Sales Enablement Manager

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Job Description:

Director, Strategic Initiatives, NAR

Location:

Hybrid/Costa Mesa, CA (United States)

Reporting to:
Head of Sales Enablement, North American Retail (NAR)

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries.

Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.

Acrisure is seeking a Director, Strategic Initiatives, North America Retail (NAR) to support the Head of Sales Enablement with the mission of empowering our Client Advisors and Growth Leadership with the systems, tools, processes, insights, and training & development to drive the best client experiences and outcomes, which in turn will drive strong organic revenue growth and operational efficiencies. This role will help formulate and execute exciting growth initiatives for the Growth team (i.e. Client Advisors) to continue the strong momentum in the business.

• Sales & Marketing Technology Strategy
  • Design, manage, and optimize a cutting-edge Sales & Marketing Technology stack through cross-functional collaboration.
  • Empower Client Advisors with best-in-class technology to accurately identify high-value new client opportunities, enhance competitive positioning, and foster superior long-term relationships.
• Data & Growth Insights Platform
  • Partner with Growth Analytics and Product teams to manage critical KPI Dashboards and develop custom analytics models.
  • Translate data into actionable insights to proactively identify significant opportunities for market growth and operational improvement.
• Competitor and Market Intelligence
  • Lead the build-out and management of a robust Competitor Market Intelligence Program.
  • Gather, synthesize, and disseminate real-time, actionable market research, trends, and competitor insights to the field organization, directly influencing competitive strategy and opportunity identification.
• Cross-Sell and Retention Strategy (Bundling)
  • Contribute to the strategic formulation and operational execution of integrated cross-sell and upsell initiatives.
  • Establish and track success metrics to maximize client retention, increase Client Lifetime Value (CLV), and expand solution adoption across the client base.
• Incentives and Performance Management
  • Provide analytical and design support for Client Advisor incentive and performance management programs.
  • Ensure program effectiveness in maximizing sales productivity and driving the achievement of core corporate revenue and growth objectives.
• Performance Marketing Partnership
  • Act as the primary analytical liaison for the Performance Marketing team.
  • Deliver competitive research and data analysis to inform and optimize marketing campaign effectiveness and ROI.

• Highly organized and detail-oriented with excellent project coordination skills.
• Comfortable partnering cross-functionally to support multiple stakeholders and is a creative problem solver.
• Strong understanding of financial statements.
• Strong Excel and financial modeling skills.
• Strong business acumen, work ethic and grit.

• Required Qualifications
  • Bachelor’s degree required. Will consider 5+ years relevant experience in lieu of Bachelor’s degree. Business, Finance, Accounting or related major preferred.
  • 3-7 years of experience in investment banking (Associate+), consulting, corporate finance, tech startups, sales enablement, market or related functions.
  • 2+ years demonstrated leadership experience through formally or informally leading people/projects.
  • 2+ years demonstrated experience with financial statements, custom analytics…