Salesforce Platform Management Specialist

Alternate Locations: Radnor, PA (Pennsylvania)

 

 Work Arrangement:

Hybrid Preferred : Preferred employee will work 3 days a week in a Lincoln office

 

Relocation assistance:  is not available for this opportunity.

 

Requisition #: 75091

 

The Role at a Glance

The Salesforce Platform Management Specialist will perform and deliver on routine assignments/projects while simultaneously leveraging and applying knowledge of their assigned area(s) of responsibility.

What you'll be doing

• Acting as a direct technical resource to sales teams and sales support to drive the adoption of the Salesforce technology vision & other technological innovations.
• Helping set and execute new technology functionality for Salesforce.
• Driving efficiencies through connecting sales teams and support with technology.
• Partnering the Salesforce platform and sales process together to help meet business objectives and goals.
• Engaging effectively and collaboratively across the organization and with customers to assert influence to ensure the best outcomes.
• Providing technical support as the primary contact for the sales organization.
• Driving adoption on Salesforce technology vision & ensuring wholesalers and sales support realize that vision and adopt Salesforce.
• Carrying out duties in compliance with all state and federal regulations and guidelines.
• Complying with all company and site policies and procedures.
• Remaining current in profession and industry trends.

What we’re looking for

Must-Haves

• 1-3+ years of experience in platform ownership and requirements gathering
• Strong communication skills and acumen to guide conversations with sales teams about technology requirements
• Bachelor's degree or equivalent work experience
• Strong written and verbal communication skills
• Analytical skills and close attention to detail
• Ability to work in a team environment
• Ability to adapt quickly in a changing work environment

Nice-to-Haves (Preferred)

• Salesforce administrator certification – must be obtained within 12 months
• Experience working in an agile environment
• Prior experience in Financial Services

Application Deadline

Applications for this position will be accepted through October 10, 2025, subject to earlier closure due to applicant volume.

 

What’s it like to work here?

At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. 

 

What’s in it for you:

• Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes

• Leadership development and virtual training opportunities

• PTO/parental leave

• Competitive 401K and employee benefits

• Free financial counseling, health coaching and employee assistance program

• Tuition assistance program

• Work arrangements that work for you

• Effective productivity/technology tools and training

 

The pay range for this position is $53,500 - $96,300 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln’s total rewards package for employees.  In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual.  Other rewards may include long-term incentives, sales incentives and Lincoln’s standard benefits package.

 

About The Company

Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear pa