Visas: We are unable to sponsor work visas for this role, and you must be authorized to work in the United States. 

Interview Schedule: 30-minute initial call with our recruiter, an interview with the hiring manager, and additional interviews with sales leadership and team members.

Please note that, due to the nature of our work in the financial services industry, the selected candidate will be subject to background and reference checks as part of the onboarding process.

Even though this position is remote, CST and EST timezones are preferred.

At this time, due to payroll and compliance limitations, we are unable to hire in certain states.

Role Overview

We’re looking for a detail-oriented and proactive team member to support sales performance and improve day-to-day operations. This role focuses on enhancing processes, uncovering and delivering insights, and ensuring our sales teams have the tools and information they need to succeed. The person in this role will collaborate cross-functionally, contribute to key initiatives, and ensure teams have the resources and guidance they need to succeed. The role requires strong organization, clear communication, and the ability to manage multiple priorities, and therefore, the ideal candidate is organized, adaptable, and comfortable operating in a fast-paced environment.

Key Responsibilities

• Elevate sales performance and pipeline quality by building and operationalizing call coaching frameworks (such as scorecards and call reviews), reviewing call recordings, and delivering actionable insights to frontline managers.

• Support sales motions and cadence/outreach strategy such as outbound play design and reporting, as well as ongoing cadence performance analysis to improve conversion and meeting quality.

• Support and execute enablement programs such as sales onboarding, sales plays, product learning, and continuous training to drive consistent sales performance and faster ramp times. 

• Create and maintain a centralized sales knowledge base serving as the single source of truth for information, processes, messaging, and best practices across the teams.

• Leverage and optimize sales technology and data to uncover performance trends and drive actionable insights; build and manage call libraries, conduct A/B testing, and serve as a systems expert to continuously identify and implement optimization opportunities.

• Partner with sales leadership to support ongoing initiatives and programs that improve team effectiveness and revenue outcomes.

• Provide ongoing support to reps by triaging day-to-day needs with quick, actionable guidance, serving as an accessible resource to unblock reps and direct them to the appropriate stakeholders or resources to maintain sales velocity.

Qualifications

• 3+ years of experience in program management, sales enablement, sales operations, or a similar role.

• Experience in a high-growth and performance-driven environment; enjoys building from scratch. 

• Strong analytical mindset with the ability to use data to drive decisions.

• Strong communication skills, both written and verbal.

• Highly organized with a strong sense of accountability and ownership.

• Comfortable working cross-functionally and holding others accountable.

• Preferred. Familiarity with Salesloft and Salesforce is preferred. Familiarity with content management systems, such as Guru, Highspot, or Notion, also preferred.

• Preferred. Experience in the financial technology or wealth management industry is preferred.