CRM & Salesforce Adoption, Enablement and Performance Specialist
Core
Drive Salesforce adoption, monitor performance KPIs, and lead functional enablement for commercial and operational teams to improve business processes and data quality.
Role type
Senior Salesforce Functional Specialist (Adoption & Enablement)
Builds
Adoption plans, performance dashboards, executive reports, and functional enablement materials for CRM usage.
Domain
Fintech / Payments / CRM Operations
Deliverable
dashboards & analysis
Required skills
Salesforce Sales Cloud, Salesforce Service Cloud, CRM adoption strategy, KPI analysis, funnel analysis, process optimization, stakeholder management, functional requirements translation, executive reporting, cross-functional collaboration.
Preferred skills
Salesforce Marketing Cloud, Journey Builder, basic SQL, data integrations, root-cause analysis methodologies.
Technologies
Salesforce (Sales Cloud, Service Cloud, Marketing Cloud), Power BI, Excel, Databricks, APIs.
Responsibilities
Define and monitor adoption, usage, and data quality KPIs; analyze commercial processes to identify conversion gaps and friction points; partner with business and tech teams to prioritize the Salesforce roadmap; lead functional enablement through workshops and training; coordinate rollout of new functionalities; support Marketing Cloud performance analysis and journey creation.
Seniority
Mid-Senior, hands-on IC
