Sales Enablement Manager

Business Development Opportunity in Financial Services

Sales Enablement Manager

Preferred location:  7755 Third Street North, Oakdale, MN  55128

This position is accepting applicants in all locations & remotely


As a Sales Enablement Manager at Advisor Group, you will be responsible for creating content and tools, facilitating training, developing reporting and analysis, and managing Salesforce. Through a mix of analytical and creative skills, the person in the role will help the Business Development team generate high quality sales leads and develop strong pipelines of new business opportunities. The Sales Enablement Manager will work across Marketing, Operations and Sales to drive Salesforce adoption and higher sales productivity.


  • Serve as the point of contact for Sales Enablement projects and Salesforce and work within Business Development and across departments to deliver high quality work.
  • Handle all basic Salesforce administrative functions including setting up user profiles, permissions and roles; managing data loads and client contact data; maintaining the user interface; developing lists, dashboards and reporting; and conducting other routine tasks.
  • Develop sales reporting and analysis for the Business Development leadership team.
  • Work in partnership with marketing to develop, manage and track sales campaigns according the content and campaign calendar.
  • Establish consistent processes and guidelines for managing projects and meeting deadlines.
  • Create and manage a set of sales tools including playbooks, scripts, scorecards, qualification tools, and sales plans.
  • Develop training content and facilitate ongoing user training. Grow the Salesforce and sales consulting skill set across roles.
  • Effectively act as the liaison and primary point of contact with third-party vendors, including license management and invoicing.
  • Participate in tests and pilots to understand use cases and enhancement deployments.
  • Manage internal communications related to campaigns, content, tools and Salesforce.
  • All other duties as assigned.

Education Requirements:

  • Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree.  Minimum of high school diploma or equivalent is required. 

Basic Requirements:

  • Minimum 5 years of experience working in corporate marketing, training, or other business field developing content.
  • Minimum 3 years project management experience
  • Minimum 3 years of experience supporting or driving B2B sales, or complex retail sales. Financial services and / or marketing experience is a plus.
  • Minimum 2 years Salesforce administration / management experience; including, workflow creation, reporting, and coordinating configurations with technical team.
  • Good understanding of Salesforce environments including Classic and Lightning
  • Experience working in a sales operations or sales enablement capacity.
  • Ability to multi-task and work in a fast-paced environment
  • Excellent written and verbal communication skills
  • Creative and analytical skills with strong problem-solving skills
  • Ability to manage projects, meet deadlines, and prioritize simultaneous requests
  • Ability to critically evaluate technical requirements and analyze data and translate into business terms
Be A Part Of The Team Behind Our Success!

At Advisor Group, we support financial professionals across the nation, the people who help everyday Americans achieve their dreams. We’re a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Equal Opportunity Employer

Advisor Group is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.


Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Advisor Group.

Unqualified Applications

Advisor Group does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Advisor Group only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.