Salesforce CRMBusiness Trainer

New York City, NY - USA

Yearly Salary: $ 80000 - 90000

Posted on: 7 days ago

Vacancies: 1 Vacancy

Job Summary

We are seeking a knowledgeable and engaging Salesforce CRM trainer to support Salesforce user adoption and business effectiveness across the bank. This role is critical in equipping employees with the knowledge and skills to leverage Salesforce for client management sales tracking service delivery and regulatory compliance. The ideal candidate understands Salesforce and the nuances of the banking services industry and can proactively develop and deliver high-impact training that empower our employees to effectively use Salesforce. The candidate will be responsible for creating customized training content leading in-person and virtual sessions and supporting user adoption across various teams.

Essential Job Functions:

Design and deliver comprehensive tailored Salesforce and Business training programs for new and existing bank users across the bank (e.g. front-line bankers relationship managers operations teams executives etc.)
Develop user guides e-learning modules videos and other supporting materials.
Act as a self-starter to assess training needs and propose learning solutions aligned with business objectives.
Customize training based on department needs (Sales Marketing Service etc.)
Deliver engaging training sessions (in-person and virtual) that address CRM functionality process workflows and data integrity practices e.g. hands-on sessions workshops and 1:1 coaching as needed.
Collaborate with Salesforce administrators project teams and business stakeholders to ensure training reflects system updates and banking use cases.
Promote consistent usage of Salesforce to support sales performance client engagement and regulatory recordkeeping.
Gather feedback to continuously improve training effectiveness and user experience.
Support change management and adoption efforts during system rollouts and updates.
Support onboarding of new hires and maintain a training calendar track attendance participation and performance metrics.
Stay current with Salesforce enhancements and industry best practices particularly within banking and financial services.

Knowledge Skills and Experience Requirements:

Bachelors degree or equivalent work experience
3 years of experience as Salesforce Trainer Administrator or CRM training lead preferably in the banking or financial industry
Deep understanding of Salesforce platform (Financial Services Cloud Marketing Cloud etc.).
Salesforce certifications (e.g. Admin Advanced Admin Sales Cloud Consultant) preferred.
Experienced with Agile methodology
Strong presentation communication facilitation and interpersonal skills.
Self-starter with the ability to work independently and manage multiple priorities.
Experience with LMS platforms training tools and content creation software.
Ability to simplify technical concepts for non-technical users.

Strong organizational and project management skills.
Experience supporting system rollouts or digital transformation initiatives in banking a plus
Familiarity with Salesforce integrations and 3^rd party apps a plus
Background in change management or adult learning theory a plus

Required Experience:

Essential Job Functions:

Design and deliver comprehensive tailored Salesforce and Business training programs for new and existing bank users across the bank (e.g. front-line bankers relationship managers operations teams executives etc.)
Develop user guides e-learning modules videos and other supporting materials.
Act as a self-starter to assess training needs and propose learning solutions aligned with business objectives.
Customize training based on department needs (Sales Marketing Service etc.)
Deliver engaging training sessions (in-person and virtual) that address CRM functionality process workflows and data integrity practices e.g. hands-on sessions workshops and 1:1 coaching as needed.
Collaborate with Salesforce administrators project teams and business stakeholders to ensure training reflects system updates and banking use cases.
Promote consistent usage of Salesforce to support sales performance client engagement and regulatory recordkeeping.
Gather feedback to continuously improve training effectiveness and user experience.
Support change management and adoption efforts during system rollouts and updates.
Support onboarding of new hires and maintain a training calendar track attendance participation and performance metrics.
Stay current with Salesforce enhancements and industry best practices particularly within banking and financial services.

Knowledge Skills and Experience Requirements:

Bachelors degree or equivalent work experience
3 years of experience as Salesforce Trainer Administrator or CRM training lead preferably in the banking or financial industry
Deep understanding of Salesforce platform (Financial Services Cloud Marketing Cloud etc.).
Salesforce certifications (e.g. Admin Advanced Admin Sales Cloud Consultant) preferred.
Experienced with Agile methodology
Strong presentation communication facilitation and interpersonal skills.
Self-starter with the ability to work independently and manage multiple priorities.
Experience with LMS platforms training tools and content creation software.
Ability to simplify technical concepts for non-technical users.

Strong organizational and project management skills.
Experience supporting system rollouts or digital transformation initiatives in banking a plus
Familiarity with Salesforce integrations and 3^rd party apps a plus
Background in change management or adult learning theory a plus

Required Experience: