Salesforce Governance and Training Manager

Legal & General supports the savings, protection and retirement needs of around 14 million people, through our portfolio of retail and workplace businesses.

Our Retail division helps people enjoy a more colourful retirement, both directly and through their employers, including Lifetime Mortgages, Retirement Interest Only Mortgages and financial advice on our range of lending products.

We are the UK’s number one individual life insurer, and also provide Group Protection products for employers – all helping people to plan for the unexpected. We support home buying through our Mortgage Club – the UK’s largest – and our award-winning Surveying Services team. And our fintech team finds and supports socially useful start-ups and scale-ups working in the workplace, home, insurance and wealth areas.

Joining us means helping create brighter financial futures for all our customers. 

We’re currently looking to hire a Salesforce Governance & Training Manager to join Legal and General Retail

An exciting position where you’ll develop and implement Salesforce governance policies and best practices to optimise Salesforce engagement across the Retail Group

You’ll  develop and deliver training programmes to enhance user adoption, improve system proficiency and facilitate continuous learning among our users

What you'll be doing:

• Developing, documenting & implementing a Governance policy and best practice model to oversee our Salesforce environment ensuring optimal compliance, data integrity and governance practices
• Collaborating with key stakeholders across Retail to define, enforce, communicate & monitor governance principles and act as key point of contact for all user enquiries related to governance, compliance, best practices and training support
• Monitoring compliance with internal policies and external regulations related to Salesforce data usage and conduct regular audits to provide any risk mitigations and recommendations for improvement
• Designing developing & delivering training programmes for key stakeholders on Salesforce best practices, governance & data management across Retail to ensure we are compliant and optimising functionality and act as key contact for all related queries and training needs
• Acting as lead communicator for all Salesforce updates and innovations to ensure best practices followed across Retail and features are understood, optimised and rolled out across Retail
• Monitoring & reporting on Salesforce usage & engagement and compliance with governance standards and use insights to drive continuous improvements to improve our customer engagement

Who we're looking for:

• Proven experience with Salesforce system with an Understanding of Salesforce features, capabilities and ecosystem, essential
• Demonstrate an understanding of change & Project Management processes
• Experience in training and developing educational material, essential
• You’ll have excellent communication and interpersonal skills
• You’ll be driven, enthusiastic and a good team player

Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer: 

• The opportunity to participate in our annual, performance-related bonus plan and valuable share schemes  
• Generous pension contribution  
• Life assurance   
• Private medical insurance (permanent employees only) 
• At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday 
• Competitive family leave 
• Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice 
• There are the many discounts we offer – both for our own products and at a range of high street stores and online   
• In 2023, some of our workspaces were redesigned. Our offices are great spaces to connect and collaborate and have your wellbeing at the heart

Legal & General is a leading financial services group and major global investor, named Britain’s Most Admired Company in 2023, for the second year running. Rated top in our sector and top for inspirational leadership, we have a strong heritage and an exciting future.

We aim to build a better society for the long term by investing our customers’ money in things that make life better for everyone.

If you join us, you’ll be part of a welcoming culture, with opportunities to collaborate with people of diverse backgrounds, views and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We strive to be open, mindful and inclusive, so are always willing to discussing flexible working arrangements and reasonable accommodations for candidates with specific needs.

If you’re open to find out more, we'd love to hear from you.