Job Description
Position Responsibilities
Lead onsite discovery at advisor branches (stakeholder interviews, workflow observation, process mapping) to assess current-state usage and identify gaps
Develop and present branch-specific recommendations (quick wins and longer-term actions) across process, training, and Salesforce configuration/usage to improve adoption and efficiency
Facilitate onsite enablement (workshops, role‑based coaching, walkthroughs, job aids/knowledge articles) and tailor content to each branch’s needs
Define engagement outcomes with branch stakeholders (adoption goals, success metrics, follow‑up actions) and drive accountability through post‑visit check‑ins
Translate onsite insights into clear requirements/user stories, partner with the Continuous Delivery Organization on prioritization, solution options, and release readiness communications
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