Broker Technology Enablement Lead

Job Title

Broker Technology Enablement Lead

We are seeking a dynamic, self-starter Broker Technology Enablement Lead to bridge the gap between brokerage professionals and the technology tools that drive their success. This role will play a pivotal part in ensuring that Occupier brokers maximize the value of our Salesforce CRM and sales technology ecosystem—helping them improve efficiency, client engagement, and revenue growth. The ideal candidate is independent, highly motivated, and has a strong background in commercial real estate (CRE) with a deep understanding of brokerage workflows, sales enablement strategies, and technology adoption.

They will work closely with brokers, sales teams, and global success teams to provide hands-on support, training, and insights that translate business needs into effective technology solutions.

Key Responsibilities

• Stay current with industry trends and best practices in digital sales enablement.
• Develop and implement strategies to enhance broker productivity through improved adoption and utilization of sales technology.
• Conduct needs assessments to identify skill gaps and training requirements.
• Collaborate with sales teams to understand their needs and provide tailored training solutions.
• Design and deliver targeted training programs that improve technology fluency among brokers.
• Create and maintain training materials, including presentations, guides, and online resources.
• Train brokers on the effective use of Linked In Sales Navigator, Zoom Info, and other business development tools.
• Provide ongoing support and coaching to brokers to ensure successful adoption of new tools and techniques.
• Monitor and evaluate the effectiveness of training programs and make necessary adjustments.
• Analyze sales and user engagement data to identify trends, gaps, and opportunities for improvement.

• Partner closely with the Salesforce CRM team to ensure seamless integration and utilization of CRM tools.
• Collaborate with brokers and technology teams to refine workflows and ensure technology aligns with business outcomes.
• Partner with the CRM Success Team to improve adoption of Salesforce and other sales tools by tailoring solutions to broker needs.
• Act as a trusted advisor to brokers, understanding their business challenges and identifying ways technology can drive success.
• Understand the sales cycle and how to sell in commercial real estate.
• Assist brokers in developing and implementing effective sales strategies.
• Provide guidance on lead generation, prospecting, and closing deals.
• Develop customized sales plans and goals in partnership with brokers and leadership.
• Work alongside global success teams, sales leadership, and product teams to align technology initiatives with sales priorities.
• Collaborate with Revenue Operations, Transformational Sales, Salesforce Delivery/Product, and Customer Success Teams to drive adoption of CRM-built broker products.

• Bachelor’s degree in Business, Marketing, Education, or a related field.
• 5+ years of experience in sales enablement, technology adoption, or a related role within commercial real estate (CRE is required), financial services, or a similar brokerage environment.
• Strong understanding of brokerage operations and the role of CRM/sales tools in driving business outcomes.
• Experience with Salesforce CRM, sales enablement, and business development tools (Zoom Info, Sales Navigator, Digital Adoption Platforms).
• Proven ability to build relationships with sales professionals and drive engagement with technology solutions.
• Proficiency in electronic procurement and analytical software.
• In-depth business management, supply chain, and strategic sourcing knowledge.
• Ability to quickly learn technology and business processes.
• Self-starter with strong initiative and ability to work independently
  , proactively identifying opportunities for improvement.
• Strong communication, presentation, training, and stakeholder management skills.
• Data-driven mindset with the ability to interpret analytics and drive strategic…