Sales Enablement Consultant

Financial Health Network

Sales Enablement/Lead Generation Salesforce Project Consultant

Make an impact in the financial lives of millions with our growing organization. The Financial Health Network is the leading authority on financial health. We envision a future where all people, especially those who are most vulnerable, have the day-to-day financial systems they need to be resilient and thrive. We are a trusted resource for business leaders, policymakers and innovators united in a mission to improve the financial health of their customers, employees, and communities. Through groundbreaking research, advisory services, measurement tools, and opportunities for cross-sector collaboration, we advance awareness, understanding, and proven best practices in support of improved financial health for all. With offices in Chicago, New York, and Washington, DC, Financial Health Network is a fast-paced, highly collaborative environment, seeking people who share our values: Innovation; Passion; Excellence; Impact; Directness; Diversity, Equity, and Inclusion.

Our mission to improve financial health for all, especially the most vulnerable, can only be accomplished through a diverse population of employees at all levels who are representative of the many communities we seek to impact. We strive to recruit, hire, develop, empower, and retain talented individuals at all levels across various dimensions of diversity and intersectionality including, but not limited to, race, ethnicity, sexual orientation, gender identity, gender expression, religion, age, neurodiversity, disability status, veteran status, and citizenship. * We welcome and need your unique voice and look forward to having you join our team!

SCOPE OF ROLE

Financial Health Network, a small but mighty, non-profit organization is looking for a data and tech savvy sales enablement professional with Salesforce experience to help set up our organization’s business development infrastructure. This contractor will work closely with the business development, shared services, and marketing teams to understand, map, and track our customer journeys across multiple business lines.

This person will be pivotal in the organization’s ability to expand its lead pipelines, track lead generation, and conversions through developing sales tools and processes.

Duration of Project: Approximately 6-9 months

Location: Remote

Expected start date: January 2022

Project Responsibilities:

• Document and map out the customer journey for various business lines
• Oversee the creation of the top of the funnel for lead tracking within the company’s existing Salesforce platform.
• Analyze the existing bottom of the funnel for improvements if needed.
• Identify and oversee the development of ROI and conversion reports.
• Work with Shared Services on implementation of technology needs within our Salesforce system and with the Digital team in our full technology stack.
• Identify and help resolve current data issues and ongoing administrative tasks.
• Develop and implement the training required for utilization of the tools and reports for business development and marketing teams.
• Provide oversight post-launch for ongoing maintenance of the funnel, identify data cleanup needs, and report analysis.

Qualifications:

• 8-12 years experience in sales enablement, pipeline development and lead generation in revenue-facing roles, sales training, or sales support, and a demonstrated knowledge of best practices, methodologies, and technologies in each of these areas.
• Backend Salesforce experience required. Certified Salesforce administrator preferred,
• Strategic, data-driven with extensive knowledge of best practices and processes.
• Measurable experience with having a positive impact on business outcomes, such as win rate, quota attainment, length of sales cycle, etc.
• Experience in executing change management initiatives with established approaches.
• Hubspot experience preferred.

Job Type: Full-time