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- Tasks: Drive Salesforce adoption and support Sales & Marketing teams with training and data analysis.
- Company: Dynamic company focused on empowering teams through effective CRM usage.
- Benefits: Professional development, in-house training, and a collaborative work environment.
- Why this job: Make a real impact by optimising sales processes and enhancing user engagement.
- Qualifications: 3-5 years in marketing or client services; Salesforce experience is a plus.
- Other info: Join a fast-paced team committed to continuous improvement and growth.
The predicted salary is between 36000 - 60000 ÂŁ per year.
Sales Operations and Adoption Senior Executive (Salesforce Focus)
Job ID: 5632841003
| Location: London
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
- 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.
- 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.
- Create compelling communications that promote best‑practice usage and reinforce adoption across the user base.
- Monitor adoption metrics, identify gaps, and implement targeted initiatives to increase engagement across our teams and ensure accurate data entry.
- 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.
- Develop and maintain dashboards and reports that provide actionable insights and support decision‑making for senior leadership teams.
- Continuously gather and leverage user feedback to enhance training, optimise processes, and improve tools, driving ongoing excellence and continuous improvement.
- Support adoption of other sales enablement tools and platforms, ensuring smooth onboarding and effective system usage.
- 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
- 3-5 years of relevant experience in marketing, business development or client services within professional or financial services.
- Experience in Salesforce or other CRM systems is desirable.
- Strong communication and stakeholder management skills, with passion for training and collaborative, team focussed approach.
- Experience in designing and delivering training programmes or enablement resources, with an understanding of learning principles and user engagement strategies, is desirable.
- Ability to drive change and influence adoption in a fast-paced, dynamic environment.
- Ability to work cross-functionally, partnering effectively with Sales & Client Development, Marketing and other teams to deliver enablement initiatives.
- 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.
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Sales Operations and Adoption Senior Executive (Salesforce Focus) employer: Aztec
Contact Detail:
Aztec Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Operations and Adoption Senior Executive (Salesforce Focus)
✨Tip Number 1
Network like a pro! Reach out to people in your industry on LinkedIn or at events. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Show off your skills! If you’ve got experience with Salesforce, create a mini-project or presentation that highlights your expertise. This can be a great conversation starter during interviews.
✨Tip Number 3
Prepare for the interview by researching the company’s use of Salesforce. Knowing their challenges and how you can help will make you stand out as a candidate who’s ready to hit the ground running.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Sales Operations and Adoption Senior Executive (Salesforce Focus)
Some tips for your application 🫡
Show Your Salesforce Skills: Make sure to highlight any experience you have with Salesforce or other CRM systems in your application. We want to see how you've used these tools to drive results and improve processes.
Tailor Your Training Experience: If you've designed or delivered training programmes before, let us know! Share specific examples of how you've engaged users and improved their experience with a system. This is key for the role.
Communicate Clearly: Strong communication skills are a must for this position. Use your application to demonstrate how you've effectively communicated best practices or changes to teams in the past. We love clear and compelling communication!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Aztec
✨Know Your Salesforce Inside Out
Make sure you brush up on your Salesforce knowledge before the interview. Understand its features, functionalities, and best practices. Be ready to discuss how you've used it in past roles and how you can drive adoption and training for others.
✨Showcase Your Training Skills
Prepare examples of training programmes you've designed or delivered. Highlight your ability to create engaging resources like guides and video tutorials. This will demonstrate your capability to empower teams and enhance user engagement.
✨Communicate Effectively
Since strong communication is key for this role, practice articulating your thoughts clearly. Be prepared to discuss how you’ve managed stakeholders and communicated best practices in previous positions. Use specific examples to illustrate your points.
✨Emphasise Continuous Improvement
Be ready to talk about how you've gathered user feedback in the past and used it to improve processes or tools. Show that you're committed to continuous professional development and can adapt to a fast-paced environment.
