Sr. Salesforce User Engagement and Adoption Specialist

MFS Investment Management
Boston, USA
30 Apr 2022
19 May 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters - to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.

What you will be responsible for: The Sr Salesforce User Engagement and Adoption Specialist will play a key role in the strategy and optimization of the user experience enabled through the technology platforms that support MFS' Global Distribution teams. This position will provide the right candidate the opportunity to join a growing team within the organization that's tasked with playing a key role in MFS' technology optimization journey.

Principal Responsibilities:
  • Develop and execute technology strategy to support MFS' largest strategic initiatives with a focus on enhancing the user experience and creating efficiencies for users and stakeholders.
  • Manage training focused on Global Distribution technologies (such as Salesforce & Tableau CRM) for new hires during the onboarding process and throughout the user's tenure with MFS as it relates to new features and enhancements.
  • Engages with users to solicit feedback and analyze adoption of our technology applications to ensure continuous improvement, offering new ideas, strategies, and points of view to development teams
  • Work closely with cross-organizational Subject Matter Experts (SMEs) to translate technical concepts and data into training deliverables for stakeholders
  • Conducts technology training associated to multiple personas and play a key role as the point of contact to resolve issues and answer questions and modify training program based on need prioritization
  • Implements and communicates the latest enhancements to our technology applications and mobile applications to enhance the user experience
  • Build strong working relationships across MFS including all areas of Global Distribution, including Distribution leadership team. Works closely with other stakeholders including, Compliance, Global Information Technology , Global Distribution Solutions, and others.
  • Perform other related responsibilities as requested.

  • Bachelor's degree and 6-8 years of experience deploying technology, stakeholder engagement, and experience with CRM systems.
  • A deep understanding of the various selling processes by role for Global Distribution client facing personnel. Familiar with the sales cycle, people involved and flow of information for sales teams across an organization.
  • Thorough knowledge of Global Distribution channel business plans including key opportunities and challenges.
  • Ability to quickly develop strong relationships with business and technology leaders and to implement Global Distribution selling technologies as a competitive advantage for MFS.
  • Demonstrate the art of the possible through forward thinking technologies.
  • Ability to align functional expertise and solutions to meet the changing demands of clients, competitors, and regulators
  • Demonstrated ability to research, assess, design, and implement new solutions or modifications of existing solutions as needed.
  • Knowledge of Salesforce/Tableau CRM preferred.


What we offer:
  • Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time
  • Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave
  • Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions
  • Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more
  • Life & Disability Benefits: Company-paid basic life insurance and short-term disability
  • Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs

During the Covid pandemic, MFS Employees are currently working from home. When safe to do so and in accordance to local government guidelines, MFS will be a hybrid work environment (remote/onsite) unless otherwise stated in the job posting .

This position will require individuals to be fully vaccinated against COVID-19 as part of their job responsibilities, unless MFS approves an exemption as an accommodation due to a medical condition or sincerely held religious belief. Submission of an exemption request does not guarantee that an exemption will be approved or that the request can be accommodated.
If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email for assistance.

MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the EEO is the Law document and Pay Transparency Nondiscrimination Provision , linked for your reference.

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