Sr CRM Enablement Partner

Compeer Financial•Lakeville, MN

14h•$84,400 - $127,700•Hybrid

About The Position

Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin, providing financial services to support agriculture and rural communities. The Sr CRM Enablement Partner position is responsible for maximizing the effectiveness of the Sales Enablement function by owning the enablement, usability, and adoption of Salesforce (CRM) for the sales organization. This role ensures the Salesforce platform supports defined sales processes, enables pipeline visibility, and provides access to reporting and tools that drive sales performance. The partner acts as a strategic consultant to internal stakeholders, translating business needs into CRM strategies and requirements, while identifying opportunities to improve adoption, standardization, and overall effectiveness. They drive consistent use of Salesforce through change management, best practices, and alignment between sales workflows and system capabilities, maintaining a dedicated focus on Salesforce and partnering across the organization to support implementation, continuous improvement, and long-term value realization.

Requirements

Bachelor’s degree in business administration, finance, marketing, or related field or equivalent experience.
Minimum of 7 years of experience in sales enablement, CRM (Salesforce), or related field.
Demonstrated ability to act as a strategic consultant to business partners, influencing decisions and driving alignment.
Strong understanding of Salesforce functionality with the ability to connect system capabilities to business outcomes.
Understanding of sales processes and ability to reinforce workflows.
Experience supporting CRM adoption, training, and change management.
Ability to translate business needs into system requirements.
Strong analytical and problem-solving skills.
Strong communication and stakeholder management skills.
Ability to manage multiple priorities and projects.
Proficiency in Microsoft Office and CRM systems.
Ability to work independently and collaboratively.

Responsibilities

Maximizing the effectiveness of the Sales Enablement function by owning the enablement, usability, and adoption of Salesforce (CRM) for the sales organization.
Ensuring the Salesforce platform supports defined sales processes, enables pipeline visibility, and provides access to reporting and tools that drive sales performance.
Acting as a strategic consultant to internal stakeholders, translating business needs into CRM strategies and requirements, while identifying opportunities to improve adoption, standardization, and overall effectiveness.
Driving consistent use of Salesforce through change management, best practices, and alignment between sales workflows and system capabilities.
Maintaining a dedicated focus on Salesforce and partnering across the organization to support implementation, continuous improvement, and long-term value realization.
Serves as the primary internal business Salesforce consultant, providing strategic guidance on CRM tool capabilities, process optimization, and best practices.
Proactively identifies opportunities to improve Salesforce adoption, usability, and alignment with sales processes and business objectives.
Develops project plans outlining tasks, milestones, timelines, and responsibilities.
Owns the sales-facing CRM experience, ensuring Salesforce supports defined sales processes, workflows, and user needs.
Translates business needs into CRM requirements and partners with internal teams to support implementation of enhancements.
Serves as the Salesforce SME for Sales, maintaining deep understanding of platform capabilities and best practices.
Supports the import and management of prospect lists and bulk contact data in alignment with established processes.
Establishes and reinforces CRM governance, data standards, and best practices to drive consistency and data integrity.
Monitors and analyzes CRM adoption and usage metrics, identifying trends and recommending actions to improve effectiveness.
Generates insights related to CRM usage and enablement effectiveness for leadership.
Leads change management efforts related to Salesforce enhancements, ensuring successful adoption and minimal disruption.
Designs and delivers Salesforce training on dashboards, reporting, and workflows.
Supports CRM onboarding for new hires including navigation, expectations, and best practices.
Identifies adoption gaps through data, feedback, and observation, and implements targeted interventions.
Develops and maintains user guides and documentation to support effective system use.
Integrates CRM into onboarding and ongoing enablement programs.
Reinforces best practices for data entry, pipeline management, and system usage.
Supports change management efforts for CRM enhancements.
Coordinates dashboards and reporting for sales teams and leadership ensuring usability and access.
Ensures reporting supports standardized pipeline visibility, forecasting, and performance management.
Supports sales planning by enabling access to CRM data and reporting tools.
Partners with stakeholders to align reporting with defined metrics.
Collaborates with internal teams to ensure CRM tools function effectively for users.
Monitors reporting usability and escalates issues as needed.

Benefits

Hybrid model – up to 50% work from home
Flexible schedules including ample flexibility in the summer months
Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
Medical insurance
Dental insurance
Vision insurance
HSA/FSA
Life & AD&D insurance
Short-term and long-term disability
Wellness program & EAP
Vacation
Sick leave
Holidays/floating holidays
Parental leave
Volunteer paid time off
Learning and development programs
Mentorship programs
Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
Professional membership/certification reimbursement