SalesForce Training & Enablement Specialist

Job Summary:

We're looking for a Salesforce Training & Enablement Specialist to help our teams get the most out of Salesforce and Agentforce. Reporting to the Lifecycle Marketing Manager, you'll own end-user training and adoption for the teams that rely on Salesforce, including Marketing, Intake, Local Office Staff, and other business users. You'll teach employees how to work with Sales Cloud, Marketing Cloud, and our custom-built Agentforce dashboard (the AI agent tools that surface and act on client and lead activity), and how to build and read Salesforce reports and dashboards. You'll create training materials, run live and self-paced sessions, and act as the go-to resource when someone gets stuck. This is a great fit for someone who enjoys translating technical tools into plain language and helping people build confidence with new technology.

Responsibilities:

• Design and deliver training for Sales Cloud and Marketing Cloud users, teaching them to work efficiently in the tools they use every day.
• Train users to work with the custom-built Agentforce dashboard, including how to use, supervise, and interpret AI agent activity and output.
• Teach end users to build, read, and act on Salesforce reports and dashboards.
• Develop training materials: slide decks, step-by-step guides, quick reference sheets, and short how-to videos.
• Run onboarding sessions for new hires and refresher sessions as Salesforce and Agentforce features change.
• Host regular office hours or drop-in sessions to answer questions and troubleshoot user issues and route platform issues to Salesforce admins as needed.
• Partner with Salesforce admins to stay ahead of platform updates, new features, and releases, and translate them into user-facing training.
• Build and maintain the training roadmap in collaboration with the Lifecycle Marketing Manager, prioritizing by business impact and adoption gaps.
• Monitor user adoption and engagement data to identify knowledge gaps and target additional training where it's needed most.
• Gather feedback from end users and iterate on training content and delivery format.
• Maintain an internal knowledge base or help-center articles for self-service support.
• Track training attendance, completion, and effectiveness; report on adoption progress to the Lifecycle Marketing Manager and leadership.

Success Measures:

• Increased Salesforce and Agentforce adoption and active use across target teams.
• Faster time-to-proficiency for new hires.
• Fewer repeat "how do I…" questions and support requests as self-service content grows.
• Strong training attendance, completion, and satisfaction scores.

Minimum Requirements:

• 5+ years of marketing experience, including 3+ years of hands-on Salesforce Marketing Cloud experience (Journey Builder, Automation Studio, Email Studio, Contact Builder, and data extensions).
• Proven experience owning lifecycle, CRM, or retention marketing programs and showing measurable results.
• Working knowledge of SQL and HTML/CSS; AMPscript experience strongly preferred.
• Experience building segmented, personalized email and SMS campaigns, including MobileConnect.
• Working knowledge of Salesforce Sales Cloud and Marketing Cloud.
• Strong writing skills, with the ability to draft and edit clear, compelling email and text copy.
• Analytical mindset, with experience using data to measure performance, run tests, and guide decisions.
• Familiarity with email deliverability best practices and compliance requirements (CAN-SPAM, TCPA, CTIA).
• Detail-oriented, comfortable QA-ing your own work before it goes out the door.
• Ability to work cross-functionally with marketing, client service, IT, and data science teams.

Preferred:

• Salesforce Marketing Cloud Administrator, Email Specialist, or Consultant certification.
• Experience with Marketing Cloud Account Engagement (Pardot), Data Cloud, or Marketing Cloud Personalization.
• Experience with Salesforce CRM administration or reporting and dashboards.
• Experience in legal, financial, healthcare, or other high-trust, consultative service industries.

Core Values:

• Collaboration: At Lexicon, an emphasis is placed on working together seamlessly and leveraging the collective strengths of individuals within the organization. Employees promote communication, teamwork, and the sharing of ideas to achieve common goals and objectives.
• Responsiveness: Responsiveness measures our ability to react quickly and effectively to changes, demands, or challenges. A responsive Employee fulfills all obligations effectively and timely to our current and future clients, while maintaining effectiveness and staying aware of evolving business needs or circumstances.
• Culturally Positive: The "Courage to Ask Why" reflects our culture that encourages curiosity, understanding, critical thinking, and challenging the status quo. Employees professionally question existing processes, seek new viewpoints, and explore customer-focused solutions. Employees embrace and promote the values and beliefs of the organization and demonstrate respect for their colleagues, our clients, and the broader community. Employees create a culture that encourages "asking why" through professional curiosity, understanding, critical thinking, and challenging the status quo.
• Customer Service: Employees are committed to prioritize and exceed the expectations of current and future clients. Employees know and anticipate the needs of internal and external customers and act accordingly – providing high priority to customer satisfaction.
• Accountability: True accountability thrives in partnership. We build trust through open communication, transparency, and shared problem-solving – recognizing that success is collective, not individual. By sharing information, reporting progress, and inviting feedback at every level, we create a culture where everyone feels informed, empowered, and connected to the goals we're striving toward together

Acknowledgement:

The above statements describe the job's essential responsibilities and requirements. They are not an exhaustive list of the duties that may be assigned to job incumbents.