Design and deliver a role-based Salesforce learning and adoption programme across commercial teams. Assess capability, create training strategy, develop instructor-led and e-learning content, establish CRM best practices, improve adoption, data quality, governance, and measure success across Sales, BD, Account Management and Commercial Ops.
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.
Key Responsibilities
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
Skills, Knowledge and Expertise
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
What we offer
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.
To apply, please submit your Résumé / CV, a personal summary, your salary expectations and please inform us of your notice period.
Unfortunately, we are unable to accept applications via email, telephone, or social media platforms. To be considered for this position, please submit your application using the link provided. Applications submitted through any other channel will not be reviewed.
Unfortunately, we are unable to accept applications via email, telephone, or social media platforms. To be considered for this position, please submit your application using the link provided. Applications submitted through any other channel will not be reviewed.
About
From its academic roots, Aurora Energy Research is a thriving, rapidly growing company, currently serving over 1000 of the world’s most influential energy sector participants, including utilities, investors, and governments. While we constantly strive to reach new markets and diversify our product portfolio, we are already active across the globe in Asia-Pacific, Latin America, Europe, South Africa and North America, working with leading organisations to provide comprehensive market intelligence, bespoke analytic and advisory services, and cutting-edge software. We are a diverse team of experts with vast energy, financial, and consulting backgrounds, covering power, hydrogen, carbon, and fossil commodities. With this, we provide data-driven intelligence to fuel strategic decisions in the global energy transformation.
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