Sales Enablement Manager

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eMoney Advisor

WebsiteLinkedInAll Job Openings

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.

📋 Description

• Lead and manage comprehensive sales enablement initiatives that accelerate seller readiness and ongoing performance—owning new‑hire onboarding, role‑based training programs, certification pathways, and a scalable content ecosystem that supports the full seller journey. • Recommend, design, build, manage, and maintain sales processes and systems as necessary to support sales expansion and attainment of revenue goals • Partner cross‑functionally to synchronize enablement initiatives with major strategic priorities, including new sales process rollouts, product launches, technology deployments, and operational changes—ensuring sales teams are equipped with the right knowledge, tools, and messaging at every stage. • Interact closely with the sales team to determine gaps in current content, collateral, and resources and ensure they have what they need to engage the buyer successfully throughout the sales process. • Establish requirements, source solutions and champion advance AI solutions to help scale Enablement’s impact on the organization. • Own the end‑to‑end lifecycle of sales content and collateral, driving the creation, organization, governance, and continuous improvement of playbooks, value messaging, competitive positioning, and field‑ready assets to ensure consistency, accuracy, and alignment to the company’s commercial strategy. • Partner with senior sales leadership to define annual sales productivity priorities and performance improvement initiatives. • Partner with Product Marketing to create and maintain content. Manage the process to ensure it is up to date, aligned with product releases, competitively positioned, and easily accessible. • Manage relevant sales communications, including sales updates, newsletters, and video updates as well as teaching methods • Lead, mentor, and train Sales Enablement specialists to ensure sales teams are equipped with the resources needed to successfully achieve goals. • Other duties as assigned.

🎯 Requirements

• Bachelor’s degree in business, marketing or related field or equivalent work experience • 5+ years of experience in Sales Enablement • Experience in the Financial service sector preferred • Experience with MEDDICC or Sandler is preferred • 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 • This role requires periodic travel ~ 10%

🏖️ Benefits

• annual bonus program • retirement contributions • health insurance • sick leave • parental leave • paid time off