Sales Territory and Platform Specialist

About Corebridge Financial

At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.

We Align To a Set Of Values That Are The Core Pillars That Define Our Culture And Help Bring Our Brand Purpose To Life.

• We are stronger as one:
  We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
• We deliver on commitments:
  We are accountable, empower each other and go above and beyond for our stakeholders.
• We learn, improve and innovate:
  We get better each day by challenging the status quo and equipping ourselves for the future.
• We are inclusive:
  We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

The Sales Territory and Platforms Specialist will collaborate with sales teams to manage both territory processes and optimization of our sales platforms. This role will be instrumental in ensuring data integrity across CRM systems for territory boundaries, hierarchies, and assignments within Financial Distributors. The ideal candidate is detail-oriented, collaborative, and capable of translating business needs into operational and technical solutions. The ideal candidate is passionate about learning, creative in problem‑solving and eager to help.

As a key player on a small team, the candidate has the opportunity to make significant impact and add value to the business.

• Serve as liaison between Sales teams and system administrators to improve user experience. Plan, allocate and track resources needed for projects.
• Collaborate with key stakeholders to understand business requirements and ensure system tools and applications meet the needs of the business and deliver value.
• Monitor, evaluate, and analyze performance and outcomes of target initiatives. Identify areas of improvement or innovation.
• Problem‑solve, trouble‑shoot and respond to ad hoc issues and concerns from sales team.
• Participate in system testing, UAT, and documentation efforts during platform enhancements and rollouts.
• Strategize, implement, and execute digital applications across Financial Distributors.
• Establish and develop best practices for digital tools across the business unit.
• Plan, allocate and track resources needed for projects.
• Facilitate training, learning and knowledge sharing opportunities with stakeholders and team members.
• Stay ahead of digital trends to ensure platforms tools remain impactful.
• Proficient in using native Salesforce tools to create intuitive dashboards and actionable insights, while driving user adoption through Salesforce reporting tools, streamlined workflows, and platform functionality that align with sales needs.

• Collaborate with sales management to develop rules, monitor status, and implement resolutions to the current issues within the wholesaling ecosystem as they relate to territory assignments, realignments, and exceptions.
• Ensure accurate territory management within sales platforms such as Salesforce and other internal applications.
• Enhance and drive use of mapping tools such as Salesforce maps and Maptitude to help develop insightful heat maps to optimize wholesaling workflows.
• Manage and refine large data sets to ensure clean, actionable data within sales platforms like Salesforce.
• Identify and resolve duplicates, inconsistencies, gaps by leveraging Excel, and cross‑referencing public resources to drive data integrity for sales teams.

• Experience collaborating cross‑functionally, including with IT and marketing, to engage, influence, and inspire partners and stakeholders to drive collaboration and alignment.
• 3-5 plus years of experience working with financial services sales teams to deploy and adopt technology solutions.
• Experience with Salesforce, territory management tools, mapping software is desired.
• Prior experience with Cognos, Qlikview, SQL is a plus.
• Ability to prioritize, multi‑task, work independently, maintain work quality and achieve goals in a…