Salesforce Training and Enablement Specialist (Salesforce)

Aperia - Dallas, Texasfull time

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On Site

mid

H1B: no

Aperia Solutions The Salesforce Training and Enablement Specialist at Aperia Solutions designs and delivers role-based training for a unified Salesforce platform across multiple customer-facing teams. The role involves creating multi-modal learning content and facilitating live and virtual training sessions.

Responsibilities

We are consolidating our merchant onboarding and servicing operations onto a unified Salesforce platform. The Salesforce Training & Enablement Specialist will design and deliver role-based learning that prepares our customer-facing teams to operate on the new platform confidently and effectively.
This is a builder role — you will not inherit a finished training library. You will work with the CoE, Salesforce Professional Services, and stakeholders across Sales, Operations, Servicing, Onboarding, and Underwriting to create the learning experiences that drive adoption and change.
The ideal candidate brings instructional design discipline, genuine customer service experience, and the ability to translate complex Salesforce workflows into persona-specific learning that sticks.
Persona-Based Training Design
Build and maintain training across four primary personas within the Pathways Learning Enablement Framework:
Sales: Lead creation, application submission, rate negotiation, equipment ordering.
Servicing: Account maintenance, case management, escalation handling,
Onboarding / Deployment: File build, order management, fulfillment tracking
Underwriting: Application review, KYC/KYB validation, approval workflows
Develop multi-modal content for each persona: illustrated walkthroughs, job aids, quick reference guides, e-learning modules, and facilitator guides
Author Salesforce Knowledge articles organized by persona so agents can self-serve at the moment of need
Build In-App Guidance walkthroughs that surface contextual help at the record level, reducing reliance on external documentation

Qualification

Experience with Salesforce KnowledgeBackground in paymentsLMS administration — SuccessFactorsEligibility RequirementsMonday to Friday

Preferred

Experience with Salesforce Knowledge, In-App Guidance, or Einstein features
Background in payments, merchant services, or financial services
LMS administration — SuccessFactors, Easygenerator, Cornerstone, or similar
Experience supporting a platform migration or system consolidation program
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.
Monday to Friday

Benefits

Medical
Dental
Vision
401(k)
PTO
Tuition
Parental Leave
Life Insurance

Company

Aperia Solutions

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