Salesforce Training & Adoption Consultant

Salesforce Training & Adoption Consultant

Department: Tech - IT

Employment Type: Fixed Term - Full Time

Location: Oxford, UK

Join our project team in IT as we deliver an optimised Lead to Cash experience across sales teams and finance for the duration of 3 months.

Aurora is undertaking Project Nexus, a major business transformation programme that introduces new Lead-to-Cash processes supported by Salesforce and Dynamics 365.

The Salesforce Training & Adoption Consultant will be responsible for designing and delivering a comprehensive commercial learning and adoption programme that enables successful transition to new ways of working while also establishing a more consistent and mature approach to Salesforce usage across the business.

This role goes beyond traditional system training. The successful candidate will combine Salesforce expertise, business process understanding and change management capability to improve user adoption, data quality, governance and overall CRM effectiveness across Sales, Business Development, Account Management and Commercial Operations teams. The role aligns with the Nexus training approach of role-based, process-led learning and behaviour change.

Training Strategy & Design

• Work with change manager and Aurora Salesforce SMEs to assess current Salesforce capability, training needs and adoption challenges across commercial teams.
• Work with change manager to design a role-based training strategy aligned to Project Nexus objectives.
• Establish a consistent Salesforce learning framework for Commercial users.
• Create learning objectives, competency frameworks and success measures.
• Develop training pathways for different user groups including:
• Sales Representatives
• Business Development Managers
• Account Managers
• Team Administrators
• Commercial Leaders
• Data Stewards
• Super Users and Champions

Content Development

• Develop engaging, business-focused training materials.
• Produce:
• Instructor-led training content
• Virtual training presentations
• Quick reference guides
• Process walkthroughs
• Job aids
• FAQs
• E-learning content
• Video demonstrations
• Build training scenarios using real business processes and customer journeys.
• Translate complex system functionality into practical day-to-day activities.

Salesforce Best Practice & Standardisation

• Define and promote consistent Salesforce ways of working across Aurora.
• Help embed consistent standards and behaviours that improve commercial effectiveness and reporting quality.
• Establish best practice guidance covering:
  • Opportunity Management
  • Pipeline Management
  • Forecasting
  • Account Management
  • Contact Management
  • Activity Tracking
  • Data Quality
  • CRM Governance

Required attributes:

• Extensive Salesforce experience in a Commercial enterprise
• Understanding and demonstratable experience of Lead to Cash processes
• Hands on delivery of training relating to new processes
• The ability to be an advocate for change

Desirable attributes:

• Extensive Salesforce enablement and training delivery within a SaaS-led enterprise
• Experience of Lead to Cash Workflows
• Ideally between Salesforce and D365
• Salesforce Trailhead experience
• Salesforce certifications
• D365 training delivery

Some of the benefits we include are:

• Private Medical Insurance
• Dental Insurance
• Parental Support
• Salary-Exchange Pension
• Employee Assistance Programme (EAP)
• Local Oxford Discounts
• Cycle-to-work Scheme
• Flu Jabs

At AER, we are committed to offering flexibility in the way we work. Most of our roles are hybrid with a mix of in-office/home working and potentially adjustable working hours. Let's discuss what works for you and AER during the interview process.

The Company is committed to the principle that no employee or job applicant shall receive unfavourable treatment on grounds of age, disability, gender reassignment, race, religion or belief, sex, sexual orientation, marriage or civil partnership, pregnancy, and maternity.