Amalgamated Bank · 1 week ago
Salesforce CRM/Business Trainer
New York, NY, US
Full-time
Hybrid
Mid Level
$80K/yr - $90K/yr
3+ years expAmalgamated Bank is seeking a knowledgeable and engaging Salesforce CRM trainer to support user adoption and business effectiveness across the bank. This role is critical in equipping employees with the skills to leverage Salesforce for client management and service delivery, while also creating customized training content and delivering engaging training sessions.
Banking
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
Qualification
Required
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
Preferred
Salesforce certifications (e.g., Admin, Advanced Admin, Sales Cloud Consultant)
Experienced with Agile methodology
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
Company
Amalgamated Bank
For over a century, Amalgamated Bank has been America’s Socially Responsible bank supporting thousands of people, organizations, causes and businesses.
Founded in 1923New York, New York, USA
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Keith Mestrich
Retired President and CEO
Sam Brown
Senior Executive Vice President, Chief Banking Officer
Recent News
Amalgamated Financial Corp.
2025-07-24
GlobeNewswire News Room
2025-07-11
Simply Wall Street
2024-04-28
Company data provided by crunchbase