Team – Distribution
Working Pattern - Hybrid – 2 days per week in the Vitality Stockport/Bournemouth or London Office. Full time, hours per week.
We are happy to discuss flexible working!
Top 3 skills needed for this role:
1. Strong ability to create engaging training materials (videos, webinars, documentation).
2. Deep understanding of Sales force
3. Proactive in identifying challenges and leveraging AI for efficiency
What this role is all about:
Lead the adoption of sales technology and tools, with an initial focus on Salesforce, across the IFA distribution channel. Drive best practices to ensure effective utilisation and integration.
Key Actions
4. Translate user needs and problem statements into requirements for developers and collaborate with the Product Owner to schedule into delivery roadmap
5. Act as a bridge between end-users and technical teams, ensuring effective communication and solutions meet business needs.
6. Proactively identify user challenges and provide solutions or additional training as needed.
7. Create engaging materials, including documentation, tutorials, videos, and webinars to support users understanding and adoption.
8. Collaborate with the sales teams to identify opportunities to create efficiencies in the sales process
9. Leverage AI capabilities to drive operational efficiencies and improve user experience.
10. Collaborate with sales management to identify enhancements or changes to business processes and translate this into workable solutions
11. Promote and reinforce data accuracy and hygiene through targeted training and ongoing monitoring
12. Equip users with the knowledge to generate and interpret meaningful reports and dashboards
13. Work closely with Sales management and internal stakeholders to align training with strategic goals
14. Conduct onboarding sessions and ongoing training for existing staff to reinforce best practices.
What do you need to thrive?
Essential
15. Experience as a trainer, sales operations specialist, or a similar role with knowledge of Salesforce
16. Strong understanding of sales processes
17. Excellent communication and presentation skills, with the ability to translate technical concepts into user friendly terms.
18. Proficiency in creating engaging training materials and using digital collaboration tools.
19. Strong organisational skills
20. Proactive and problem solving attitude.
21. Analytical with the ability to interpret data and provide insights
22. Experience of using AI
23. Confident individual with ability to work on own initiative
24. Ability to travel
25. Salesforce Administrator certification or equivalent experience.
26. Financial services sales experience
27. Relevant experience in an Information Technology.
So, what’s in it for you?
28. Bonus Schemes – A bonus that regularly rewards you for your performance
29. A pension of up to 12%– We will match your contributions up to 6% of your salary
30. Our award-winning Vitality health insurance – With its own set of rewards and benefits
31. Life Assurance – Four times annual salary
These are just some of the many perks that we offer! To view the extensive range of benefits we offer, please visit our careers page. Fantastic Benefits. Exciting rewards. Great career opportunities!
If you are successful in your application and join us at Vitality, this is our promise to you, we will:
32. Help you to be the healthiest you’ve ever been.
33. Create an environment that embraces you as you are and enables you to be your best self.
34. Give you flexibility on how, where and when you work.
35. Help you advance your career by playing you to your strengths.
36. Give you a voice to help our business grow and make Vitality a great place to be.
37. Give you the space to try, fail and learn.
38. Provide a healthy balance of challenge and support.
39. Recognise and reward you with a competitive salary and amazing benefits.
40. Be there for you when you need us.
41. Provide opportunities for you to be a force for good in society.
We commit to all these things because we want you to feel that you belong, and are supported to be happy and healthy.