Salesforce Specialist

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself.

Reporting to the Manager, Sales Enablement and Practice Management the Salesforce Specialist is a member of the Empower Sales and Service Enablement Team who partners with sales and service leaders, to provide reporting, dashboard updates and efficiencies for the Regional Sales Directors, Internal Sales Directors and RM teams utilizing Salesforce.  This role serves as a strong, hands-on technology leader on the Sales and Service Enablement team. Responsible to help shape our next generation application platform. The primary focus is on driving sales and retention with solutions in Salesforce.

ESSENTIAL FUNCTIONS

• Partners with leaders and trainers to ensure training and understanding of necessary skills and technology (classes, utilizing resources, monitoring, mentoring, coaching, gathering feedback) for associates on Salesforce

• Leads others to solve complex problems and advises functional areas with proposed solutions and best practices. Networks with key contacts outside own functional area and influences others in area of specialty.   Has the ability to explain difficult concepts and influence.

• Participates with teams that solves complex and sometimes unusual problems that have may have a significant financial impact on the company.

• Project Management and expertise working on solutions in the Salesforce platform for the Sales and RM teams.

• Partners with the leadership to identify the needs of the sales and service teams and provide training to the sales and RM teams.

• Compiles, executes and distributes weekly and monthly sales or RM reports for internal and external sales and/or RM teams, well as any ad hoc report requests.

• Ensures reports include all pertinent information needed to track the Divisional Vice-Presidents and Relationship Manager activity from inception to closure.

• Additional projects as assigned

QUALIFICATIONS:

• Business, Marketing or Communications Degree preferred or relevant years of experience

• Salesforce Administrator Certification preferred.

• 5-10 years of experience in the financial services industry preferred.

• Must be able to work on a variety of assignments and have the flexibility to switch gears based on changing priorities and deadlines, adept working with multiple systems. 

• Strong communication skills, proven presentation skills.

• Experience with project management and managing multiple projects simultaneously.

• Proficiency in MS Office Suite, Advanced Excel required, Salesforce.com, Dataloader a plus.

This job operates in a professional office environment.

This job description is not intended to be an exhaustive list of all duties, responsibilities and qualifications of the job. The employer has the right to revise this job description at any time. You will be evaluated in part based on your performance of the responsibilities and/or tasks listed in this job description. You may be required to perform other duties that are not included on this job description. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason, as per terms and conditions of your employment contract.

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age, race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.