Sr. Specialist, Business Operations & Enablement

Sr. Specialist, Business Operations & Enablement

5 days ago Be among the first 25 applicants

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

• Employment type:
  
  Full-time
• Seniority level:
  Mid-Senior level
• Job function:
  Consulting, Information Technology, and Sales

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska:
Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

This role is responsible for driving operational efficiency by creating streamlined workflows and process consistency across the Business Development and M&A Sales teams. This role strengthens team performance through the execution of proactive sales enablement initiatives, including campaign outreach efforts, event logistics, and the execution of team territory strategies. This role ensures operational compliance, oversees sales enablement execution, and leads cross‑functional collaboration to optimize sales efforts and support scalable business growth.

• Operational Efficiency & Process Management:
  Develop, maintain, and optimize Standard Operating Procedures (SOPs), workflows, and process documentation that support Business Development and M&A operations. Ensure data integrity within CRM systems through quality‑control reviews and compliance validation. Partner with leadership to standardize operational practices, implement workflow improvements, and introduce efficiencies that can be used across all territories. Monitor adoption metrics and ensure process consistency.
• Process Optimization & Team Enablement:
  Identify and implement workflow improvements that streamline pipeline management and sales execution. Coordinate process rollouts and enablement programs that strengthen team effectiveness. Support onboarding by serving as a resource for systems, procedures, and workflows. Maintain version control across documentation, templates, and Docusign forms to ensure operational accuracy and alignment.
• Issue Resolution & Campaign Enablement:
  Serve as the escalation point for operational and tactical issues, owning resolution from identification through completion. Validate outcomes of campaign and marketing efforts, ensuring successful execution and continuous improvement. Create SOP’s and training procedures addressing tactical topics such as CRM utilization, campaign execution, and process adoption. Distribute and maintain repository for campaign materials including call and email scripts, program toolkits, and post‑event debrief notes to drive consistency and impact.
• Compliance, Agreements & Documentation:
  Oversee the full compliance and agreement lifecycle, including preparation, routing, and tracking of advisor documentation such as background checks, pre‑registration forms, and agreements. Collaborate with Legal and Compliance to ensure timely, accurate, and compliant execution of documentation. Maintain version control, monitor status within Salesforce, and validate qualified meetings, agreements, and forgivable notes for reporting and audit purposes.
• Logistics, Events & Administrative Coordination:
  Plan and execute logistics for business development meetings, events, and Home Office Visits. Coordinate travel, agendas, technology setup, and related reimbursements to ensure seamless experiences. Manage supplies, branded materials, and welcome gifts, and support special mailings or event preparation needs to enhance team outreach efforts.
• Other Duties:
  Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

• Excellent…