Salesforce Enablement Lead

The role

The Salesforce Enablement Lead drives user readiness, adoption, and engagement across Insurance and Wealth & Retirement Salesforce platforms. This role combines training, user enablement, agency onboarding, communications, documentation, and project coordination.

What you will do

• Own and coordinate day-to-day Salesforce enablement activities.
• Develop and deliver role-based Salesforce training through live sessions, virtual training, and office hours.
• Host recurring Salesforce office hours to provide support and reinforce best practices.
• Provide frontline guidance for common Salesforce user issues.
• Lead the Salesforce enablement workstream for new agency onboarding.
• Create and manage onboarding project plans covering user readiness, communications, training, and documentation.
• Develop clear user communications for Salesforce releases, process changes, and onboarding.
• Create, maintain, and improve Salesforce end-user documentation, training materials, and job aids.
• Support adoption strategies to help users leverage Salesforce.
• Partner with Salesforce Platform Leads and business stakeholders to evolve the enablement program.

Required qualifications

• Bachelor's degree
• 3-5 years' experience in a similar role in the Salesforce ecosystem
• Strong working knowledge of Salesforce
• Experience developing and delivering instructor-led and virtual training
• Excellent written and verbal communication skills
• Experience creating user communications, training materials, presentations, and job aids
• Foundational experience in marketing, communications, change management, or a related discipline
• Strong organizational skills
• Working knowledge of project management fundamentals
• Strong facilitation and presentation skills
• Ability to work independently and collaborate cross-functionally

Nice to have

• Salesforce Administrator Certification
• Salesforce Business Analyst Certification

Benefits

• Medical
• Vision
• Dental
• 401(k) with company match
• Company paid life insurance
• STD
• LTD
• PTO starting at 18 days per year
• 10 paid holidays
• 2 floating holidays

About the company

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US.