TD is seeking a Manager II Salesforce Ambassador in Toronto to promote Salesforce adoption among Advisors and improve client experience in Wealth Advice. This role combines management expertise with technical Salesforce skills. As a Salesforce Ambassador, you will act as the subject matter expert guiding Advisors in their usage of the CRM platform.
This position involves a mix of user support, project management, and content development tailored for the Wealth Advice segment. You will ensure solutions align with Advisors’ needs while handling diverse business specifics across projects. Key Responsibilities:
Provide expert support for Salesforce inquiries
Collaborate with teams to define effective business requirements
Conduct application testing as needed
Build and maintain user-friendly reporting dashboards
Develop digital tools and resources for facilitation Requirements:
Minimum of 5 years relevant Salesforce experience
Expertise in Wealth Advice Business practices
Solid communication and problem-solving skills
Ability to manage multiple complex initiatives
Mandate a client-first approach in all duties Elevate your career by combining your Salesforce and managerial expertise to support the client team at TD.
📌 Manager Ii Salesforce Ambassador In Toronto Ottawa (Canada)
🏢 RiseMe
📍 Canada
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