Sales Enablement Specialist

🔥 17 hours ago

🇺🇸 United States – Remote

💵 $93.5k - $110k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📊 Sales Operations

👻 Ghost score 0%

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

🛡️ Insurance

💼 Consulting

💳 Fintech

Insurance • Consulting • Fintech

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• Build, organize, and maintain a centralized content hub serving as the single source of truth for RVPs and program teams • Drive playbook adoption across the field by developing rollout strategies, tracking usage, and iterating based on feedback • Partner with program leads to develop and refine communication cadences that keep field teams informed, aligned, and engaged • Support launch readiness for new programs, initiatives, and tools by coordinating training, materials, and rollout timelines • Monitor technology and sales tool adoption, identify gaps, and build campaigns to improve usage • Contribute to sales tooling strategy by surfacing field feedback and documenting needs • Track enablement metrics and produce regular reports on content engagement, tool adoption, and program readiness • Work with the Client Development Operations team, program leaders, and RVPs to provide field teams with tools, content, and training • Simplify complex ideas into actionable guidance for a field sales organization

🎯 Requirements

• 5-7 years of experience in sales enablement, revenue operations, or a closely related field, ideally within financial services or a distributed sales organization • Proven ability to design and manage content libraries, playbooks, and communications for a field sales team • Strong project management skills and ability to run multiple workstreams simultaneously and meet deadlines without constant oversight • Experience with project management and enablement platforms and CRM tools; Salesforce preferred • Excellent written and verbal communication skills • Comfort working in a fast-moving, high-growth environment where priorities shift and ambiguity is part of the job • Collaborative ability to build relationships and work effectively across teams without formal authority • Genuine interest in the wealth management industry and desire to grow within a market-leading firm • Experience supporting a geographically distributed sales organization (preferred) • Familiarity with adult learning principles and instructional design (preferred) • Exposure to sales methodology frameworks and conversion principles (preferred) • Availability Monday through Friday, 8AM to 5PM, with occasional early or late hours • Basic technology needs will be provided for a professional office or dedicated home office workspace

🏖️ Benefits

• Company Paid Basic Life & AD&D Insurance • Company Paid Short-Term and Long-Term Disability Insurance • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. • Kaiser Medical plans available in California • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan. • Two comprehensive Dental Plans • Vision Insurance Plan • Dependent Care Savings Account for child and dependent care. • 14 Company Paid Holidays including a full week off at Thanksgiving. • Generous paid time off program for vacation and sick days • Employee Assistance Plan • Family Medical Leave • Paid Parental Leave (8 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time. • Adoption Assistance Reimbursement Program • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing • Incentive compensation eligibility