Sales Enablement Administrator - Wealth Management Sales

SUMMARY: The Sales Enablement Administrator is responsible for partnering with our sales team, who work to promote and sell Allworth’s financial advice solutions to prospective clients referred by our external partners, to provide business development direction and support. They are the first point of contact for any business development activity, including meetings and events, for their assigned sales representatives and external partners, as appropriate. This encompasses event planning and execution, meeting scheduling and order fulfillment, and overseeing any content and collateral. The role requires superior relationship management and communication skills and excellent organizational skills. The ideal candidate is a natural relationship builder, ambitious, and has a strong sense of urgency and accountability to the task at hand. The Sales Enablement Administrator reports directly to the Chief of Staff but receives workflow direction from their assigned sales representatives and by meeting the demands of our external partners.  This position will have annual travel of 10% time to attend conferences and company sponsored events.

The Sales Enablement Administrator works actively as part of a cross-functional, centralized support team to: (1) Help strategize and execute on the ongoing business development activities of their sales reps; (2) Ensure all assigned regional events and communication needs are fulfilled by overseeing the workflow and partnering both internally and externally as needed; and (3) Work with sales leadership to implement growth tactics and meet department objectives.

DUTIES AND RESPONSIBILITIES:

1. Business development strategy & execution (40%)
   • Help to create and implement annual regional business development strategies with their assigned sales reps, ongoing  
   • Develop and maintain an events schedule to effectively manage internal calendars for attendees and speakers
   • Execute on prospecting events and business development meetings in assigned regions, including scheduling, detail planning, meal and hardcopy fulfillment, and attendance, as necessary
   • Provide direction on and help to organize and maintain all sales collateral and events content and materials, including an editorial calendar of monthly topics, events menus, full collateral library, etc.
   • Responsible for adherence to regional business development budgets
2. Relationship management (35%)
   • Develop strong working relationships with sales reps in assigned regions and localized external partners, as necessary
   • Serve as a secondary relationship manager to external partners, providing best-in-class service, for the planning and execution of all business development activity
3. Program rules, systems & oversight (25%)

• Maintain superior knowledge of program-specific rules of engagement and systems
• Help provide input on program-specific reporting by region
• Oversee events and campaign data management in appropriate systems
• Provide data management and systems-related support to sales reps and leadership, as needed
• Report on the effectiveness of overall business development activity to sales leadership quarterly, or as requested

 EXPERIENCE AND QUALIFICATIONS:

• College degree in marketing, business or related
• 3 years of business development, sales support or event management experience
• Direct customer service or relationship management experience a plus
• Working knowledge of Salesforce or a similar CRM a plus
• Ability to effectively manage multiple projects
• Well organized and with excellent attention to detail, including basic proofreading skills
• Excellent verbal and written communication skills
• Ability to work independently and within a team
• Strong working knowledge of MS Office programs (Excel, Word and PowerPoint)
• Willingness to learn about - and work compliantly within - the financial services industry
• Must be in good compliance standing with all rules, regulations and policies Must be in good compliance standing with all rules, regulations and policies

Pay is $70-80K

Salary : $70