Sales Enablement Associate

RevOps Report; New York (NY); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Health insurance

Dental insurance

Vision insurance

Paid time off

Employee discounts

Competitive salary

Job summary

Optimatum Solutions is seeking a Sales Enablement Associate to drive CRM data integrity, support sales through compelling materials, and execute multi-channel marketing campaigns from our Midtown NY office.

You will research M&A, Private Equity, Healthcare, and related sectors to fuel thought leadership and client engagement, collaborating with senior leadership to translate data into impactful materials and events.

Qualifications

• Bachelor's degree required; master's degree a plus.
• Minimum of 2 years of work experience in sales support, marketing, or research.
• Experience in Private Equity, Investment Banking, M&A, or Sales support desired.
• Strong CRM and MS Office proficiency.
• Excellent written and spoken communication and presentation skills.
• Ability to manage multiple streams and priorities independently.

Responsibilities

• Own CRM data integrity to ensure accurate pipelines, reporting, and client tracking.
• Design and refine sales materials that directly influence client engagement and deal success.
• Execute marketing campaigns across social media and email, bringing creative ideas to life and measuring their impact.
• Research M&A, Private Equity, Healthcare, and related sectors to fuel thought leadership and sales materials.

Skills

CRM proficiency

Communication skills

Research skills

Presentation skills

Independent work

Team collaboration

Education

Bachelor's degree

Master's degree (preferred)

Tools

CRM systems

MS Office

Job description

Sales Enablement Associate

Optimatum Solutions is seeking a Sales Enablement Associate who thrives in an entrepreneurial environment and is eager to make a tangible impact. This role offers a unique opportunity for individuals who have previously worked within highly matrixed organizations and step into a dynamic, growing company where your contributions directly shape outcomes.

Benefits

About This Role

• 401(k)
• 401(k) matching
• Competitive salary
• Dental insurance
• Employee discounts
• Health insurance
• Paid time off
• Vision insurance

Role

We're looking for a driven professional ready to take ownership in a role that blends sales support, CRM ownership, and marketing execution with market and M&A/PE research. In this position, you'll have the autonomy to shape how we grow revenue by:

• Owning CRM data integrity to ensure accurate pipelines, reporting, and client tracking
• Designing and refining sales materials that directly influence client engagement and deal success
• Executing marketing campaigns across social media and email, bringing creative ideas to life and measuring their impact
• Researching M&A, Private Equity, Healthcare, and related sectors to fuel thought leadership and sales materials

This is a fully in‑office role, five days a week, based at our Midtown location in our New York City office. It's designed for someone who thrives in environments where initiative is valued and independence is encouraged, and who wants the chance to make a visible impact while growing their career alongside senior leadership.

If you're ready to leverage your experience in a setting where agility, creativity, and impact matter and where your work will be seen and felt this is the role for you.

Our Story

Optimatum is a leading vendor management firm, delivering savings for the HR supply chain since 2007. We are the first company in the market to bring best practices in vendor management to HR Supply Chain operations: Employer‑Sponsored Healthcare, Retirement, HR Systems, and M&A/Transitional Services. We design and execute harmonization strategies and provide active management and oversight to help clients create and capture value. Our end‑to‑end point solutions are seamless to implement and maintain and drive operational efficiency through vendor accountability.

We're a high‑performing, entrepreneurial organization built on a foundation of client focus and innovation. Our culture celebrates individuality, inclusion, and collaborative growth. At Optimatum, you'll find an environment that encourages continuous learning and personal development without the constraints of corporate bureaucracy. Every team member plays a meaningful role in driving our success and is recognized for their unique strengths and contributions.

The Opportunity

The Sales Enablement Associate supports our Business Development and Marketing efforts end to end from the relationships and data that keep the pipeline moving, to the research and content that build our market visibility. You will manage the CRM and client tracking, help develop and execute marketing campaigns, and conduct research on M&A, Private Equity, Healthcare, and related sectors to fuel thought leadership and sales materials that directly influence client engagement. You will work closely with senior management, translating both relationship data and market insight into materials, campaigns, and events that promote Optimatum's brand and win business.

The Optimatum Team is looking for a highly skilled and experienced individual to:

• Own CRM data integrity to ensure accurate pipelines, reporting, and client tracking
• Manage client relationships and expansion efforts with a proactive, independent approach
• Maintain organized electronic file systems to effectively monitor and track administrative and business development activities
• Execute marketing campaigns across social media and email, bringing creative ideas to life and measuring their impact
• Design and refine sales materials that directly influence client engagement and deal success
• Draft thought leadership content based on research findings
• Assist in developing and executing marketing materials by segment
• Coordinate business development events and meetings
• Conduct ongoing research on M&A, Private Equity, Healthcare, and related sectors using publicly available and industry sources
• Review and synthesize insights from industry publications on a weekly, monthly, or quarterly cadence
• Extract key data points for use in marketing communications and sales materials
• Provide sales‑related administrative support to senior management as needed

Qualifications

• Bachelor's degree required; enrollment in or completion of a master's degree/equivalent a plus
• Minimum of 2 years of work experience in a similar capacity (sales support, marketing, research, or related field)
• Prior experience in Private Equity, Investment Banking, M&A, or Sales Support desired, not required
• Interest in M&A, PE, Finance, and/or Healthcare/Benefits preferred
• Prior course experience in Finance and/or with Private Equity is highly desirable
• Strong technical proficiency in CRM systems and MS Office
• Strong research, synthesis, and presentation skills, paired with sharp attention to detail
• Ability to execute marketing strategies across multiple platforms
• Comfortable with unstructured problems and competing priorities across multiple workstreams
• Ability to work independently as well as within a team environment
• Excellent interpersonal, presentation, verbal and written communication and listening skills
• Knowledge and familiarity with project management tools and processesEnergy and commitment to deliver high quality results in condensed timeframes

Compensation & Benefits

We offer a competitive compensation and generous employee benefits package that includes:

• Salary and bonus
• Comprehensive Healthcare Coverage – Medical, Dental, Vision, Life Insurance, STD & LTD
• 401(k) with employer match
• Flexible time off policy including vacation, personal days and holidays

Join the Optimatum team, bring your talent, and work in our Midtown NY office. This is a fully in‑office position, five days a week.

The expected annual salary ranges from $75,000-$110,000. Salary offers are based on a wide range of factors including, but not limited to, relevant skills, training, experience, education, geographic location, performance, travel requirements, revenue‑based metrics, any contractual agreements, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered.

Equal Employment Opportunity Statement Optimatum Solutions is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law. All employment decisions are based on qualifications, merit, and business need.