Senior Sales Enablement Specialist: Salesforce & Tools

Jobtailor; California (MO); On-site; USD 70,000 - 110,000; Full time

Job summary

Jobtailor seeks an experienced Sales Enablement Specialist to partner with Sales, Training, and Marketing. You will support enablement tools, troubleshoot issues, and drive process improvements across Salesforce and related platforms.

The role emphasizes stakeholder collaboration, onboardingnew sales staff, and creating training resources to enhance the wholesaler experience and customer outcomes.

Qualifications

• Advanced knowledge of sales enablement tools, processes, and technologies, including Salesforce, Tableau, Excel, Business Planning Dashboard, NBA, Seismic, territory management, Cvent, PL websites, Ensight, PPT, and Lifeline.
• Demonstrated ability to think strategically and align internal resources.
• Strong focus on customer experience and attention to detail.
• Strong business acumen and ability to create efficient and repeatable processes and controls.
• Analytical and technical mindset for troubleshooting and evaluating issues.
• Resourceful with ability to tackle difficult questions/issues with minimum supervision.
• Effective written communication to explain complex concepts and processes.
• 2+ years of hands-on experience with Salesforce Sales.
• Minimum 2-3 years of sales enablement systems experience in a Financial Services environment, preferably with Life or Annuities experience.
• FINRA Series 6/7 Required
• FINRA 63, Life Insurance and/or Variable Products license Preferred
• Undergraduate degree in Marketing, Economics or Finance, or equivalent Financial Industry experience

Responsibilities

• Provide one-on-one support for sales enablement programs, tools, and technologies
• Track and report key trends for Sales Intelligence, Sales Training, and Marketing stakeholders
• Manage requests and liaise with internal stakeholders to resolve complex or cross-functional problems
• Investigate technical issues, log cases accurately, and document resolutions
• Participate in organizational process improvement and root-cause problem solving
• Support the CE and webinar process with Events Planning and the Retirement Solutions Group
• Create and reconcile reports
• Research and troubleshoot systems and sales tool issues
• Support new-user onboarding and training
• Coordinate with Corporate IT and Salesforce COE to ensure systems access for onboarding sales employees
• Gather stakeholder needs and refine, enhance, and simplify the wholesaler experience
• Pilot, test, and demonstrate Salesforce and other sales enablement solutions
• Maintain knowledge of enablement programs, sales tools, technologies, and integrations
• Coach and train peers
• Develop and document training guides and videos with Sales Training
• Implement process efficiencies and streamline Salesforce and sales tools
• Provide guidance on building Salesforce reports in collaboration with Sales Intelligence

Skills

Salesforce

Tableau

Excel

Seismic

Cvent

Territory Mgmt

Report Creation

Process Improvement

Sales Enablement

Customer Experience

Education

Bachelor's in Marketing, Economics or Finance

Tools

Sales Enablement Tools

Sales Intelligence Tools

Sales Training Systems

Event Planning Software

Financial Services Systems

Job description

Jobtailor seeks an experienced Sales Enablement Specialist to partner with Sales, Training, and Marketing. You will support enablement tools, troubleshoot issues, and drive process improvements across Salesforce and related platforms.

The role emphasizes stakeholder collaboration, onboardingnew sales staff, and creating training resources to enhance the wholesaler experience and customer outcomes.