Sales Enablement Specialist
Position Summary
The Sales Enablement Specialist supports producer growth and sales performance by managing sales systems, training initiatives, marketing resources, and business analytics. This role serves as a bridge between sales, marketing, operations, and leadership to ensure producers have the tools, training, and insights needed to drive consistent results and improve client engagement.
Key Responsibilities
Sales Systems & Tools
- Administer and support sales enablement platforms, CRM systems, and producer tools.
- Ensure producers are properly utilizing systems, workflows, and reporting tools.
- Identify opportunities to improve sales processes through automation, technology, and operational efficiencies.
- Coordinate onboarding and training for new sales tools and platform enhancements.
- Maintain sales playbooks, workflows, and process documentation.
Producer Training & Development
- Coordinate and deliver producer training programs focused on sales processes, prospecting, relationship management, and pipeline growth.
- Monitor participation and engagement in sales meetings, coaching sessions, and training initiatives.
- Partner with leadership to identify development opportunities for producers at varying performance levels.
- Manage producer progression based on engagement and analytics.
- Support accountability initiatives related to sales activity, CRM usage, and producer performance expectations.
- Assist in organizing workshops, webinars, and sales education events.
Marketing Material Library
- Manage and maintain a centralized library of approved marketing materials, presentations, proposals, and sales collateral.
- Ensure branding consistency and easy access to current resources across all teams.
- Collaborate with marketing to develop sales support materials tailored to target industries and client segments.
- Organize content updates and retire outdated materials as needed.
- Support producers with customized presentations and marketing requests.
- Develops and distributes internal communications for sales wins, production tracking and monthly newsletter.
Business Analytics & Reporting
- Track and analyze producer performance metrics, pipeline activity, retention trends, and sales results.
- Create dashboards and reports for leadership to support strategic decision-making.
- Identify trends, gaps, and opportunities to improve sales effectiveness and operational performance.
- Assist in forecasting and reporting initiatives related to growth and revenue goals.
- Provide insights and recommendations based on sales and operational data.
Qualifications
- Bachelor's degree in Business, Marketing, Communications, or related field preferred.
- 3+ years of experience in sales enablement, sales operations, marketing support, or related role.
- Strong understanding of CRM systems, sales platforms, and reporting tools.
- Experience creating and managing training resources and sales documentation.
- Strong organizational skills with attention to detail and project management capabilities.
- Ability to analyze data and translate insights into actionable recommendations.
- Excellent communication and collaboration skills.
Preferred Skills
- Experience within the insurance or financial services industry preferred.
- Proficiency with CRM platforms, Microsoft Office Suite, analytics dashboards, and presentation tools.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong problem-solving mindset with a focus on continuous improvement.
Success Measures
- Increased producer engagement and tool adoption.
- Improved sales process consistency and reporting accuracy.
- Effective management and utilization of marketing resources.
- Enhanced visibility into business performance through analytics and reporting.
- Support of producer growth, retention, and operational efficiency.
Salary: $60,000.00 to $70,000 annually plus bonus
Open to in-office, hybrid or remote