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
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
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
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
Provide analytical and design support for Client Advisor incentive and performance management programs
Act as the primary analytical liaison for the Performance Marketing team

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
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 and/or financial modeling
Insurance, financial services and/or competitor market intelligence experience preferred but not required

Sales Enablement Director

Key skills