Sales Enablement Analyst

Acrisure; San Jose (CA); On-site; USD 125,000 - 175,000; Full time

Job summary

Acrisure is seeking a Sales Enablement Analyst in San Jose, CA to empower Client Advisors and Growth Leadership with the systems, tools, processes, insights, and training needed to drive superior client experiences and sustainable revenue growth.

You'll partner with Growth Analytics, Product, and Sales teams to manage KPI dashboards, develop analytics models, and support cross-sell, retention, and incentive programs.

Qualifications

• 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.
• Exposure to sales data, dashboards, or performance reporting preferred.

Responsibilities

• Sales & Marketing Technology Strategy: Assist with the ongoing support and optimization of sales and marketing tools and systems.
• Data & Growth Insights Platform: Partner with Growth Analytics and Product teams to manage KPI dashboards and develop custom analytics models.
• Competitor and Market Intelligence: Lead the build-out and management of a robust Competitor Market Intelligence Program.
• Cross-Sell and Retention Strategy (Bundling): Support analysis related to cross-sell, upsell, and retention initiatives.
• Incentives and Performance Management: Assist with reporting and analysis for Client Advisor incentive and performance programs.
• Performance Marketing Partnership: Support sales enablement analytics related to performance marketing initiatives.

Skills

Organizational skills

Cross-functional collaboration

Financial statements

Excel

Financial modeling

Business acumen

Sales analytics

Education

Bachelor's degree

4+ years alternative experience

Business/Finance/Accounting degree preferred

Tools

Excel

Financial modeling

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

• 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.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.