Sales Enablement Manager

Sales Enablement Manager – Asset Mark

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The Sales Enablement Manager is responsible for equipping all sales teams with the processes, tools, training, and cross‑functional support needed to grow production and improve sales effectiveness. This role partners closely with Sales Leadership, Marketing, Product, Engineering, Service & Operations, and other client‑facing teams to create a unified growth engine.

• Sales Process Optimization – Partner with multiple sales teams (Asset Mark, Adhesion, Bank Trust, Retirement, Strategic Accounts, etc.) to continuously refine and standardize sales processes; assess gaps, bottlenecks, and inconsistencies in the sales workflow and recommend improvements; implement best practices across discovery, qualification, demo execution, value positioning, forecasting, and close stages; collaborate with Sales Ops to ensure CRM workflows and reporting support the sales process.
• Tools and Resources – Develop and maintain a suite of value‑engineering tools (ROI calculators, business‑case templates, benchmarking materials, competitive insights); translate product capabilities into clear economic and business value for advisors; build playbooks, frameworks, and sales assets that improve messaging consistency and customer outcomes; leverage AI to improve sales efficiency and effectiveness.
• Training & Coaching Support – Support the design and delivery of ongoing sales training, including onboarding, upskilling, methodology reinforcement, and product updates; partner with Sales Leadership to diagnose performance gaps and create tailored development plans; leverage modern L&D tools (AI simulations, microlearning, role‑play technology, LMS platforms) to enhance learning effectiveness.
• Cross‑Functional Collaboration – Serve as the connective tissue between Sales and other groups in the commercial ecosystem; align messaging, personas, and content utilization with Marketing; communicate field insights, support launches, and translate technical capabilities into advisor‑ready messaging with Product & Engineering; support seamless post‑sale handoffs and customer experience improvements with Service & Operations; partner on strategy, execution, and team‑level initiatives with Sales Leadership;
  
  facilitate regular feedback loops so each team is informed, aligned, and working toward shared goals.
• Performance Analysis and Continuous Improvement – Monitor sales performance metrics to identify enablement opportunities; track the adoption and impact of processes, training, and tools—informing what to improve next; ensure enablement initiatives align with revenue targets and Asset Mark’s growth strategy; perform other duties as assigned.

• Strategic thinking with strong executional follow‑through.
• Ability to influence without authority.
• Strong analytical and problem‑solving skills.
• High business acumen and customer‑centric mindset.
• Collaborative, adaptable, and comfortable working in fast‑moving environments.

• 5–8 years of experience in Sales, Sales Enablement, Revenue/Commercial Enablement, Sales Operations, Value Engineering, or Sales Leadership.
• A bachelor’s degree in business or finance is required.
• A master’s degree is preferred.
• Strong understanding of modern B2B sales methodologies and buyer‑centric processes.
• Experience working with cross‑functional teams and senior leadership.
• Exceptional communication, facilitation, and project‑management skills.
• Ability to turn complex product and market information into usable, compelling resources.
• Experience in finance, advisory services, finance technology, or a related field is a plus.

Base Salary range: $105,000 – $120,000. This position is also eligible for additional variable incentive compensation and competitive benefits.

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.

Asset Mark’s mission is centered around helping financial advisors make a difference in the lives of their clients. We provide…