Key Responsibilities
- Develop and deliver the programme-wide training strategy, plan and schedule.
- Work with business SMEs, Salesforce specialists and change teams to define learning needs.
- Create role-based learning materials, including guides, e-learning, workshops and system demonstrations.
- Coordinate training delivery across business units, locations and stakeholder groups.
- Engage business leaders and managers to support adoption and reinforce new behaviours.
- Track attendance, completion, feedback and readiness metrics, reporting progress to programme governance.
- Manage learning risks, dependencies and training-related actions within the wider programme plan.
- Ensure training content reflects financial-services processes, controls, data requirements and regulatory expectations.
- Establish a network of trainers, super-users and change champions to provide ongoing support.
- Support the transition from programme delivery to business-owned learning and continuous improvement.
Experience and Skills
- Proven experience managing training for large-scale Salesforce or CRM implementations.
- Strong knowledge of learning strategy, instructional design and blended delivery methods.
- Experience working within financial services, with an understanding of regulated environments.
- Excellent stakeholder management and communication skills.
- Ability to manage multiple workstreams, vendors and delivery deadlines.
- Experience using learning platforms and analysing adoption, completion and feedback data.
- Strong understanding of change management and user adoption principles.
- Salesforce certifications or experience would be desirable.
Success Profile
- A successful candidate will combine programme leadership, learning expertise and business empathy to deliver training that enables confident Salesforce adoption and supports sustainable operational change.