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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