Reports to Sales and Business Development Operations Manager
We are on the lookout for a Senior Sales Operations & Adoption Executive (with particular focus on salesforce CRM system) to help us drive system adoption and support our Sales & Client Development and Marketing teams.
Working closely with the Sales and Business Development Operations Manager and the rest of the business, you will be responsible for CRM system adoption and enablement, delivering targeted training for new and existing users, driving data integrity, analysis and reporting. Optimising CRM‑enabled sales processes you will help us to empower Sales & Client Development, Marketing and wider teams to drive revenue growth and strengthen existing client relationships through effective CRM system usage.
As a subject matter expert, you will champion best practices, deliver impactful training programmes, create comprehensive training and support resources and track adoption metrics to ensure Salesforce and other sales and marketing tools are fully leveraged, and our teams operate efficiently, make data‑driven decisions to achieve our commercial objectives.
Key responsibilities
1. Design, deliver and maintain engaging training programmes and self‑serve enablement resources (guides, video tutorials, quick‑reference materials) to support on‑demand learning of new and existing users.
2. Deliver ongoing training sessions to drive sustained Salesforce adoption through enhanced user engagement and act as the Salesforce subject matter expert, advising on best‑practice usage.
3. Create compelling communications that promote best‑practice usage and reinforce adoption across the user base.
4. Monitor adoption metrics, identify gaps, and implement targeted initiatives to increase engagement across our teams and ensure accurate data entry.
5. Continuously improve Salesforce user experience, process efficiency, data quality and reporting in collaboration with the Sales & Client Development and Marketing teams and other stakeholders across the business.
6. Develop and maintain dashboards and reports that provide actionable insights and support decision‑making for senior leadership teams.
7. Continuously gather and leverage user feedback to enhance training, optimise processes, and improve tools, driving ongoing excellence and continuous improvement.
8. Support adoption of other sales enablement tools and platforms, ensuring smooth onboarding and effective system usage.
9. Work closely with the Sales & Client Development and Marketing teams on process enablement initiatives as well as ad-hoc tasks and projects.
Skills and Experience Requirements:
10. 3-5 years of relevant experience in marketing, business development or client services within professional or financial services.
11. Experience in Salesforce or other CRM systems is desirable.
12. Strong communication and stakeholder management skills, with passion for training and collaborative, team focussed approach.
13. Experience in designing and delivering training programmes or enablement resources, with an understanding of learning principles and user engagement strategies, is desirable.
14. Ability to drive change and influence adoption in a fast-paced, dynamic environment.
15. Ability to work cross-functionally, partnering effectively with Sales & Client Development, Marketing and other teams to deliver enablement initiatives.
16. Commitment to continuous professional development, actively pursuing growth through training and qualifications.
We will provide the training, both in house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.