Salesforce CRM/Business Trainer

Amalgamated Bank of NY•New York, NY

About The Position

We are seeking a knowledgeable and engaging Salesforce CRM trainer to support Salesforce user adoption and business effectiveness across the bank. This role is critical in equipping employees with the knowledge and skills to leverage Salesforce for client management, sales tracking, service delivery, and regulatory compliance. The ideal candidate understands Salesforce and the nuances of the banking services industry and can proactively develop and deliver high-impact training that empower our employees to effectively use Salesforce. The candidate will be responsible for creating customized training content, leading in-person and virtual sessions, and supporting user adoption across various teams.

Requirements

Bachelor’s degree or equivalent work experience
3+ years of experience as Salesforce Trainer, Administrator, or CRM training lead, preferably in the banking or financial industry
Deep understanding of Salesforce platform (Financial Services Cloud, Marketing Cloud, etc.).
Strong presentation, communication, facilitation, and interpersonal skills.
Self-starter with the ability to work independently and manage multiple priorities.
Experience with LMS platforms, training tools, and content creation software.
Ability to simplify technical concepts for non-technical users.
Strong organizational and project management skills.
Experienced with Agile methodology

Nice To Haves

Salesforce certifications (e.g., Admin, Advanced Admin, Sales Cloud Consultant) preferred.
Experience supporting system rollouts or digital transformation initiatives in banking, a plus
Familiarity with Salesforce integrations and 3rd party apps, a plus
Background in change management or adult learning theory, a plus

Responsibilities

Design and deliver comprehensive tailored Salesforce and Business training programs for new and existing bank users across the bank (e.g., front-line bankers, relationship managers, operations teams, executives, etc.)
Develop user guides, e-learning modules, videos, and other supporting materials.
Act as a self-starter to assess training needs and propose learning solutions aligned with business objectives.
Customize training based on department needs (Sales, Marketing, Service, etc.)
Deliver engaging training sessions (in-person and virtual) that address CRM functionality, process workflows and data integrity practices e.g., hands-on sessions, workshops, and 1:1 coaching as needed.
Collaborate with Salesforce administrators, project teams and business stakeholders to ensure training reflects system updates and banking use cases.
Promote consistent usage of Salesforce to support sales performance, client engagement, and regulatory recordkeeping.
Gather feedback to continuously improve training effectiveness and user experience.
Support change management and adoption efforts during system rollouts and updates.
Support onboarding of new hires and maintain a training calendar, track attendance, participation, and performance metrics.
Stay current with Salesforce enhancements and industry best practices, particularly within banking and financial services.