Sales Enablement Specialist

Sales Enablement Specialist

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

• 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.

• 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.

• 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• Organize content updates and retire outdated materials as needed.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.

• 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