CRM Training Specialist

The Sage Group plc; Newcastle upon Tyne; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

A leading technology firm is seeking a Salesforce Effectiveness Specialist to enhance Salesforce adoption and improve processes. In this hybrid role located in Newcastle, you will work closely with cross-functional teams to ensure efficient Salesforce implementation. The ideal candidate has strong Salesforce experience and excellent stakeholder management skills, with opportunities for ongoing professional development and generous benefits.

Benefits

Generous bonuses

25 days of paid annual leave

Ongoing training and professional development

Comprehensive health coverage

Hybrid working

Qualifications

• Experience using Salesforce or similar systems.
• Strong experience in sales operations or business analysis.
• Detail-oriented with a collaborative mindset.

Responsibilities

• Partner with Salesforce Effectiveness Managers to understand enhancement requests.
• Conduct User Acceptance Testing (UAT) for solution rollouts.
• Develop communication and training materials for users.

Skills

Stakeholder management

Technical understanding

Communication skills

Salesforce experience

Process improvement

Tools

Salesforce

Jira

Job description

Are you passionate about driving smarter, more efficient ways of working through Salesforce? We're looking for a Salesforce Effectiveness Specialist to play a key role in supporting our Sales and Services teams by enhancing Salesforce adoption, performance, and process excellence.

In this role, you'll partner with Salesforce Effectiveness Managers and cross-functional stakeholders across all regions to ensure Salesforce solutions are designed, tested, and delivered to the highest standard. You'll help turn business needs into practical solutions, supporting our teams to make the most of Salesforce every day.

This is a Hybrid role based in our London or Newcastle office 3 Days per Week.

Key Responsibilities

• Partner with Salesforce Effectiveness Managers to understand enhancement requests and business challenges.
• Support the administration and prioritisation of the Salesforce backlog, ensuring smooth delivery of enhancements.
• Conduct User Acceptance Testing (UAT) and collaborate with IT and business teams to ensure successful solution rollouts.
• Create and maintain playbooks, enablement guides, and on-demand content to boost user adoption and engagement.
• Develop communication and training materials that help teams use Salesforce effectively.
• Support the measurement of results, tracking adoption and key performance outcomes.
• Ensure all changes and enhancements align with global process standards and methodologies.

You’re detail‑oriented, collaborative, and passionate about continuous improvement. You bring a mix of technical understanding, stakeholder management, and communication skills - helping bridge the gap between users and technology.

Experience with Salesforce, Jira, or similar systems is a strong advantage, as is a background in sales operations, process improvement, or business analysis.

Working at Sage means you're supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.

Our colleagues are the best of the best. It's why we were awarded 2024 Best Places to Work by Glassdoor. Because to achieve extraordinary outcomes, we need extraordinary teams. This means infusing Sage with people who knock down barriers, continuously innovate, and want to experience their potential.

You’ll be part of a dynamic global team that’s shaping how Salesforce empowers our business. If you love solving problems, streamlining processes, and enabling others to succeed – this is the perfect opportunity to make an impact.

Benefits

• Video: https://www.youtube.com/watch?v=TCMtTYUUiuU
• Generous bonuses and pension scheme: Up to 8% matched pension contribution plus 2% top-up by Sage.
• 25 days of paid annual leave with the option to buy up to another 5 days - 8 bank holiday days.
• Paid 5 days yearly to volunteer through our Sage Foundation.
• 50% income protection.
• Holiday buy + sell.
• Comprehensive health, dental, and vision coverage.
• Work away scheme for up to 10 weeks a year.
• Ongoing training and professional development.
• Hybrid working.
• Healthy Mind app membership.
• Access to various helpful memberships for finances, health and wellbeing.