Sr. CRM (Salesforce) Training and Enablement Manager
Summary
Join Aperia Solutions, a leader in SaaS solutions for the Payments and Compliance industries. Aperia is a Texas-based fintech and managed consultancy firm that creates custom SaaS applications and other software-based solutions for the payments, banking, and processing industry. Founded in 1999, Aperia offers business intelligence, risk management, compliance, and customer intelligence platforms. With offices in Dallas, Washington DC, and Vietnam, Aperia is a fast-paced, global organization that strives to improve efficiency in compliance, risk, and customer service operations. Aperia’s clients include banks, processors, payment facilitators, merchant service providers, independent sales organizations, and government entities. A career at Aperia promises a great challenge, culture, and opportunities to forge your own path.
Position Summary
The Senior CRM (Salesforce) Training and Enablement Manager is responsible for driving user enablement, training effectiveness, and adoption of Salesforce capabilities across Operations teams. You will play a critical role in ensuring that operational users are equipped with the knowledge, tools, and support needed to effectively use Salesforce in their day-to-day activities, with a particular focus on onboarding, servicing, and managing B2B customers.
You will partner closely with stakeholders across Operations, Sales, Product, User Experience, and Technology to translate Salesforce process changes and new capabilities into effective training strategies, learning content, and adoption plans. This role will help ensure that investments in Salesforce deliver measurable business value through strong user readiness, process consistency, and sustainable adoption.
This role is based in our office in Jacksonville, FL and offers a flexible hybrid work environment where you will have a blend of 3 in-office days and 2 remote working days in the work week.
Responsibilities
- Play leading role in leading training for transformation programs, in partnership with product
- Partner with stakeholders across Product, Sales Enablement, Operations, Risk, Sales, and Marketing to understand business processes, user pain points, and training needs related to Salesforce.
- Develop and lead the training and enablement strategy for Salesforce capabilities used by Operations teams.
- Create and maintain high-quality enablement materials including training plans, videos, facilitator guides, user guides, process documentation, job aids, e-learning content, and knowledge articles.
- Translate new Salesforce features, process updates, and project changes into clear, business-friendly training and communication plans.
- Work with Product Managers, Solution Managers, User Experience, and Technology teams to ensure training content reflects the intended user journey and operational process design.
- Support business readiness for Salesforce releases by coordinating training delivery, communications, user engagement, and change management activities.
- Deliver live and virtual training sessions, workshops, and hands-on learning experiences for end users, team leads, and new joiners.
- Establish feedback loops with stakeholders and end users to evaluate training effectiveness and continuously improve enablement content and delivery methods.
- Monitor and report on adoption, knowledge gaps, and readiness metrics to help drive improved user performance and platform utilization.
- Act as a Salesforce enablement subject matter expert for Operations, helping leaders identify where additional training, reinforcement, or process clarification is required.
- Partner with stakeholders to support user acceptance testing readiness, go-live preparedness, and post-launch adoption activities.
- Collaborate with CRM, Product, and Engineering teams to stay aligned on roadmap priorities, release timelines, and change impacts to users.
- Help embed scalable onboarding and continuous learning programs for Operations teams using Salesforce.
Skills and Qualifications
- Bachelor’s Degree in a related field of study.
- 5–7+ years of experience in training, enablement, learning & development, change management, product operations, or CRM-related roles.
- Strong working knowledge of the Salesforce platform, with the ability to understand workflows, user journeys, and operational processes well enough to translate them into effective training and enablement.
- Experience supporting Operations teams in a high-volume, process-driven environment.
- Ability to design and deliver training for both new processes and system enhancements in a structured, scalable way.
- Experience creating training materials across multiple formats, including instructor-led training, virtual sessions, self-service guides, and digital learning content.
- Familiarity with agile development teams and processes, supported by JIRA, Confluence, or similar systems.
- Strong communication and stakeholder management skills, with the ability to engage audiences ranging from frontline users to senior management.
- Strong organizational skills and the ability to manage multiple initiatives in a fast-paced environment.
- Experience in payments, financial services, or other regulated industries is preferred.
- Salesforce certifications, training certifications, or change management certifications are required.
Preferred Attributes
- Passion for helping teams adopt new tools and ways of working.
- Strong attention to detail with the ability to simplify complex system or process changes into practical, easy-to-understand guidance.
- Data-driven mindset with the ability to measure training effectiveness and adoption outcomes.
- Collaborative approach with a focus on business impact, user experience, and continuous improvement.
Eligibility Requirements
- Must be willing to submit to a background investigation and drug test as part of the selection process.
- This position is not eligible for visa sponsorship. Applicants must have authorization to work in the country without the need for sponsorship.
Job Type
- Full-Time
Schedule
- Monday to Friday
Location
- Jacksonville, FL; Hybrid
Benefits
- Health insurance
- Health savings account
- Dental insurance
- Vision insurance
- 401(k) matching
- Life insurance
- Paid time off
- Parental leave
- Disability insurance
- Childcare assistance
- Education reimbursement
- Fitness membership
- Volunteer time off
This job description is not intended to be all-inclusive. An employee may also perform other reasonable related business duties as assigned by their immediate supervisor or management. Principals only.
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