Strategic Growth & Sales Enablement Lead

Captrust

Raleigh, Northern (NC, KY)

Hybrid

USD 120,000 - 160,000

Full time

14 days+
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Benefits offered by this job

Discretionary bonus
Health, dental, vision
401(k) with company match
Paid time off

Job summary

CAPTRUST seeks a Senior Lead Strategy & Sales Enablement Consultant to turn growth signals into advisor action and measurable outcomes. You will connect opportunity intelligence, advisor activation, sales execution, and performance measurement to scale growth across advisors, markets, and lines of business at CAPTRUST.

The role requires a strategic, analytical, and collaborative professional to strengthen visibility of opportunities, enable advisor follow-through, improve funnel metrics, and

Qualifications

  • 8+ years of experience in sales effectiveness, revenue operations, marketing analytics, or growth-focused roles.
  • Bachelor’s degree in business, marketing, analytics, or a related field.
  • Experience with CRM platforms such as Dynamics 365 or Salesforce.
  • Experience developing dashboards, metrics, or performance measurement frameworks.
  • Ability to translate data into actionable business recommendations.

Responsibilities

  • Analyze data from prospect, lead, CRM, marketing, and engagement sources to identify high-value opportunities.
  • Develop opportunity scoring and prioritization methods based on fit, timing, and potential revenue.
  • Translate opportunities into advisor-ready sales plays with target lists and messaging inputs.
  • Coordinate with Marketing and Sales Enablement to align content and activation plans.
  • Route opportunities to appropriate advisors or teams by geography and line of business.
  • Track advisor action, funnel progression, and attribution to improve engagement and speed-to-lead.

Skills

Sales enablement
CRM analytics
Power BI
SQL
Excel
Marketing analytics
Cross-functional

Education

Bachelor's degree in business/analytics

Tools

Dynamics 365
Salesforce
Tableau

Job description

CAPTRUST seeks a Senior Lead Strategy & Sales Enablement Consultant to turn growth signals into advisor action and measurable outcomes. You will connect opportunity intelligence, advisor activation, sales execution, and performance measurement to scale growth across advisors, markets, and lines of business at CAPTRUST.

The role requires a strategic, analytical, and collaborative professional to strengthen visibility of opportunities, enable advisor follow-through, improve funnel metrics, and

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