Salesforce Enablement

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Salesforce Enablement Lead to their team.

Job Summary:

The Salesforce Enablement Lead is responsible for driving user readiness, adoption, and continued engagement across our Insurance and Wealth & Retirement Salesforce platforms. Supporting two distinct Salesforce organizations with different users, stakeholders, and business processes, this role serves as the primary bridge between Salesforce capabilities and the people who use them every day.

This multifaceted role combines Salesforce training, user enablement, agency onboarding, communications, documentation, and project coordination. The Lead delivers ongoing and project-based training, hosts regular office hours, assists users with common Salesforce questions, and develops scalable resources that help employees use the platform effectively.

The role also serves as a key enablement partner during new agency onboarding, creating and managing enablement project plans that coordinate training, communications, documentation, user readiness, and post-launch support.

Success requires a professional who understands Salesforce, communicates exceptionally well, is highly organized, and can move comfortably between facilitating a training session, supporting an individual user, coordinating an onboarding plan, and partnering with cross-functional teams on broader Salesforce initiatives.

Essential Functions:

Salesforce Training & User Enablement

• Own and coordinate day-to-day Salesforce enablement activities across the Insurance and Wealth & Retirement Salesforce organizations.
• Develop and deliver role-based Salesforce training for new and existing users through live sessions, virtual training, office hours, and targeted learning opportunities.
• Host recurring Salesforce office hours to provide accessible support, reinforce best practices, and address common questions.
• Provide frontline guidance for common Salesforce user issues and determine when questions require escalation to the appropriate Salesforce or technical team.
• Identify recurring user challenges and translate them into training, documentation, communications, or process improvement opportunities.
• Partner with Salesforce Platform Leads, subject matter experts, and business stakeholders to ensure training reflects current processes, platform functionality, and organizational standards.

New Agency Onboarding

• Lead the Salesforce enablement workstream for new agency onboarding across applicable business units.
• Create and manage onboarding project plans covering user readiness, communications, training, documentation, and post-launch enablement.