Summary
Overview
Work History
Education
Skills
Timeline
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Lorelei Jefferson

Burlingame,CA

Summary

Dedicated and innovative professional with five years of expertise in developing and delivering impactful education content, planning engaging event activities, and proficiently project managing employee onboarding training.

Throughout my career, I have demonstrated a passion for empowering learners through dynamic and interactive educational materials. My ability to create compelling content and tailor it to various audiences has resulted in enhanced learning experiences and increased knowledge retention.

As a skilled event planner, I thrive in conceptualizing and executing activities that foster engagement and create memorable experiences. Whether it's large-scale workshops or intimate training sessions, I take pride in ensuring that each event is meticulously organized and exceeds expectations.

In my role as a program manager for employee onboarding training, I have successfully streamlined processes, delivering comprehensive and structured training programs that equip new hires with the tools for success. My strong organizational skills and attention to detail enable me to manage complex initiatives seamlessly.

A collaborative and effective communicator, I excel at building strong relationships with stakeholders and team members alike. My dedication to continuous improvement drives me to stay abreast of industry trends and innovative teaching methodologies, constantly seeking ways to enhance learning outcomes.

If you seek a passionate and results-oriented professional who can deliver exceptional education content, create captivating event experiences, and expertly manage onboarding training programs, I am eager to contribute my expertise to your organization's success. Together, we can drive learning initiatives and empower employees to thrive in their roles.

Overview

7
7
years of professional experience

Work History

Sales Onboarding Trainer

Salesforce
02.2025 - Current
  • Design and deliver engaging, high-impact virtual onboarding experiences for newly hired Account Executives (AEs) and Solution Engineers (SEs) across segments.
  • Apply adult learning theory and Bob Pike facilitation methods to drive learner engagement and knowledge retention across prospecting, discovery, territory planning, and opportunity management sessions.
  • Achieved an average facilitator CSAT score of 5.0/5.0 across all cohorts, consistently ranking in the top percentile of enablement trainers.
  • Partnered cross-functionally with Sales Leadership and Enablement teams to optimize onboarding curriculum.
  • Regularly assess program effectiveness through post-training surveys, performance metrics, and feedback loops to inform continuous improvements.
  • Serve as a mentor for new facilitators and contribute to onboarding content development, delivery innovation, and peer coaching initiatives.

Enablement Practitioner

Salesforce
01.2023 - 02.2025
  • Collaborate closely with Enablement Business Partners, gaining in-depth insights into business needs, and becoming the go-to expert on the extensive content catalog.
  • Skillfully orchestrate and facilitate workshops, harnessing global frameworks and subject matter expert communities to drive impactful learning experiences.
  • Identify and engage subject matter experts, deftly adapting existing global content to address regional intricacies, such as language and tool nuances.
  • Display exceptional mastery of all internally-used enablement products and tools, becoming a true power-user and champion for maximizing their potential.
  • Spearhead the smooth operations of in-region programs, taking charge of critical elements like registration, learner tracking, and learner invitations, fostering seamless learning experiences.
  • Source and coordinate expert speakers and leaders, skillfully managing logistics to ensure top-notch program delivery.
  • Expertly conduct survey analyses and CSAT tracking, meticulously gauging program effectiveness and making data-driven improvements.
  • Leverage data insights to support quarterly enablement planning, providing valuable trends and analysis for effective decision-making.
  • Foster robust relationships with stakeholders, both within and outside Global Enablement, ensuring a collaborative and cross-functional approach to achieving common goals.

Analyst, Global Onboarding Enablement Programs

Salesforce
08.2022 - 01.2023
  • Pioneered and successfully launched the transformative "Winning as a Team" program, a cross-functional initiative dedicated to extended team selling. Implemented the program for all sales hires across 5 distinct roles and diverse segments within their crucial first 60 days, driving accelerated onboarding and boosting team cohesion.
  • Spearheaded end-to-end management of the highly impactful Industry Immersion programs, taking charge of planning, execution, and facilitation. Collaborated effectively with key stakeholders to ensure seamless program delivery, leaving a lasting impact on participants' knowledge and skills.
  • Formed strategic partnerships with sales leadership, industry experts, and product Subject Matter Experts (SMEs), curating compelling content for 6 comprehensive onboarding programs. The result was an engaging and informative learning experience that empowered new hires for success.
  • Demonstrated strong analytical skills by conducting a thorough needs analysis for Business Development Representatives (BDRs) and Account Executives (AEs) during their first week. This process helped identify skill gaps and paved the way for targeted training to bridge those gaps effectively.
  • Implemented a meticulous tracking system for onboarding milestones and skill progression, diligently monitoring and supporting every new hire through their 120-day onboarding journey. This data-driven approach led to increased retention rates and heightened overall performance.

Associate Analyst, Global Onboarding Enablement Programs

Salesforce
08.2021 - 08.2022
  • Orchestrated the end-to-end management of highly acclaimed Industry Immersion programs, guiding the process from meticulous planning to seamless program execution and expert facilitation. The result was a series of immersive learning experiences that left a lasting impact on participants' knowledge and skill development.
  • Spearheaded the successful launch of not one, but six new Solution Certifications tailored specifically for Account Executives, covering three distinct market segments. This strategic move provided a significant competitive edge, equipping our salesforce with the expertise needed to excel in diverse client scenarios.
  • Pioneered the implementation of two groundbreaking global Business Development Representative (BDR) programs, meticulously designed to optimize First 30 Days ramping. This initiative resulted in accelerated onboarding and faster productivity, bolstering our team's ability to make immediate, meaningful contributions.

