Salesforce Training and Support Specialist

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.

Univest Financial Corp

Salesforce Training and Support Specialist

US-PA-Souderton

Job ID : 6358

Type : Full Time

of Openings : 1

Category : Operations

Univest Financial Corporation

Overview

Univest Financial Corporation (UVSP), has approximately $7.9 billion in assets and $5.0 billion in assets under management and supervision (as of June 30, 2024).

Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region.

For nearly 150 years, Univest has stayed true to our philanthropic spirit and the strength of our Committed To Local giving program is one of the things that differentiates us.

In 2023, Univest donated $2.4 million to our local nonprofits and our employees volunteered more than 13,100 hours.

At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity.

Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.

We're hiring a Salesforce Training and Support Specialist to join our Innovation Team.

Please note - this is a hybrid position, where you'll need to be on site in Souderton, PA for part of the work week

Responsibilities

KNOWLEDGE & SKILLS

Experience creating a software training and usage plan, both in-person and remote; Strong organizational skills with high attention to detail

Ability to work well both independently as well as collaboratively in a team environment

Excellent interpersonal and communication skills to interact with employees of all organizational and technical skill levels

High energy, enthusiastic, and motivational training style

Act as change agent and champion to promote best practices for the organization's transformation and adoption of this new technology

POSITION INCLUDES

Assist in the development, delivery, and continuous improvement of training materials, including user guides and job aids

Collaborate with stakeholders to design content that matches educational needs of users

Work with solution architects to translate business and technical processes into clear, concise information to train audiences of varying levels of technical knowledge

Write and record training scripts for online training library

Assist with scheduling classes, enrollment invitations and attendance tracking

Draft clear and professional communications to system users

Communicate any new processes needed in order to drive adoption and efficiencies to the Product Owner for consideration

Create and maintain a positive and professional learning environment

Evaluate the effectiveness of all training conducted and incorporate feedback to enhance the participant's experience

Provide support to end users, troubleshoot technical issues and provide solutions, and liaise with other departments as needed

Assist with the coordination, test script creation and user support of all user acceptance testing as needed

Assist with other Salesforce / nCino duties as needed

Responsible for compliance with laws and regulations that apply to the position, including the Univest Code of Conduct

Perform additional duties as required

Qualifications

• Bachelor's 4-year degree in Education, Adult Learning, Instructional Design or related field; or equivalent work experience in a corporate training position
• Minimum two (2) years' experience in a corporate education or training and development role
• Demonstrated experience using Salesforce, and a proven technical understanding of the platform and its capabilities (2-3 years preferred)
• Experience nCino preferred
• Training and documentation experience with a variety of delivery modalities including, but not limited to in-person, Webinars, Salesforce Chatter, Salesforce Trailhead, Video, Email, and self-guided How-To manuals (1-3 years preferred)
• Experience creating a software training and usage plan, both in-person and remote
• Strong knowledge of adult learning principles
• Excellent oral and written communication skills, particularly as it relates to explaining both simple and complex technical concepts to technical and non-technically focused employees
• Strong customer service skills
• Proficient in MS Word, Excel and PowerPoint
• Jira experience (preferred)

Click here for Benefit Information

Univest

LI-Hybrid

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Please see job description

PI250757738