Salesforce Jobs in Richmond

3 positions found

Benefit Educator/ Life & Health Insurance Agent
Salary not disclosed
Richmond 1 week ago
Position Title: Benefit Educator Work Location: Mid-Atlantic Market (Baltimore, MD, Washington, DC, Richmond, VA) Assignment Duration: 8+ Months Work Arrangement: Onsite/Travel required Position Summary: · The role of the Benefit Educator is essential to our business's success.

· As the representative of The Organization, your primary responsibility is to conduct exceptional Open enrollment and customer events that set The Organization apart from competitors.

· In this customer-facing position, you will educate customers about The Organization’s products, services, and programs through various methods, including formal presentations, benefit fairs, and health fairs.

· Your goal is to create a highly satisfying and positive customer experience, demonstrating knowledge, competence, and professionalism.

· This is an “ as needed ,” variable hour role ; hours are not guaranteed and will fluctuate based on event demand (including occasional last-minute requests).

Background & Context: · Role involves customer-facing benefits education and event representation across multiple U.S.

markets.

Key Responsibilities: · Lead and deliver virtual, onsite, or prerecorded presentations in group settings as assigned to existing and prospective customers · Represent The Organization at customer events, ensuring a professional and positive image while effectively communicating products, programs, and solutions · Maintain current knowledge in all products, programs, solutions, and initiatives Follow established guidelines and procedures of customer events as assigned · Refer customer service inquiries, administrative functions , implementation, billing questions, and other customer, client and producer matters to appropriate internal partners · Coordinate, track, and update event meetings, including attendance , and top insights via data entry system ( ) by assigned deadlines Qualification & Experience: · High School Diploma or GED required · Current and active Health & Life License · Must be available during peak season (August-December) · Experience explaining and presenting employer-sponsored benefits and health insurance · Excellent communication and presentation skills · Proficiency in Microsoft Programs (PowerPoint, Word), CRM system ( ), and virtual learning platforms (WebEx, MS Teams, & Allego) · Ability to travel to local/remote trainings/meetings as assigned—75-100% · This role must be located within the assigned territory/market to drive or fly to client locations, local offices in and outside of the regional territory · Ability to utilize and maintain a personal, company-approved device (smartphone, tablet, etc.

with compatible operating system), keep required software and system access up to date, and adapt to evolving technology tools and systems Working Conditions & Physical Demands: · Extensive travel required within assigned territory · Variable-hour schedule; may include last-minute event assignments Additional Information: · This is an as-needed role; flexibility is essential Applicant Notices & Disclaimers For information on benefits, equal opportunity employment, and location-specific applicant notices, click here At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws.

This position's pay is: $30.58/hr.

Key Responsibilities: · Lead and deliver virtual, onsite, or prerecorded presentations in group settings as assigned to existing and prospective customers · Represent The Organization at customer events, ensuring a professional and positive image while effectively communicating products, programs, and solutions · Maintain current knowledge in all products, programs, solutions, and initiatives Follow established guidelines and procedures of customer events as assigned · Refer customer service inquiries, administrative functions, implementation, billing questions, and other customer, client and producer matters to appropriate internal partners · Coordinate, track, and update event meetings, including attendance, and top insights via data entry system ( ) by assigned deadlines
Not Specified
Senior Salesforce Product Manager
Salary not disclosed
Richmond, Virginia 1 week ago

Senior Salesforce Product Manager

Location: Remote

Department: Technology

Employment Type: Full-Time

About the Role

We are seeking a highly experienced Senior Salesforce Product Manager to lead the strategic evolution of our Salesforce ecosystem. This role will own the vision, roadmap, and execution of Salesforce as a core enterprise platform, ensuring it scales with the organization and supports long-term operational excellence and customer experience goals.

This individual will evaluate, recommend, and drive adoption of Salesforce products—including Health Cloud, Marketing Cloud, Service Cloud, and Agentforce as well as key AppExchange solutions. You will partner closely with stakeholders across the organization to understand complex business processes, identify workflow inefficiencies, and translate needs into scalable, user-centered Salesforce solutions.

