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Subject Matter Expert - Productivity Tools, Strategic Planning & Excel Analytics

Remote, USA Full-time Posted 2026-06-16

We are seeking a versatile and detail-oriented Subject Matter Expert (SME) with broad expertise in strategic planning, spreadsheet analytics, business productivity tools, and data visualization. This SME will help develop and validate training content that enhances workplace efficiency, strategic thinking, and effective communication across a variety of platforms and tools.This role is ideal for someone with hands-on experience in tools like Excel, Power BI, Trello, and Git, combined with the ability to teach strategic frameworks and general business productivity techniques. Courses Covered

  • Plan GitFlow Strategy
  • Plan Data Strategy
  • Draft SMART Goals
  • Write SMART Updates
  • SWOT Simple Strategy
  • Craft SMART Strategy
  • Wrangle Excel Health Data
  • Analyze Excel Insights
  • Excel for Accountants
  • Master Spreadsheets Fast
  • Crunch Basics in Excel
  • Analyze Sales in Excel
  • Visualize KPIs in PowerBI
  • Build Quick Surveys
  • Trello Task Basics
  • Share Docs Right

Key Responsibilities:

  • Analyze/create learning objectives for each course.
  • Review/create Course Outline for each of the courses.
  • Review video scripts (7-9 per course) and confirm technical accuracy of the content, suggest edits and updates as required. Incorporate one round of internal and client feedback.
  • Provide relevant static or recorded demos/ screencast to be integrated in the videos. Incorporate one round of internal and client feedback.
  • In case of AI/software/tool-based courses, suggest relevant freeware. Write/review and test the codes to check.
  • Review readings (4-6 per course, each up to 1200 words) and confirm technical accuracy of the content, suggest edits and updates as required. Incorporate one round of internal and client feedback.
  • Create hands-on activities (1-2 lab or any other client preferred format) per course. Incorporate one round of internal and client feedback.
  • Review practice quiz and graded assessments (5 files, each comprising 5-10 questions) and suggest suitable edits, confirm technical accuracy. Incorporate one round of internal and client feedback.
  • Record talking head videos (onsite/virtually on Zoom) for each course. There will be approx 20-25 minutes of video recording involved per course. Incorporate one round of internal and client feedback.
  • Provide digital signatures to be included on the client platform.
  • For all reviews - validate the content accuracy and provide recommendations/suggestions, write/re-write to fill content gaps as necessary, write/test codes and labs, incorporate 1 round of internal feedback and 2 rounds of client feedback.
  • Be available for Client discussions and content discussions as and when required.

Qualifications:

  • 5+ years of experience in business operations, project management, or data analysis.
  • Strong expertise in Excel (including formulas, data cleaning, pivot tables, and charting).
  • Experience with Power BI dashboards and key business productivity tools (Trello, Google Docs, survey platforms).
  • Knowledge of strategic planning frameworks (SMART goals, SWOT) and data project planning.
  • Ability to translate practical workplace skills into structured, easy-to-learn content.

Nice-to-Have:

  • Prior experience in teaching or creating educational content for business productivity or data skills.
  • Familiarity with GitFlow or version control planning in data/engineering workflows.
  • Experience supporting non-technical teams with analytics and strategy implementation.

Job Type: Contract Application Question(s):

  • How many years of teaching or mentoring experience do you have?
  • Do you have teaching experience in strategic frameworks and general business productivity techniques?

Work Location: Remote Apply tot his job Apply To this Job

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