Salesforce Enablement Lead

This is a fully remote position, open to applicants in Florida.

📋 Description

• Take ownership and coordinate daily Salesforce enablement initiatives within the Insurance and Wealth & Retirement Salesforce divisions.

• Design and deliver role-specific Salesforce training through in-person sessions, virtual training, office hours, and targeted learning opportunities.

• Conduct regular Salesforce office hours and offer frontline support for common user challenges.

• Recognize recurring user issues and convert them into training, documentation, communication, or process enhancement initiatives.

• Collaborate with Salesforce Platform Leads, subject matter experts, and business stakeholders.

• Oversee the Salesforce enablement workstream for onboarding new agencies.

• Create and manage project plans for onboarding that include readiness, communication, training, documentation, and post-launch enablement.

• Coordinate with Salesforce, business operations, implementation teams, agency leadership, and other stakeholders.

• Develop training strategies tailored to agencies and facilitate support before, during, and after onboarding.

• Monitor onboarding milestones, dependencies, risks, and outstanding tasks, and communicate the status accordingly.

• Create user communications for releases, process updates, new features, training opportunities, and onboarding activities.

• Translate technical or system modifications into practical, user-oriented messaging.

• Create, maintain, and enhance Salesforce documentation, training materials, job aids, FAQs, and onboarding resources.

• Establish scalable methods for Salesforce knowledge and enablement resources across both organizations.

• Support adoption strategies, collect feedback, monitor adoption challenges, and refine the enablement program.

⛳️ Requirements

• A bachelor's degree and 3–5 years of experience in a similar role within the Salesforce ecosystem.

• Strong proficiency in Salesforce with the ability to navigate, demonstrate, and explain functionalities to users with varying levels of technical expertise.

• Experience in developing and delivering both instructor-led and virtual training sessions.

• Exceptional written and verbal communication skills, including the ability to simplify technical concepts into clear, business-friendly language.

• Experience in creating user communications, training materials, presentations, job aids, and other enablement resources.

• Foundational background in marketing, communications, change management, or a related field.

• Strong organizational skills with the capability to manage multiple priorities across various business units and stakeholder groups.

• Familiarity with project management fundamentals, including planning, milestones, dependencies, and inter-team coordination.

• Excellent facilitation and presentation skills.

• Ability to cultivate trusted relationships with users, leaders, subject matter experts, and technical partners.

• Capability to work independently, collaborate across functions, and adapt as priorities, projects, and business needs shift.

• Willingness to travel occasionally for agency onboarding, training, or other business requirements.

• Salesforce Administrator or Salesforce Business Analyst Certification is preferred.

🏝️ Benefits

• Options for medical, vision, and dental benefits.

• 401(k) plan with company matching.

• Company-funded life insurance.

• Short-term disability (STD) coverage.

• Long-term disability (LTD) coverage.

• Paid time off starting at 18 days annually.

• 10 paid holidays per year.

• 2 floating holidays.