Senior Specialist

Global Onboarding Enablement Programs
02.2020 - 08.2021
  • Spearheaded the successful launch of two highly impactful virtual Industry Immersion programs, meticulously tailored to the unique needs of key buyer types, sales plays, and comprehensive solution knowledge. Spanning an intensive 5-day period, these programs left a profound impact on participants, equipping them with the tools for unparalleled success.
  • Demonstrated exemplary instructional design skills by creating over 40 engaging and comprehensive Onboarding e-learning courses in Salesforce LMS, catering to the specific requirements of each distribution role. These courses played a vital role in accelerating new hires' proficiency and confidence.
  • Implemented a robust tracking and reporting system, diligently monitoring course and program consumption for all new hires. This data-driven approach provided valuable insights into training effectiveness, enabling continuous improvement and better alignment with organizational goals.

Specialist, Global Onboarding Enablement Programs

Sales
08.2018 - 02.2021
  • Seamlessly orchestrated the logistics for an impressive number of 167 new hires each year, ensuring a smooth and efficient onboarding process that set the foundation for their success within the organization.
  • Expertly managed a myriad of critical elements, including scheduling, communication, hotel blocks, travel arrangements, and day-of logistics, for monthly new hire training bootcamps. This meticulous approach created a seamless and memorable experience for each participant, fostering engagement and maximizing learning outcomes.
  • Proactively scheduled and skillfully facilitated weekly welcome calls with every new hire, personally guiding them through the comprehensive onboarding journey. As the main point of contact for enablement onboarding, I provided unwavering support, answering questions and ensuring a seamless transition into their roles.

Global Enablement Intern

Salesforce
01.2018 - 07.2018
  • Meticulously managed and coordinated the onboarding journey for incoming new hires, ensuring seamless integration into the organization's comprehensive programs and initiatives. This proactive approach enabled a smooth and engaging onboarding experience for each individual, setting the stage for their success from day one.
  • Demonstrated exceptional organizational skills by maintaining and optimizing the calendaring for monthly new hire bootcamps. Through efficient scheduling and coordination, these bootcamps became dynamic learning hubs, fostering collaboration and knowledge exchange.
  • Cultivated and nurtured strong vendor relationships, playing a pivotal role in coordinating catering services and organizing post-training day happy hours and dinners. This attention to detail enhanced the overall training experience, leaving a lasting positive impression on participants and reinforcing the organization's commitment to excellence.

Education

Project Management Support - Human Resources and Education

Year Up
San Francisco
07-2018

Skills

  • Onboarding Program Design: Expertise in designing and developing comprehensive onboarding programs that accelerate learning and integration of new hires
  • Training and Facilitation: Proficient in delivering engaging and interactive training sessions, workshops, and onboarding bootcamps to diverse audiences
  • Content Development: Ability to create compelling and impactful learning materials, including e-learning courses, training guides, and multimedia content
  • Learning Management Systems (LMS): Familiarity with managing and utilizing LMS platforms to track training progress and optimize learning experiences
  • Needs Analysis: Skill in conducting needs assessments to identify skill gaps and tailor onboarding programs to meet the specific needs of new hires
  • Project Management: Strong organizational skills to coordinate and manage various aspects of the onboarding process, ensuring smooth and timely execution
  • Communication and Relationship Building: Excellent communication and interpersonal skills to establish rapport with new hires and stakeholders, fostering a supportive and collaborative onboarding environment
  • Cross-Functional Collaboration: Experience collaborating with various teams, including HR, Sales, Product, and Leadership, to ensure seamless coordination and alignment of onboarding initiatives
  • Time Management: Efficient time management skills to prioritize tasks and meet tight deadlines in a fast-paced onboarding environment
  • Adaptability: Ability to adapt to changing priorities and requirements, ensuring the onboarding program remains relevant and up-to-date
  • Mentorship and Support: Capability to provide guidance and mentorship to new hires, assisting them in navigating their onboarding journey and answering their questions
  • Technology Savvy: Proficiency in using various software and tools, such as Microsoft Office, LMS platforms, and multimedia software, to enhance onboarding materials and delivery
  • Cross-Cultural Awareness: Sensitivity to cultural differences and the ability to create inclusive onboarding experiences for a diverse workforce

Timeline

Sales Onboarding Trainer

Salesforce
02.2025 - Current

Enablement Practitioner

Salesforce
01.2023 - 02.2025

Analyst, Global Onboarding Enablement Programs

Salesforce
08.2022 - 01.2023

Associate Analyst, Global Onboarding Enablement Programs

Salesforce
08.2021 - 08.2022

Senior Specialist

Global Onboarding Enablement Programs
02.2020 - 08.2021

Specialist, Global Onboarding Enablement Programs

Sales
08.2018 - 02.2021

Global Enablement Intern

Salesforce
01.2018 - 07.2018

Project Management Support - Human Resources and Education

Year Up