Salesforce User Trainer at Richardson Wealth

Empower teams at Richardson Wealth as a Salesforce User Trainer, dedicated to enhancing user skills and adoption of the platform. Develop effective training that meets diverse user needs.
In this role, you will craft and deliver tailored training for both investment advisors and corporate staff. Prior experience in a regulated financial context is crucial to navigate complex Salesforce functionalities effectively.
Key Responsibilities:
• Deliver instructor-led and self-paced Salesforce training programs
• Transform business processes into user-friendly learning materials
• Conduct onboarding training for new advisory staff
• Monitor and report on training effectiveness and participation
• Encourage Salesforce adoption through strategic training efforts
Requirements:
• 5+ years in corporate training or enablement
• Background in financial services or wealth management sectors
• Experience in Salesforce or comparable CRM training
• Excellent communicat...