RevOps Adoption & Enablement Analyst
Core
Ensure Salesforce and RevOps processes are understood, consistently applied, and effectively adopted across the business by creating clear guidance, training, and communications.
Role type
Business enablement and adoption analyst
Builds
Role-based guidance, training materials, FAQs, and centralized enablement resources
Domain
Fund administration and middle office solutions
Deliverable
Dashboards & analysis (adoption insights) | product features (guidance/training materials)
Required skills
Salesforce user experience, process documentation, training design, stakeholder engagement, user empathy, change readiness communication
Preferred skills
System adoption support, Salesforce terminology familiarity, governance/audit environment experience, documentation tool proficiency (SharePoint, Visio)
Technologies
Salesforce, SharePoint, PowerPoint, Visio
Responsibilities
Develop and maintain role-based guidance on Salesforce and RevOps usage; Design and deliver lightweight training aligned to user roles; Monitor adoption, pain points, and user feedback to inform improvements; Partner with Process & Governance and Roadmap roles to prepare users for changes
Seniority
Individual Contributor, mid-level specialist
