Senior Sales Enablement Specialist

RevOps Report; Wilmington (DE); On-site; USD 77,000 - 127,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan

Life, disability insurance

FSAs/HSAs and wellness programs

Parental leave and paid time off

Job summary

WSFS Bank is seeking a Consumer Sales Enablement Senior Specialist to drive frontline execution and CRM adoption across branches and contact centers.

You will translate strategy into coaching, design Salesforce dashboards, and partner with leaders to improve performance across Consumer Banking channels.

Qualifications

• High school diploma or GED required; bachelor’s degree preferred.
• Minimum 5 years in Consumer Banking, financial services sales enablement, or related roles.
• Sales enablement certifications are strongly preferred.
• Advanced proficiency in Microsoft Office, Salesforce CRM, dashboards, reporting tools, and analytics.

Responsibilities

• Act as a strategic enablement partner to Consumer leaders across channels.
• Own Salesforce initiatives end-to-end, from requirements to adoption coaching.
• Design dashboards and reporting solutions for executives and frontline teams.
• Provide targeted coaching to accelerate pipeline, forecasting, and CRM usage.
• Translate field observations into insights and actionable actions for leaders.
• Travel within the WSFS footprint to support field engagements.

Skills

Sales enablement

Coaching

Performance management

CRM adoption

Salesforce

Dashboard reporting

Data insights

Communication

Influencing

Travel availability

Education

High school diploma or GED

Bachelor's degree preferred

Tools

Salesforce CRM

MS Office

Job description

Job Description

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service is more than part of our name, it’s our mission and our purpose.

About This Role

Job Description

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service is more than part of our name, it’s our mission and our purpose.

The Consumer Senior Sales Enablement Specialist is a strategic, field‑embedded enablement leader who drives sustained sales performance and client experience excellence across the Consumer Bank, including branches, contact center, home lending, business banking, and other Consumer‑facing channels.

This role translates enterprise and Consumer Bank strategy into consistent frontline execution by activating high‑impact behaviors, strengthening coaching disciplines, reinforcing sales tools and CRM adoption, and closing skill gaps at scale. The Consumer Senior Sales Enablement Specialist operates as a trusted advisor to Consumer leaders, providing performance insights, influencing priorities, and shaping enablement solutions that drive measurable results.

With a strong presence across the WSFS footprint, the Specialist gathers cross‑channel insights, identifies systemic opportunities, and partners closely with the Sales Enablement Manager and business stakeholders to continuously improve programs, tools, and processes. This role also serves as a technical and functional leader, modeling best practices and providing guidance to junior enablement colleagues.

Regular travel across the WSFS footprint ensures strong field relationships and real‑time support.

Job Responsibilities

• Act as a strategic enablement partner to Consumer leaders across channels, supporting enterprise campaigns, priority initiatives, and localized performance needs.
• Participate in cross‑functional forums to share insights, influence direction, reinforce priorities, and ensure alignment between strategy and frontline execution.
• Contribute thought leadership to the evolution of Consumer sales practices, tools, and performance management approaches.
• Support Salesforce sales enablement strategy for Consumer Banking, maximizing platform capabilities to enhance pipeline management, forecasting accuracy, performance visibility, and sales productivity across multiple channels.
• Own the end‑to‑end lifecycle of Salesforce initiatives, including business requirements gathering, solution design, user acceptance testing (UAT), pilot execution, launch readiness, field communication, and post‑implementation adoption coaching.
• Design and operationalize Salesforce dashboards and reporting solutions that provide actionable insights for executives, managers, and frontline teams, enabling data‑driven decision making and performance management.
• Act as a trusted advisor between the field, sales leadership, and business partners, ensuring Salesforce enhancements align with business strategy, user needs, and organizational priorities.
• Build Salesforce capability across the organization through targeted coaching, training, and reinforcement programs, driving sustainable behavior change, pipeline discipline, and CRM adoption.
• Lead onsite and virtual field engagements across branches, contact center, and Consumer Bank functions to observe behaviors, diagnose performance gaps, and deliver targeted, actionable coaching.
• Reinforce enterprise sales expectations, including discovery excellence, needs‑based conversations, digital engagement, consultative selling, and client experience standards.
• Partner with Consumer leaders to strengthen coaching capability, support onboarding reinforcement, and accelerate development of new, transitioning, or underperforming Associates.
• Drive consistent execution of sales rhythms (huddles, pipeline reviews, follow‑ups, coaching cadences) aligned to Consumer Bank priorities.
• Design and facilitate targeted small‑group enablement sessions to address product knowledge gaps, objection handling, confidence building, and CRM behaviors.
• Act as a visible role model for frontline excellence and modern sales practices.
• Leverage dashboards and performance data to identify trends, root causes, and opportunity areas across the Consumer Bank ecosystem.
• Translate field observations and data into concise insights, narratives, and recommendations for senior leaders and stakeholders.
• Track progress against enablement initiatives and adjust tactics based on outcomes and evolving business needs.
• Inform leader coaching conversations by pairing data interpretation with suggested actions and behavioral focus areas.

Minimum Qualifications

• High school diploma or GED required; bachelor’s degree preferred.
• Prior experience in financial services, retail banking, or sales‑driven environments required.
• Sales methodology, coaching, or enablement certifications are strongly preferred.
• Minimum 5 years of experience in Consumer Banking, financial services sales enablement, sales leadership, coaching, performance management, or related roles.
• Deep understanding of Consumer Banking sales and service delivery, including Mortgage, Retail Banking, Small Business/Business Banking, and Contact Center environments, with knowledge of the unique sales processes, client journeys, and performance drivers within each channel.
• Demonstrated ability to partner across diverse sales organizations and align strategies, coaching, and execution practices that support consistent performance across multiple Consumer Banking channels.
• Strong understanding of Consumer Banking products, frontline sales behaviors, and sales execution across branch, call center, digital, mortgage, and business banking environments.
• Demonstrated ability to diagnose performance issues and deliver effective coaching through observation, practice, feedback, and reinforcement.
• Strong analytical capability; comfortable translating dashboards, CRM reporting, and performance data into actionable sales and leadership insights.
• Exceptional communication, facilitation, and influencing skills; able to build alignment and drive results across all levels of the organization without formal authority.
• Executive presence with the ability to establish credibility quickly with frontline associates, sales leaders, and senior executives.
• High adaptability, sound judgment, and problem‑solving ability in fast‑moving, complex environments; capable of managing multiple high‑priority initiatives simultaneously.
• Proven relationship builder with the ability to create trust and foster collaboration across functions, business lines, and geographies.
• Advanced proficiency in Microsoft Office, Salesforce CRM, dashboard development, reporting tools, and performance analytics.
• Willingness and ability to travel within the WSFS footprint as needed.

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Salary Range

$77,390.00 - $127,139.75 Individual base pay may vary on additional factors such as the candidate’s experience, job‑related skills, relevant education, geographic location, and other specific business and organizational needs.

In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula‑based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate’s location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [e-mail].

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.