This person will be the HubSpot owner, a process thinker, and a partner to leadership in improving the full revenue lifecycle. * This is an ideal opportunity for someone early in their career who has ...
3 Atlantic Partners Jobs Hiring in Delaware
This person will be the HubSpot owner, a process thinker, and a partner to leadership in improving the full revenue lifecycle. * This is an ideal opportunity for someone early in their career who has ...
Regional Hybrid Wholesaler - Perm
Wilmington, DE · Hybrid
$63K/yr
Coordinate campaigns, follow-ups, and partner events. * Manage weekly communication with the sales management to align goals and activity. Relationship Development * Build trust with advisors through ...
Regional Hybrid Wholesaler - Perm
Wilmington, DE · Hybrid
$63K/yr
Coordinate campaigns, follow-ups, and partner events. * Manage weekly communication with the sales management to align goals and activity. Relationship Development * Build trust with advisors through ...
Regional Vice President
Wilmington, DE · On-site
Partner closely with internal sales, capital markets, and marketing teams to drive effective execution * Deliver clear, compliant product positioning and portfolio construction insights to advisors
Regional Vice President
Wilmington, DE · On-site
Partner closely with internal sales, capital markets, and marketing teams to drive effective execution * Deliver clear, compliant product positioning and portfolio construction insights to advisors
Atlantic Partners Jobs Information
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Job description
Role Overview
- We are seeking a Sales Enablement Lead to build and optimize the tools, processes, and content that empower our sales and investor relations teams to operate with consistency, precision, and scale. This person will be the HubSpot owner, a process thinker, and a partner to leadership in improving the full revenue lifecycle.
- This is an ideal opportunity for someone early in their career who has strong HubSpot expertise, experience in financial services, and a desire to develop a high-impact function from the ground up.
What You'll Do
- Sales Tools & Technology
- Own and administer HubSpot across Sales, Marketing, and Investor Relations.
- Build and refine workflows, pipelines, automations, and dashboards.
- Maintain data integrity and implement best practices for CRM usage.
- Sales Enablement & Process Optimization
- Create and maintain sales playbooks, templates, and standardized collateral.
- Support onboarding and ongoing training for sales and client-facing teams.
- Identify workflow bottlenecks and implement process improvements.
- Develop lead routing, qualification frameworks, and handoff processes.
- Analytics & Reporting
- Build dashboards that provide visibility into pipeline health, conversion metrics, and sales performance.
- Track KPIs and provide insights and recommendations to leadership.
- Maintain clean, accurate reporting based on real-time data.
- Cross-Functional Partnership
- Work closely with Marketing on campaigns, lead nurturing, and content alignment.
- Collaborate with Investor Relations and Product to ensure messaging consistency.
- Partner with Compliance to maintain documentation and regulatory accuracy.
What We're Looking For
- 2–3 years of experience in sales enablement, revenue operations, or related roles.
- Financial services experience is required (asset management, investment management, wealth management, fintech, or adjacent).
- Strong HubSpot expertise — including workflows, pipeline setup, dashboards, and automation.
- Highly organized, detail-oriented, and operationally minded.
- Strong communication skills and experience partnering with sales teams.
- Analytical, data-driven approach with comfort building reports and dashboards.
- Ability to work in a fast-moving, high-expectation environment with autonomy.
Nice-to-Have
- Experience in the ETF space
- Experience supporting institutional, advisor, or high-net-worth client channels.
- Exposure to compliance workflows or regulated environments.
- Basic knowledge of investment products and financial concepts.
About Atlantic Partners
Sourced by ZipRecruiter
Atlantic Partners was created with the clear objective of providing the most comprehensive IT staffing solutions, along with a robust executive search division. From staff augmentation to contract to hire to direct placement, Atlantic Partners offers a full range of staffing options. With over 100 years of experience, our team of account executives and technical recruiters has a proven track record of fulfilling the human capital needs of our clients, while also enhancing their professional career path. As a partner you will gain speed to the market without compromising any phase of the due diligence process. We look forward to serving you!
Industry
Recruiting and staffing services
Company size
51 - 200 Employees
Headquarters location
Boca Raton, FL, US
Year founded
2002