SalesForce Training & Enablement Specialist

Lexicon Services•Town and Country, MO

About The Position

Lexicon supports Cordell & Cordell, the nation’s largest family law firm, by providing professional legal services and operational and client support. Together, the organizations focus on client-centered service and high-quality experiences throughout the client journey. The Salesforce Training & Enablement Specialist owns end-user training and adoption for teams using Salesforce, including Marketing, Intake, Local Office Staff, and other business users. Reporting to the Lifecycle Marketing Manager, the specialist teaches users to work with Sales Cloud, Marketing Cloud, the custom-built Agentforce dashboard, and Salesforce reports and dashboards. The role develops training materials, delivers live and self-paced learning, supports users, and coordinates with Salesforce administrators to translate platform updates into useful training. The specialist also monitors adoption, maintains self-service resources, and reports on training effectiveness and adoption progress.

Requirements

At least 5 years of marketing experience, including at least 3 years of hands-on Salesforce Marketing Cloud experience with Journey Builder, Automation Studio, Email Studio, Contact Builder, and data extensions.
Proven experience owning lifecycle, CRM, or retention marketing programs and demonstrating measurable results.
Working knowledge of SQL and HTML/CSS.
Experience building segmented, personalized email and SMS campaigns, including MobileConnect.
Working knowledge of Salesforce Sales Cloud and Marketing Cloud.
Strong writing skills, including the ability to draft and edit clear, compelling email and text copy.
Analytical mindset and experience using data to measure performance, run tests, and guide decisions.
Familiarity with email deliverability best practices and compliance requirements, including CAN-SPAM, TCPA, and CTIA.
Attention to detail and comfort with quality-checking work before release.
Ability to work cross-functionally with marketing, client service, IT, and data science teams.

Nice To Haves

AMPscript experience.
Salesforce Marketing Cloud Administrator, Email Specialist, or Consultant certification.
Experience with Marketing Cloud Account Engagement (Pardot), Data Cloud, or Marketing Cloud Personalization.
Experience with Salesforce CRM administration, reporting, and dashboards.
Experience in legal, financial, healthcare, or other high-trust, consultative service industries.

Responsibilities

Design and deliver training for Sales Cloud and Marketing Cloud users.
Train users to use, supervise, and interpret AI agent activity and output in the custom-built Agentforce dashboard.
Teach end users to build, read, and act on Salesforce reports and dashboards.
Develop slide decks, step-by-step guides, quick reference sheets, and short how-to videos.
Run onboarding sessions for new hires and refresher sessions as Salesforce and Agentforce features change.
Host office hours or drop-in sessions, answer questions, troubleshoot user issues, and route platform issues to Salesforce administrators as needed.
Partner with Salesforce administrators to track platform updates, features, and releases and translate them into user-facing training.
Build and maintain the training roadmap with the Lifecycle Marketing Manager, prioritizing according to business impact and adoption gaps.
Monitor user adoption and engagement data to identify knowledge gaps and target additional training.
Gather end-user feedback and improve training content and delivery formats.
Maintain an internal knowledge base or help-center articles for self-service support.
Track training attendance, completion, and effectiveness, and report adoption progress to the Lifecycle Marketing Manager and leadership.