Key Responsibilities

Product Strategy & Roadmapping

● Own and maintain the Salesforce product roadmap aligned with organizational goals and departmental priorities.

● Evaluate and recommend Salesforce clouds, features, and AppExchange applications, including cost-benefit analysis and implementation feasibility.

● Identify capability gaps and propose scalable platform enhancements to support growth and operational efficiency.

Cross-Department Workflow Optimization

● Partner with operations, customer support, sales, and executive leadership to understand current-state workflows.

● Translate business challenges into Salesforce-driven solutions using configuration, automation, Flows, packaged apps, or integrations.

● Standardize and optimize complex, cross-functional processes within Salesforce to improve efficiency, consistency, and user experience.

Implementation Leadership

● Lead or oversee the rollout of Salesforce packages, applications, integrations, and major configuration initiatives.

● Coordinate with Salesforce administrators, developers, external consultants, and business stakeholders to ensure successful implementations.

● Ensure all solutions are designed with scalability, maintainability, and long-term platform health in mind.

Data, Security & Governance

● Champion strong data quality, security, and governance practices across the Salesforce ecosystem.

● Help define and enforce standards for objects, fields, automations, integrations, and documentation.

● Partner with IT, security, and compliance teams to ensure platform compliance with applicable regulations (e.g., HIPAA, SOC 2).

Stakeholder Engagement & Enablement

● Serve as the internal Salesforce subject matter expert and trusted strategic advisor. ● Develop documentation, training materials, and enablement resources to support new features and optimized workflows.

● Establish feedback loops and success metrics to measure adoption, effectiveness, and business impact.

Qualifications

Required

● 4–7+ years of experience working with Salesforce in a product management, business analyst, platform owner, or similar capacity.

● Deep knowledge of Salesforce capabilities, including:

○ Service Cloud

○ Marketing Cloud

○ Health Cloud (preferred)

○ Agentforce (experience or exposure)

● Proven experience evaluating and implementing AppExchange packages and third-party integrations.

● Strong ability to analyze end-to-end business workflows and translate requirements into scalable Salesforce solutions.

● Excellent communication and stakeholder management skills, with the ability to work effectively across technical and non-technical audiences.

● Demonstrated success driving platform adoption, engagement, and change management.

Preferred

● Salesforce certifications such as Admin, Advanced Admin, Business Analyst, Service Cloud Consultant, Health Cloud Consultant, or Platform App Builder.

● Experience supporting healthcare, operations-heavy environments, contact centers, or customer support organizations.

● Familiarity with agile methodologies and product management frameworks.

Not Specified
Benefit Educator
Salary not disclosed
Richmond 2 weeks ago
Job Title: Benefit Educator Location: Richmond, VA Duration: 8 Months+ (Possible Extension) Schedule: As-needed basis | Anticipated minimum 15 hours/week during peak season Job Summary: The Benefit Educator is responsible for conducting open enrollment meetings and customer events to educate customers about products, services, and programs.

This is a customer-facing role that requires delivering presentations and creating a positive customer experience through professional communication and product knowledge.

Hours are variable and based on event demand.

Responsibilities: · Conduct virtual, onsite, or prerecorded group presentations for existing and prospective customers.

· Represent the organization at open enrollment meetings, benefit fairs, and health fairs.

· Educate customers on products, services, and programs.

· Maintain knowledge of products, programs, and initiatives.

· Follow established guidelines and procedures for assigned events.

· Refer customer service, billing, and administrative inquiries to internal teams.

· Track and update event details, attendance, and insights in Salesforce by assigned deadlines.

Requirements: · High School Diploma or GED · Current and activeHealth & Life License · Experience presenting employer-sponsored benefits and health insurance · Strong communication and presentation skills · Proficiency in Microsoft PowerPoint, Word, Salesforce, WebEx, MS Teams, and Allego · Must be available during peak season (August–December) · Ability to travel 75–100% for client events, meetings, and trainings · Must have reliable transportation · Ability to maintain and use a personal company-approved device (smartphone or tablet)
Not Specified
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