Sr CRM Enablement Partner

Empowered to live. Inspired to work.
Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.

How we support you:

• Hybrid model - up to 50% work from home
• Flexible schedules including ample flexibility in the summer months
• Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
• Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
• Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
• Learning and development programs
• Mentorship programs
• Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
• Professional membership/certification reimbursement and more!

Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.

To learn more about Compeer Financial visit

Where you will work: This position offers a hybrid work option up to 50%. remote and is open to any Compeer office location in Illinois, Minnesota and Wisconsin.

The contributions you will make: This position is responsible for maximizing the effectiveness of the Sales Enablement function by owning the enablement, usability, and adoption of Salesforce (CRM) for the sales organization. Ensures the
Salesforce platform supports defined sales processes, enables pipeline visibility, and provides access to reporting and tools that drive sales performance. This position acts as a strategic consultant to internal stakeholders, translating business needs into CRM strategies and requirements, while identifying opportunities to improve adoption, standardization, and overall effectiveness. Drives consistent use of Salesforce through change management, best practices, and alignment between sales workflows and system capabilities. This position also maintains a dedicated focus on Salesforce and partners across the organization to support implementation, continuous improvement, and long-term value realization.

A typical day:

CRM Strategy and Sales Process Optimization

• Serves as the primary internal business Salesforce consultant, providing strategic guidance on CRM tool capabilities, process optimization, and best practices
• Proactively identifies opportunities to improve Salesforce adoption, usability, and alignment with sales processes and business objectives.
• Develops project plans outlining tasks, milestones, timelines, and responsibilities.
• Owns the sales-facing CRM experience, ensuring Salesforce supports defined sales processes, workflows, and user needs.
• Translates business needs into CRM requirements and partners with internal teams to support implementation of enhancements.
• Serves as the Salesforce SME for Sales, maintaining deep understanding of platform capabilities and best practices.
• Supports the import and management of prospect lists and bulk contact data in alignment with established processes.
• Establishes and reinforces CRM governance, data standards, and best practices to drive consistency and data integrity.
• Monitors and analyzes CRM adoption and usage metrics, identifying trends and recommending actions to improve effectiveness.
• Generates insights related to CRM usage and enablement effectiveness for leadership.
• Leads change management efforts related to Salesforce enhancements, ensuring successful adoption and minimal disruption.

Adoption, Training and Change Management

• Designs and delivers Salesforce training on dashboards, reporting, and workflows.
• Supports CRM onboarding for new hires including navigation, expectations, and best practices.
• Identifies adoption gaps through data, feedback, and observation, and implements targeted interventions
• Develops and maintains user guides and documentation to support effective system use.
• Integrates CRM into onboarding and ongoing enablement programs.
• Reinforces best practices for data entry, pipeline management, and system usage.
• Supports change management efforts for CRM enhancements.

Reporting, Insights and Performance Enablement

• Coordinates dashboards and reporting for sales teams and leadership ensuring usability and access.
• Ensures reporting supports standardized pipeline visibility, forecasting, and performance management.
• Supports sales planning by enabling access to CRM data and reporting tools.
• Partners with stakeholders to align reporting with defined metrics
• Collaborates with internal teams to ensure CRM tools function effectively for users.
• Monitors reporting usability and escalates issues as needed.

The skills and experience we prefer you have:

• Bachelor's degree in business administration, finance, marketing, or related field or equivalent
• experience.
• Minimum of 7 years of experience in sales enablement, CRM (Salesforce), or related field.
• Demonstrated ability to act as a strategic consultant to business partners, influencing decisions and driving alignment
• Strong understanding of Salesforce functionality with the ability to connect system capabilities to business outcomes
• Understanding of sales processes and ability to reinforce workflows.
• Experience supporting CRM adoption, training, and change management.
• Ability to translate business needs into system requirements.
• Strong analytical and problem-solving skills.
• Strong communication and stakeholder management skills.
• Ability to manage multiple priorities and projects.
• Proficiency in Microsoft Office and CRM systems.
• Ability to work independently and collaboratively.

#IND100

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Base Pay $84,400$127,700 USD

Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.

Click here to view federal employment laws applicable for applicants.

Required

Preferred

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