Approximately 30%, including international travel
Experience
3–5 years relevant experience
ASAP
Position Purpose
The Growth (Sales) Enablement Specialist is a commercially focused support role that provides the systems, coordination, reporting, and follow-through required for Caché’s Growth function to operate efficiently. The role supports Business Development, Sales, and Marketing by maintaining reliable CRM and pipeline information, coordinating RFQs and proposals, tracking pre-award samples, supporting sales enablement, and improving recurring workflows.
Key Responsibilities
- Maintain accurate account, contact, project, lead, and opportunity records in HubSpot, including approved stages, required fields, naming conventions, ownership, activities, next steps, and lead sources.
- Monitor overdue tasks, inactive opportunities, incomplete records, pipeline movement, conversion rates, pipeline coverage, average deal value, sales cycle, and win rate.
- Prepare weekly and monthly dashboards, Growth scorecards, sales forecast support, and Board reporting for Associate Director review.
- Maintain CRM workflows, reminders, automations, data enrichment, HubSpot/Outlook connectivity, user training, and compliance with CRM standards.
2. Proposal & Bid Coordination
- Receive and record RFQs, tenders, and pricing requests; create CRM opportunities and internal bid records; confirm scope, submission requirements, deadlines, and formats.
- Organize tender documents and internal RFQ packages; maintain the bid calendar, responsibility matrix, RFI/clarification logs, and required inputs and deadlines.
- Monitor upstream estimating and proposal progress, coordinate bid-review meetings, follow up on missing information, and perform proposal quality checks before Associate Director approval.
- Coordinate approvals and submission logistics; maintain quotation, clarification, revision, bid-status, and post-bid records, including win/loss outcomes.
3. Pre-Award Sample Coordination
- Maintain the centralized pre-award sample tracker and coordinate sample requirements across Design, Procurement, Estimating, Operations, suppliers, factories, and other stakeholders.
- Support with sample tracking through sourcing, production, internal review, shipment, delivery, client review, approval, rejection, or revision; maintain supporting photographs and documentation.
- Monitor deadlines and elevate delays, sourcing issues, shipment risks, or overdue approvals that could affect bids, close plans, or anticipated awards.
- Coordinate transfer of approved sample information to the post-award team.
- Coordinate client and internal meetings, including EQS and bid-review meetings, and support tender-document intake.
- Maintain capability decks, sector/market presentations, product and service sheets, case studies, proposal templates, account-planning tools, close-plan tools, discovery guides, scripts, and credentials.
- Prepare agendas and supporting materials for pipeline, forecast, bid, and opportunity reviews; record decisions, owners, deadlines, and follow-up actions.
- Document Growth procedures and sales workflows; identify bottlenecks, reduce duplicate work, and recommend improvements to handoffs, templates, systems, reporting, and automation.
Primary Outputs
- Clean and reliable CRM database; pipeline dashboard; forecast support; weekly Growth scorecard; activity, conversion, lead-source, pipeline-coverage, and stalled-opportunity reports.
- Bid and proposal calendar; internal RFQ packages; bid responsibility matrix; submission checklist; proposal package; RFI/clarification tracker; revision log; bid-status and win/loss reporting.
- Pre-award sample tracker; shipment/delivery records; sample approval and revision log; weekly sample-status and risk/escalation reporting; organized supporting documentation.
- Sales toolkit; current capability deck; sector and market presentations; case-study/project-reference library; proposal, discovery, account-planning, and close-plan templates; commercial onboarding materials.
Candidate Requirements
- 3–5 years of relevant experience in Growth Operations, Sales Operations, Business Development coordination, proposal/bid coordination, sales enablement, project coordination, or a comparable support role.
- Advanced HubSpot proficiency is mandatory, including strong working knowledge of CRM data management, pipelines, reporting, dashboards, workflows, automation, and user compliance.
- Strong proficiency with Microsoft Excel, Word, PowerPoint, Outlook, and PDF/document-management tools.
- Exceptional organization, accuracy, follow-through, deadline management, and ability to coordinate multiple stakeholders without direct authority.
- Strong written and verbal communication; comfortable requesting missing information, enforcing deadlines, and escalating risk professionally.
- Experience in a project-based, consultative, high-value B2B environment preferred; hospitality, design, FF&E, real estate, manufacturing, or related sectors are beneficial.
- Valid passport and driver’s license required; ability to travel domestically and internationally approximately 30% of the time.
- Ability to work effectively within Eastern Time Zone business hours; Eastern Time Zone location preferred.