Sales Enablement Associate

About the Company Our client is a fast-moving, boutique investment firm serving financial advisors across the independent broker‑dealer and RIA landscape. The team blends institutional investment expertise with a disciplined, data‑driven approach to portfolio management. The firm values individuals who are proactive, detail‑oriented, and take full ownership of their work. This environment is best suited for someone who thrives in a high‑accountability setting and prefers execution over oversight. Sales Enablement Associate They are seeking a Sales Enablement Associate to support and optimize the systems, processes, and workflows that drive sales performance and advisor engagement. This role will play a critical part in maintaining operational accuracy, improving efficiency, and ensuring a consistent and high‑quality experience for advisors. This is a hands‑on position requiring strong attention to detail, a process‑oriented mindset, and the ability to work independently. Key Responsibilities Maintain and monitor CRM data accuracy, including data cleanup, imports, and system updates Develop and deliver reporting and dashboards to support sales leadership and decision‑making Support commission tracking and reconciliation processes with a high degree of accuracy Build and manage workflows related to sales expenses, including tracking budgets and attributing costs to events and initiatives Execute outbound communication programs, including email and direct mail campaigns, ensuring accuracy and compliance Coordinate vendor relationships and oversee execution for marketing and outreach initiatives Contribute to the onboarding and ongoing experience of advisor clients, including key touchpoints and engagement strategies Establish and maintain quality control standards across outreach and sales operations activities Identify process inefficiencies and recommend improvements to enhance team performance and scalability Qualifications Bachelor's degree preferred 5-10 years of experience in Sales Operations, Revenue Operations, or Sales Enablement Hands‑on experience with CRM platforms (HubSpot preferred); additional tools are a plus Strong experience with reporting, data management, and workflow optimization Proven ability to manage multiple processes with precision and accountability Experience within financial services, asset management, or advisor‑focused businesses is highly desirable #J-18808-Ljbffr Selby Jennings