Sr Lead, Sales Enablement

RevOps Report; Vernon Hills (IL); On-site; USD 72,000 - 108,000; Full time

Job summary

BCU is seeking an experienced Salesforce and Sales Cloud administrator to advance Lending Sales Enablement by integrating Salesforce into daily business practices. You will optimize forecasting, manage user access, and deploy new functionality across Loan Sales teams.

The role requires 3+ years in consumer sales enablement or financial services, with Salesforce Admin expertise and a track record of leading projects. Strong communication and regulatory awareness are essential.

Qualifications

• Bachelor's degree or equivalent in IT or related field.
• Minimum 3 years of experience in consumer sales, enablement, or financial services.
• Minimum 1-2 years of experience as a Salesforce Administrator with a proven track record of managing complex Salesforce environments and leading significant projects.
• Salesforce Certified Advanced Administrator (ADM301) or equivalent advanced certifications required.
• In-depth knowledge of Salesforce platform features, including custom app development, Lightning experience, complex workflows, and advanced data management techniques.
• Extensive experience with Sales Cloud and its application in the financial sector.
• Strong experience with Salesforce integrations and APIs, including REST and SOAP, and familiarity with middleware platforms such as MuleSoft or similar.
• Demonstrated ability to lead projects, manage cross-functional teams, and influence stakeholders at all levels of the organization.
• Strong analytical and problem-solving skills with the ability to analyze complex data sets and derive actionable insights.
• Excellent verbal and written communication skills, with the ability to convey technical concepts to nontechnical stakeholders effectively.
• Strong project management skills, including the ability to manage multiple initiatives simultaneously and deliver projects on time and within budget.
• A proactive approach to continuous improvement, with a focus on staying updated with the latest Salesforce trends and best practices.
• Experience with Apex, Visualforce, and Lightning Web Components preferred.
• Salesforce Certified Technical Architect (CTA) or similar advanced certifications preferred.
• Deep understanding of the financial services industry and relevant regulatory requirements preferred.
• Familiarity with other cloud platforms and tools, including AWS, Azure, or Google Cloud preferred.

Responsibilities

• Drive Continuous improvement and optimization of the Sales Cloud ensuring the system evolves to meet changing business needs and industry standards.
• Develop effective sales forecast functionality by channel and representative through Salesforce Intelligence.
• Act as the primary system administrator in the Salesforce environment for Loan Sales users, including configurations, user management and permissions.
• Introduce new Salesforce functionality to meet business objectives.
• Develop and deploy Sales Cloud embedded internal tools for coaching and application quality control.
• Documentation and Compliance: Maintain comprehensive documentation for all system configurations, processes, and changes. Ensure compliance with regulatory requirements and internal policies.
• Other duties as assigned.

Skills

Sales Cloud

Forecasting

Salesforce Admin

Stakeholder mgmt

Analytics

Project mgmt

Communication

Education

Bachelor's degree in IT or related field

Tools

Salesforce

Apex

Visualforce

Lightning Web Components

REST API

SOAP API

MuleSoft or equivalent

Job description

About This Role

As an employer, BCU models the dynamic assets of a top workplace, including confidence in company leadership, competitive compensation and benefits, employee development, workplace flexibility, and a passionate employee culture supporting a unified vision. At the Credit Union, you'll have a career in a growing organization and an environment that supports your professional and personal growth.

About This Role

As an employer, BCU models the dynamic assets of a top workplace, including confidence in company leadership, competitive compensation and benefits, employee development, workplace flexibility, and a passionate employee culture supporting a unified vision. At the Credit Union, you'll have a career in a growing organization and an environment that supports your professional and personal growth.

Our WHY is the reason we exist: To Empower People to Discover Financial Freedom. What do you celebrate as your purpose? At BCU we celebrate what makes you authentically YOU! #bYOU

Watch this video to learn more about life at BCU!

SALARY

This position has a base salary range of $72,000 - $108,000 USD Annual. This range represents the expected base salary range for this position. The actual salary may vary based upon several factors including, but not limited to, relevant skills/experience and time in the role.

Summary

Advance Lending Sales Enablement by administering, optimizing and integrating Sales Cloud functionality into daily business practices. Introduce innovative functionality into daily processes to increase efficiency and productivity.

Role and Responsibilities

• 1. Drive Continuous improvement and optimization of the Sales Cloud ensuring the system evolves to meet changing business needs and industry standards.
• 2. Develop effective sales forecast functionality by channel and representative through Salesforce Intelligence.
• 3. Act as the primary system administrator in the Salesforce environment for Loan Sales users, including configurations, user management and permissions.
• 4. Introduce new Salesforce functionality to meet business objectives.
• 5. Develop and deploy Sales Cloud embedded internal tools for coaching and application quality control.
• 6. Documentation and Compliance: Maintain comprehensive documentation for all system configurations, processes, and changes. Ensure compliance with regulatory requirements and internal policies
• 7. Other duties as assigned.

Qualifications And Education Requirements

• Bachelor's degree or equivalent in IT or related field.
• Minimum 3 years of experience in consumer sales, enablement, or financial services.
• Minimum 1-2 years of experience as a Salesforce Administrator with a proven track record of managing complex Salesforce environments and leading significant projects.
• Salesforce Certified Advanced Administrator (ADM301) or equivalent advanced certifications required.
• In-depth knowledge of Salesforce platform features, including custom app development, Lightning experience, complex workflows, and advanced data management techniques.
• Extensive experience with Sales Cloud and its application in the financial sector.
• Strong experience with Salesforce integrations and APIs, including REST and SOAP, and familiarity with middleware platforms such as MuleSoft or similar.
• Demonstrated ability to lead projects, manage cross-functional teams, and influence stakeholders at all levels of the organization.
• Strong analytical and problem-olving skills with the ability to analyze complex data sets and derive actionable insights.
• Excellent verbal and written communication skills, with the ability to convey technical concepts to nontechnical stakeholders effectively.
• Strong project management skills, including the ability to manage multiple initiatives simultaneously and deliver projects on time and within budget.
• A proactive approach to continuous improvement, with a focus on staying updated with the latest Salesforce trends and best practices.
• Experience with Apex, Visualforce, and Lightning Web Components preferred.
• Salesforce Certified Technical Architect (CTA) or similar advanced certifications preferred.
• Deep understanding of the financial services industry and relevant regulatory requirements preferred.
• Familiarity with other cloud platforms and tools, including AWS, Azure, or Google Cloud preferred.

BCU Shared Values

We foster an environment of INCLUSION. All individuals are treated fairly and respectfully, have equal access to opportunities and resources, and can contribute fully to the organization's success. We act with INTEGRITY. We follow the golden rule without exception. We display COURAGE in our convictions. We drive innovation, reaching beyond boundaries and thoughtfully explore new horizons. We excel through COLLABORATION. By working as one, sharing information and seeking solutions, we deliver exceptional outcomes. We WOW our members. We focus intensely on putting the member first, delivering extraordinary experiences that create lasting relationships inside and outside the organization.

We value relationships and referrals and are committed to creating the best work environment possible. From our casual dress code to flexible work arrangements, we've created a unique and inclusive culture that supports a healthy work/life balance. For this reason and more, BCU has been named a 2023 Gallup Exceptional Workplace Award Winner. #LoveBCU

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