Provide leadership to a matrixed team driving sales process strategy and go to market efforts
Improve Salesforce capabilities that optimize user experience to drive sales results
Partner with Sales, Technology, Marketing, and stakeholders to shape Salesforce user strategy
Redesign and reinvent sales process leveraging technology, automation, and AI for efficiency
Own sales tools strategy and partner with various teams (marketing, training, product intelligence) on deployment
Partner with training and concierge to drive adoption across sales tools tech stack

8+ years distribution experience in the financial services space with a focus on annuity/life third party distribution
4yr College degree
Strong understanding and experience with Salesforce
Self-driven with ability to work independently and with minimal guidance
Strategic thinker (innovator) with strong communication skills
Comfortable working at all levels of the organization
Strong familiarity with tech stack needed to support sales process and advisors
Proficiency in Microsoft suite of products & Seismic
Ability to lead by influence and not necessarily through a traditional organizational structure
Strong decision making with a keen focus on delivering outcomes
Experience driving agile delivery programs with diverse scope while regularly re-evaluating for value alignment, ROI, etc.

Medical, Dental, Vision, and Wellbeing Reimbursement Account
Generous paid time off options including: Paid Time Off, Holiday Schedules, and Financial Planning Time Off
Paid Parental Leave as well as an Adoption Assistance Program
Competitive 401k savings plan with company match and an additional contribution regardless of participation

Sales Process Manager

Key skills