist is an individual contributor responsible for increasing awareness, adoption, and effective use of digital tools across the organization. This role focuses on hands-on enablement, including user training, user groups, webinars, and day-to-day support for tools like Copilot, Agents, Microsoft Teams, Power Automate, Microsoft Forms, SharePoint, and OneDrive.
The specialist will also monitor usage and adoption metrics, identify opportunities to improve utilization, and help ensure digital tools are used consistently, securely, and in alignment with established standards in partnership in solutioning with SwitchThink partners.
What you will do here:
Adoption & Enablement
Usage Monitoring & Reporting – 10%
Bachelor's degree in Information Technology, Computer Science, Business Information Systems, or a related field preferred.
Equivalent Combination Of Education And Experience Required.
2 years of hands‑on experience with Microsoft tools preferable in a support, enablement, or business operations role required.
2 years of experience delivering training sessions, webinars, or user support required.
1 year of practical experience using Microsoft Teams, Power Automate, Microsoft Forms, SharePoint, and OneDrive required.
Working knowledge of Microsoft Copilot and AI Agents required.
Experience working in a highly collaborative, cross‑functional environment required.
Experience working with usage data, dashboards, or basic reporting required.
Technical Skills
Proficiency across Microsoft 365 suite (Teams, SharePoint, OneDrive, Forms, Lists)
Working knowledge of Microsoft Copilot and AI Agents
Power Automate — ability to build and support low-code/no-code workflows
Familiarity with Microsoft 365 Admin Center and usage/adoption reporting
Basic understanding of governance, compliance, and security standards within M365 required.
Training & Enablement Skills
Facilitation skills — user groups, webinars, lunch-and-learns, and live demos
Ability to translate technical capabilities into practical, business-relevant guidance
Documentation skills — how-to guides, FAQs, use cases, and best-practice content
Ability to assess user skill levels and tailor training accordingly required.
Analytical & Reporting Skills
Ability to monitor and interpret usage and adoption metrics
Experience creating adoption summaries and presenting insights to stakeholders thru dashboards or basic reporting
Identifying utilization trends and recommending improvements; continuous improvement mindset required.
Collaboration & Communication Skills
Strong written and verbal communication skills with the ability to explain technical concepts in simple terms
Ability to work cross-functionally with business users, SwitchThink IT, and governance partners
Comfortable serving as a day-to-day point of contact and trusted resource required.
Organizational Skills
Ability to manage multiple initiatives simultaneously (training calendar, documentation, reporting, automation support)
Self-directed and able to prioritize independently as an individual contributor
Detail-oriented for documentation, lifecycle management, and governance tracking required.
Microsoft tools certifications preferred.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
For additional information about our organization, careers, and benefits visit: http://www.desertfinancial.com/careers.
The specialist will also monitor usage and adoption metrics, identify opportunities to improve utilization, and help ensure digital tools are used consistently, securely, and in alignment with established standards in partnership in solutioning with SwitchThink partners.
What you will do here:
Adoption & Enablement
- Support day-to-day adoption of digital tools, like Copilot, Agents, Microsoft Teams, Power Automate, Microsoft Forms, SharePoint, Lists, and OneDrive
- Organize and facilitate user groups, training sessions, webinars, lunch-and-learns, and product demos in partnership with SwitchThink.
- Understand business needs and provide practical guidance and support to end users on how to use Microsoft Tools effectively in their daily work
- Collaborate with SwitchThink partners to solve business needs
- Create and maintain how-to guides, FAQs, use cases, and best-practice documentation
- Serve as a functional point of contact for user questions related to digital tools capabilities and usage
- Help identify simple workflow and process improvement opportunities
- Support testing, documentation, and rollout of approved solutions
- Encourage reuse of proven use cases
Usage Monitoring & Reporting – 10%
- Create governance in partnership with SwitchThink in setting up user group community to implement best practices and support across the organization
- Monitor usage and adoption metrics across tools and user populations
- Track adoption trends, tool utilization, and engagement from training activities
- Partner with SwitchThink to maintain visibility into tool usage
- Provide regular usage summaries and insights to stakeholders and leadership
- Follow established governance, security, and compliance guidelines
- Partner with SwitchThink and business teams to support responsible tool usage
- Help reinforce standards, documentation, and lifecycle management
Bachelor's degree in Information Technology, Computer Science, Business Information Systems, or a related field preferred.
Equivalent Combination Of Education And Experience Required.
2 years of hands‑on experience with Microsoft tools preferable in a support, enablement, or business operations role required.
2 years of experience delivering training sessions, webinars, or user support required.
1 year of practical experience using Microsoft Teams, Power Automate, Microsoft Forms, SharePoint, and OneDrive required.
Working knowledge of Microsoft Copilot and AI Agents required.
Experience working in a highly collaborative, cross‑functional environment required.
Experience working with usage data, dashboards, or basic reporting required.
Technical Skills
Proficiency across Microsoft 365 suite (Teams, SharePoint, OneDrive, Forms, Lists)
Working knowledge of Microsoft Copilot and AI Agents
Power Automate — ability to build and support low-code/no-code workflows
Familiarity with Microsoft 365 Admin Center and usage/adoption reporting
Basic understanding of governance, compliance, and security standards within M365 required.
Training & Enablement Skills
Facilitation skills — user groups, webinars, lunch-and-learns, and live demos
Ability to translate technical capabilities into practical, business-relevant guidance
Documentation skills — how-to guides, FAQs, use cases, and best-practice content
Ability to assess user skill levels and tailor training accordingly required.
Analytical & Reporting Skills
Ability to monitor and interpret usage and adoption metrics
Experience creating adoption summaries and presenting insights to stakeholders thru dashboards or basic reporting
Identifying utilization trends and recommending improvements; continuous improvement mindset required.
Collaboration & Communication Skills
Strong written and verbal communication skills with the ability to explain technical concepts in simple terms
Ability to work cross-functionally with business users, SwitchThink IT, and governance partners
Comfortable serving as a day-to-day point of contact and trusted resource required.
Organizational Skills
Ability to manage multiple initiatives simultaneously (training calendar, documentation, reporting, automation support)
Self-directed and able to prioritize independently as an individual contributor
Detail-oriented for documentation, lifecycle management, and governance tracking required.
Microsoft tools certifications preferred.
We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.
For additional information about our organization, careers, and benefits visit: http://www.desertfinancial.com/careers.