Sales Operations & Enablement Coordinator

Latitude Financial Services; Australia; On-site; AUD 75,000 - 105,000; Full time

Benefits offered by this job

Take 5 leave

Remote or hybrid

Wellbeing support

Employee discounts

Job summary

Latitude Financial Services is seeking a Sales Operations & Enablement Coordinator to strengthen how we use technology, automation, AI and CRM platforms. You will design and govern scalable processes, build AI workflows, and coordinate across Sales, Marketing, Compliance, Training, Product, Technology and Risk teams.

You will develop guides, training and reporting to drive adoption, data quality and oversight, while maintaining strong governance across the control environment.

Qualifications

• Experience in sales operations, business operations, enablement, governance or operational excellence.
• Experience creating or supporting AI agents, workflow automation or digital process improvements.
• Ability to document and maintain business processes across multiple stakeholder groups.
• CRM management experience; Salesforce experience is beneficial but not essential.
• Knowledge of risk, compliance, controls and audit in regulated environments.
• Ability to collaborate across multiple teams.
• Strong written communication and reporting skills.
• Excellent organizational skills and ability to manage priorities.
• Analytical mindset to identify gaps and implement solutions.
• Confidence driving follow-up and accountability without direct authority.
• Ability to drive change adoption with practical processes.
• Familiar with AI tools for insights and reporting.

Responsibilities

• Design and improve scalable sales operations processes across stakeholders.
• Maintain process maps, guides and playbooks.
• Identify gaps and coordinate improvements with stakeholders.
• Create and manage AI agents and automated workflows.
• Prioritize opportunities to improve efficiency and reporting.
• Ensure practical and governed AI/automation solutions.
• Develop adoption guidance, training materials and documentation.
• Coordinate CRM processes, workflows and operating rhythms.
• Foster cross-functional coordination between Sales, Marketing, Compliance, Training, Product, Technology and Risk.
• Produce dashboards and reports highlighting performance and risks.

Skills

Sales operations

Process design

AI automation

CRM workflows

Risk & controls

Cross-functional collab

Tools

Salesforce

Job description

As the Sales Finance business continues to evolve, there is a growing need to strengthen how we use technology, automation, AI, CRM platforms and well-designed processes to support our teams, partners and control environment.

The Sales Operations & Enablement Coordinator plays a key role in helping the business work smarter, faster and with stronger governance. This role is responsible for creating, managing and continuously improving operational processes, AI agents, automation opportunities, CRM workflows and key risk controls.

This role sits at the intersection of sales operations, enablement, compliance, internal audit, training and process improvement, with a strong focus on practical execution, risk management and continuous improvement.

• Process design and improvement - create and maintain scalable sales operations processes, maps, guides and playbooks, identifying gaps and coordinating practical improvements with stakeholders.
• Process visibility - maintain clear reporting on operational issues, themes, actions, ownership and outcomes to strengthen accountability and decision-making.
• AI agents and automation - create, implement and manage AI agents and automated workflows, while helping prioritise opportunities that improve efficiency, reporting and knowledge management.
• Controlled delivery - work with Technology, Data and business stakeholders to ensure AI and automation solutions are practical, accurate, fit for purpose and appropriately governed.
• Adoption and performance - monitor automated solutions and prepare guidance, training materials and documentation that support safe and effective adoption.
• CRM enablement - coordinate CRM processes, workflows, guides and operating rhythms, including Salesforce or equivalent platforms, to improve adoption, data quality, activity capture and reporting.
• Cross-functional coordination - bring together Sales, Marketing, Compliance, Training, Product, Technology and Risk teams to clarify ownership, handoffs, approvals, reporting and escalation pathways.
• Workshops and feedback - support improvement discussions and workshops, translating frontline feedback and business requirements into clear, usable processes.
• Compliance and controls - review processes through a risk and control lens, coordinate audit and remediation actions, and own assigned key controls in line with monthly governance rhythms.
• Reporting and escalation - create dashboards and updates that highlight process performance, control completion, automation outcomes, risks and improvement opportunities, escalating concerns appropriately.

What you'll bring:

• Experience in sales operations, business operations, enablement, process improvement, governance or operational excellence.
• Experience creating, managing or supporting AI agents, workflow automation or digital process improvement initiatives.
• Strong ability to create, document and maintain business processes across multiple stakeholder groups.
• CRM management experience; Salesforce experience is beneficial but not essential.
• A sound understanding of risk, compliance, controls and audit requirements, ideally within a regulated environment.
• The ability to collaborate effectively across Sales, Marketing, Compliance, Training, Product, Technology and Risk teams.
• Strong written communication skills, with the ability to prepare clear process documentation, guides, reporting and stakeholder updates.
• Strong organisational skills, attention to detail and the ability to manage competing priorities.
• An analytical mindset and the ability to identify process gaps, interpret workflow issues and recommend practical solutions.
• Confidence driving follow-up, accountability and process discipline without relying on direct authority.
• The ability to support change adoption by making new processes practical, clear and easy for teams to follow.
• You are familiar with AI tools - comfortable using tools to accelerate insights, automate routine work, prepare reporting and tailor content quickly and effectively.

Sometimes the best candidates do not have 100% of what is listed above. If you have most of these capabilities and feel confident you could succeed in the role, we would love to hear from you.

What is it like to work with us?

You will join a collaborative team that values curiosity, practical problem-solving and continuous improvement, with the opportunity to turn ideas into better ways of working for our teams and partners.

We make it possible - for our customers, our partners and our people.

Our values - take ownership, pursue excellence, win together and create tomorrow - shape how we work and support one another.

• Take 5 - an extra week of paid leave each year.
• Remote or hybrid working - work remotely, with Melbourne-based employees connecting in the office two days each week.
• Sonder - 24/7 mental and physical wellbeing support.
• Financial benefits - discounts on Latitude products and services.

When our people thrive, everything else follows.

Successful applicants will be required to complete a background check (including criminal history and bankruptcy check) prior to commencement of employment.