Manager Sales Enablement
Listed on 2026-07-15
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Sales
Sales Analyst
Our client is seeking a Manager Sales Enablement to join their team. The Manager, Sales Enablement builds and leads the Bank s dedicated Sales Enablement function, equipping the sales organization, the broader Bank, and participating financial institutions (PFIs) with the skills, education and tools to execute against the Bank s commercial strategy. This role owns sales process and opportunity discipline; translation and simplification of complex product, policy, and market developments into practical guidance;
sales tools, content, and sales strategies; training and coaching; and MORE (Member Outreach) administration.
The Manager designs the playbooks, curricula, content standards, and Salesforce workflows that make member engagement consistent, risk-aware, and effective. This is a builder s role:
Sales Enablement does not exist as a dedicated function at the Bank today, and this leader will stand it up as a 2026 pillar.
This position sits within the Member Financial Strategies group, reports to the group s senior leader, and leads a team that includes a Sales Enablement Analyst and the MORE and organizational-training anchor. It engages cross-functionally with Sales, Solutions, First Line of Defense, MPF Sales, Product Development, Marketing and Communications, and the Customer Experience group.
How You'll Make An Impact:
- Help define and build the Sale Enablement function. Design and implement the enablement engine, shaping how the Bank engages members and drives commercial growth for years to come.
- Turn complexity into action. Help sales teams and member institutions navigate complex products, policies, and market developments through practical tools, training, and guidance.
- Equip the sales organization sell with confidence. Design the playbooks, training programs, and processes that enable more consistent, effective, and risk-aware member engagement across the Bank.
What You Can Expect:
Sales Process & Opportunity Discipline:
- Standardize how opportunities are initiated, developed, coordinated, and advanced across the sales organization
- Design and maintain Salesforce workflows, stages, and discipline that support a consistent, well-managed pipeline
- Define and reinforce the cadence, hand-offs, and accountabilities that keep member engagements moving
Translation & Simplification:
- Convert complex product, policy, and market developments into practical, sales-ready guidance
- Partner with Solutions and First Line of Defense to ensure messaging is accurate, suitable, and on-strategy
- Maintain plain-language reference materials that help the sales force engage members with confidence
Sales Tools, Content & Pitchbooks:
- Curate and standardize sales materials, templates, and pitchbooks
- Establish and maintain a single source of truth for approved sales content, with clear version control
- Ensure content is consistent, on-brand, compliant, and easy for the sales force to deploy
Training & Coaching:
- Build and deliver sales training on risk-aware execution, and broader organizational training on business changes
- Design onboarding programs and progressive development curricula using sound adult-learning principles
- Partner with the MORE and organizational-training anchor to plan and deliver training across the organization
MORE Administration (PFI-facing):
- Oversee MORE engagements that ensure PFIs underwrite to client standards
- Coordinate PFI-facing engagements that support the production pipeline and reinforce underwriting-standard alignment
Team Leadership & Talent Development:
- Directly manage and develop a team
- Set priorities, allocate workloads, and maintain high standards across enablement deliverables
- Review and quality-control enablement content, curricula, and reporting prior to release
What You'll Bring:
- Bachelor s degree in Business, Marketing, Finance, Communications, or a related field. Advanced degree (MBA) or relevant certification is a plus.
- 7+ years of professional experience in sales enablement, sales operations, product marketing, training and learning & development, or commercial strategy preferably in financial services including 1 3 years of people leadership experience.
- Demonstrated experience building enablement…
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