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.

Job Summary: -

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

Primary Duties and Responsibilities: -

• As Subject Matter Expert, 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
• Project Management and expertise working on solutions on the Salesforce platform for the Core Sales and RM teams.
• Partner with the leadership to identify the needs of the sales and service teams and provide training to the core sales and RM teams.
• Compile, execute and distribute weekly and monthly sales or RM reports for internal and external sales and/or RM teams, well as any ad hoc report requests.
• Supply reports that include all pertinent information needed to track the RVP and RM direct reports activity from inception to closure.
• Additional projects as assigned
• 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.

Background and Qualifications:-

• Business, Marketing or Communications Degree preferred or relevant years of experience
• Salesforce Administrator Certification preferred.
• 5-10 years of experience in marketing and or the financial services industry preferred.
• 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, Data loader a plus.
• Eye to detail-oriented candidature with Strong analytical, interpersonal, and organizational skills
• Must be deadline-oriented ensuring issues are being resolved, and clients are kept apprised of progress ensuring highest level of client service and satisfaction
• Proficiency in Microsoft Office Suite programs
• Should have good oral and written communication skills as the role demands extensive partner communication via calls and emails.

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.