At a Glance
- Tasks: Drive Salesforce adoption, deliver training, and optimise CRM processes for sales success.
- Company: Dynamic company in London focused on sales and client development.
- Benefits: Professional development, training opportunities, and a collaborative work environment.
- Why this job: Make a real impact by empowering teams and enhancing client relationships through effective CRM usage.
- Qualifications: 3-5 years in marketing or client services; Salesforce experience preferred.
- Other info: Join a fast-paced team with opportunities for growth and continuous improvement.
The predicted salary is between 36000 - 60000 £ per year.
Overview
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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Senior Sales Operations and Adoption Executive (Salesforce Focus) › employer: Aztec
Contact Detail:
Aztec Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Sales Operations and Adoption 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. Share it during interviews to impress the hiring team.
✨Tip Number 3
Prepare for those tricky questions! Research common interview questions for Sales Operations roles and practice your answers. We want you to feel confident and ready to shine!
✨Tip Number 4
Don’t forget to follow up! After an interview, send a quick thank-you email. It shows your enthusiasm and keeps you fresh in their minds. Plus, we love seeing candidates who take initiative!
We think you need these skills to ace Senior Sales Operations and Adoption Executive (Salesforce Focus) ›
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role. Highlight your experience with Salesforce and any training you've delivered. We want to see how you can help us drive system adoption!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for training and how you've influenced CRM adoption in previous roles. Let us know why you're excited about joining StudySmarter.
Showcase Your Communication Skills: Since this role involves a lot of stakeholder management, make sure to demonstrate your strong communication skills. Use clear and engaging language in your application to reflect how you would communicate with our teams.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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 within the team.
✨Showcase Your Training Skills
Prepare examples of training programmes you've designed or delivered. Highlight your ability to engage users and make learning enjoyable. Think about how you can tailor your approach to different audiences, as this will be key in the role.
✨Communicate Effectively
Strong communication is crucial for this position. Practice articulating your thoughts clearly and confidently. Be prepared to discuss how you’ve managed stakeholders and communicated complex information in a simple way.
✨Demonstrate Your Analytical Mindset
Be ready to talk about how you've used data to drive decisions in previous roles. Discuss any experience you have with creating dashboards or reports, and how you’ve leveraged insights to improve processes or user engagement.