
501 - 1000 employees
Founded 2000
💸 Finance
☁️ SaaS
🤝 B2B
Finance • SaaS • B2B
eMoney Advisor is a financial planning software company. eMoney provides cloud-based planning tools and a client portal for financial advisors, including features such as Monte Carlo analysis, account aggregation, decision center, plan summaries, and API/aggregation integrations. Their products (Plus, Pro, Premier, Enterprise) support goals-based and cash-flow planning, client engagement, and enterprise deployments for banks, broker-dealers, and RIAs. eMoney focuses on improving advisor efficiency, client satisfaction, and scalability of planning services.
🔥 18 minutes ago
🇺🇸 United States – Remote
💵 $112k - $140k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
📊 Sales Operations
👻 Ghost score 0%
Where this job comes from
Posted on eMoney Advisor's careers page, not through a job board
First seen by Remote Rocketship 18 minutes ago

501 - 1000 employees
Founded 2000
💸 Finance
☁️ SaaS
🤝 B2B
Finance • SaaS • B2B
eMoney Advisor is a financial planning software company. eMoney provides cloud-based planning tools and a client portal for financial advisors, including features such as Monte Carlo analysis, account aggregation, decision center, plan summaries, and API/aggregation integrations. Their products (Plus, Pro, Premier, Enterprise) support goals-based and cash-flow planning, client engagement, and enterprise deployments for banks, broker-dealers, and RIAs. eMoney focuses on improving advisor efficiency, client satisfaction, and scalability of planning services.
• Lead and manage comprehensive sales enablement initiatives, including new-hire onboarding, role-based training, certification pathways, and a scalable content ecosystem • Recommend, design, build, manage, and maintain sales processes and systems supporting sales expansion and revenue goals • Partner cross-functionally on sales process rollouts, product launches, technology deployments, and operational changes • Identify gaps in sales content, collateral, and resources and address seller needs throughout the sales process • Establish requirements, source solutions, and champion advanced AI solutions for Sales Enablement • Own the lifecycle of sales content and collateral, including playbooks, value messaging, competitive positioning, and field-ready assets • Define annual sales productivity priorities and performance improvement initiatives with senior sales leadership • Partner with Product Marketing to create, maintain, update, and organize content aligned with product releases and competitive positioning • Manage sales communications, including sales updates, newsletters, and video updates, as well as teaching methods • Lead, mentor, and train Sales Enablement specialists • Perform other duties as assigned
• Bachelor’s degree in business, marketing or related field or equivalent work experience • 5+ years of experience in Sales Enablement • At least 1 year of people management experience required • Experience in the Enterprise, mid-market, and/or transactional sales space with demonstrated success in training and sales enablement • Experience using sales tools such as SFDC, Outreach, Gong, Seismic, peripheral systems and Microsoft Office products • Strong communication, facilitation, and cross-functional influence • Ability to balance leadership with hands-on execution and strong project management skills • Knowledge of workflow development and KPI reporting within SalesForce.com, Outreach, Gong and Seismic • Ability to maintain a high level of productivity in a fast-paced, team environment while managing multiple competing priorities • Experience in the Financial service sector preferred • Experience with MEDDICC or Sandler preferred
• Annual bonus program • Retirement contributions • Health insurance • Sick leave • Parental leave • Paid time off • Equal employment opportunity workplace • Inclusive, people-first culture where diverse perspectives are valued • Periodic travel (~10%)
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