Sales Enablement Analyst

Acrisure; Costa Mesa (CA); On-site; USD 125,000 - 175,000; Full time

Benefits offered by this job

Medical Insurance

Dental & Vision

Life & Disability

401(k) Immediate Vesting

Wellness Resources

Paid Time Off

Commuter Benefits

Employee Discounts

Job summary

Acrisure is seeking a Sales Enablement Analyst to empower Client Advisors and Growth Leadership with systems, tools, and insights to drive client outcomes and revenue growth. You will collaborate across teams to optimize enablement technologies, build KPI dashboards, and deliver competitive market intelligence.

The role emphasizes data-driven growth, cross-sell and retention strategies, and performance analytics, with an on-site presence required in Costa Mesa, CA.

Qualifications

• Bachelor’s degree required or 4+ years relevant experience in lieu of degree.
• Experience in investment banking, consulting, corporate finance, startups, or sales enablement preferred.
• Strong Excel and financial modeling skills.
• Exposure to dashboards, performance reporting, and financial analytics.

Responsibilities

• Assist with Sales & Marketing Technology strategy and tool optimization.
• Develop KPI dashboards and analytics models; translate data to actionable insights.
• Lead a robust Competitor Market Intelligence program and disseminate insights.
• Support cross-sell, upsell and retention analytics and reporting.
• Assist reporting for Client Advisor incentives and performance programs.
• Support ROI analysis for performance marketing and package insights for stakeholders.

Skills

Project coordination

Cross-functional partner

Financial statements

Excel & modeling

Business acumen

Sales data dashboards

Education

Bachelor’s degree or 4+ years experience

Job description

Job Description

Acrisure is seeking a Sales Enablement Analyst, to support the Head of Sales Enablement with the mission of empowering our Client Advisors and Growth Leadership with the systems, tools, processes, insights, and training & development to drive the best client experiences and outcomes, which in turn will drive strong organic revenue growth and operational efficiency. This role will help formulate and execute exciting growth initiatives for the Growth team (i.e. Client Advisors) to continue the strong momentum in the business.

Responsibilities:

• 1. Sales & Marketing Technology Strategy

  • Assist with the ongoing support and optimization of sales and marketing tools and systems.
  • Help maintain data accuracy and basic reporting within enablement technology platforms.

• Support documentation, testing, and rollout of new tools or system enhancements.

• 2. Data & Growth Insights Platform

  • Partner with Growth Analytics and Product teams to manage critical KPI Dashboards and develop custom analytics models.
  • Translate data into actionable insights to proactively identify significant opportunities for market growth and operational improvement.

• 3. Competitor and Market Intelligence

  • Lead the build-out and management of a robust Competitor Market Intelligence Program.
  • Gather, synthesize, and disseminate real-time, actionable market research, trends, and competitor insights to the field organization, directly influencing competitive strategy and opportunity identification.

• 4. Cross-Sell and Retention Strategy (Bundling)

  • Support analysis related to cross‑sell, upsell, and retention initiatives.
  • Assist with tracking metrics such as adoption, retention, and customer engagement.
  • Help prepare reporting to support growth and retention conversations.

• 5. Incentives and Performance Management

  • Assist with reporting and analysis for Client Advisor incentive and performance programs.
  • Help track program outcomes and performance trends.
  • Support coordination with Sales Enablement and Finance teams on reporting needs.

• 6. Performance Marketing Partnership

  • Support sales enablement analytics related to performance marketing initiatives.
  • Assist with campaign performance reporting and ROI analysis.
  • Help package insights and findings for internal stakeholders.

Required Qualifications

• Highly organized and detail-oriented with excellent project coordination skills.
• Comfortable partnering cross-functionally to support multiple stakeholders and is a creative problem solver.
• Strong understanding of financial statements.
• Strong Excel and financial modeling skills.
• Strong business acumen, work ethic, and grit.
• Exposure to sales data, dashboards, or performance reporting preferred.

Education and Experience:

• Bachelor’s degree required. Will consider 4+ years relevant experience in lieu of Bachelor’s degree. Business, Finance, Accounting or related major preferred.
• 1-3 years of experience in investment banking (Associate+), consulting, corporate finance, tech startups, sales enablement, marketing or related functions.
• 2+ years demonstrated experience with financial statements, custom analytics and/or financial modeling.
• Insurance, financial services and/or competitor market intelligence experience preferred but not required.

Pay Details:

The base compensation range for this position is $125,000 - $175,000. This range reflects Acrisure’s good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children’s Hospital in Grand Rapids, Michigan, UPMC Children’s Hospital in Pittsburgh, Pennsylvania and Blythedale Children’s Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

• … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [e-mail].

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

Welcome, your new opportunity awaits you.