Cambridge Savings Bank · 4 hours ago
Salesforce Training & Production Support Specialist
Cambridge Savings Bank is a full-service banking institution dedicated to positively impacting the financial well-being of its customers and community. They are seeking a dynamic Salesforce Training & Production Support Specialist to drive user adoption of Salesforce through engaging training and ensure smooth daily operations by supporting users in production. The role involves developing training programs, providing user support, and facilitating communication between business users and technical resources.
BankingFinanceFinancial Services
Responsibilities
Develop, deliver, and continuously update Salesforce training programs tailored to various user groups (end users, power users, managers)
Facilitate training sessions, workshops, and office hours to promote adoption and proficiency
Create self-service learning materials such as quick reference guides, videos, and FAQs
Partner with business leaders and Salesforce admins to incorporate new features into training
Champion Salesforce adoption through change management and communication efforts
Provide first-line support for Salesforce-related inquiries, issues, and troubleshooting
Monitor and manage support tickets, ensuring timely resolution or escalation to admins/technical teams
Document recurring issues and partner with admins/developers on system fixes or enhancements
Provide end-user coaching on 'how-to' questions, reinforcing best practices in real time
Participate in UAT (User Acceptance Testing) for new features, enhancements, or integrations
Maintain a knowledge base of solutions, best practices, and training resources
Willing and able to travel to branch site visits
Perform additional duties as required
Qualification
Required
2+ years of Salesforce experience in a support or training role
Strong knowledge of Salesforce Financial Service Cloud including Sales Cloud, Service Cloud, and Lightning Experience
Excellent communication and presentation skills, with the ability to explain technical concepts in simple terms
Proficiency in creating training materials using Word, PowerPoint, video tools, or e-learning platforms
Willing and able to travel to branch site visits
Preferred
Knowledge of nCino Loan Originations is a plus
Experience with ticketing/help desk tools (e.g., Fresh Service, Jira) preferred
Salesforce Administrator certification strongly preferred
Benefits
Healthcare
Parental planning
Mental health benefits
Performance bonus opportunities
A 401(k) plan and match
Flexible time off
Company
Cambridge Savings Bank
Cambridge Savings Bank is a public bank serving both individuals and businesses.
Funding
Current Stage
Growth StageRecent News
Seattle TechFlash
2025-07-04
Company data provided by crunchbase