Salesforce User Adoption 

As a key member of the team responsible for developing, implementing, enhancing, and maintaining our Salesforce platform, the Senior Salesforce Adoption Manager plays a crucial role in ensuring optimal user experiences, with a specialized background in Wealth Management. This role involves designing and delivering top-notch learning experiences through instructional theory and digital adoption tools.

Responsibilities:

• Influence (40%):

  • Deliver dynamic and interactive enablement experiences for all stages of the employee lifecycle, emphasizing onboarding, development, and skills mastery.

  • Create strategies to increase user awareness and engagement within the Wealth Management domain, improving productivity, efficiency, and positive user experiences.

  • Manage the design of a structured program for active user participation in platform changes, with a strong focus on user experience.

  • Ensure timely and efficient communications to Salesforce Users, covering enhancements, user impacting issues, platform awareness, and best practices.

• Strategy (30%):

  • Collaborate with matrixed leadership to develop, execute, optimize, and assess enablement program approaches, including digital adoption tools and initiatives.

  • Develop and communicate the enablement program vision and strategies, aligning with business value and goals.

  • Build and lead change management strategies for Salesforce projects impacting Wealth Management.

• Administrative (20%):

  • Gain a deep understanding of clients and business, utilizing a data-driven approach to build a self-service strategy aligned with strategic goals.

  • Measure and evaluate the impact of solutions developed against KPIs to drive ROI.

  • Partner with stakeholders and team members to ensure timely delivery of systems readiness, communication, and training.

• Technical (10%):

  • Evaluate, build, and execute technical solutions for Salesforce adoption, leveraging tools such as WalkMe, MyTrailhead, InApp Guidance, or Walkthrough.

  • Utilize project management software within SCRUM/AGILE and against Waterfall approaches, coordinating enablement deliverables cross-functionally.

Required Qualifications:

• Bachelor's degree in communication, adult learning, organization development, or a related field.

• 3-5 years of experience using Salesforce systems, with a focus on Wealth Management.

• Advanced experience with WalkMe or other digital adoption tools.

• Background in organizational change management, learning, or evaluating user experience (a plus).

• Salesforce Administrator Certification (preferred).

• Strong organizational skills with high attention to detail.

• Demonstrated communication skills at all levels of the organization.

• Intermediate knowledge of Microsoft Office or G-Suite.

Specific Technical Skills:

• Proficient in Salesforce systems.

• Expert in Communication Design tools.

• Expert in WalkMe (or similar tool).

• Advanced Beginner in Docusign or Conga CLM.

Individual Competencies:

• Teamwork, Effective Execution, Vision and Strategy, Change Management, Communication, Problem Solving, Analytical and Critical Thinking.

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