Sales Enablement Specialist

*This position is located in our Westlake, OH office and will have a hybrid schedule after training.


JOB OVERVIEW:
The Sales Enablement Specialist plays a key role in supporting the sales team’s productivity and readiness by assisting with day-to-day enablement operations, organizing resources and maintaining tools and content. This role ensures that sales reps have the processes, materials, and support needed to drive revenue effectively and consistently.



RESPONSIBILITIES & DUTIES:

• Coordinate the creation, organization, and distribution of sales enablement content (playbooks, guides, pitch decks, battlecards, case studies).
• Collaborate with cross-functional teams to improve sales process efficiency and CRM usage.
• Assist with monitoring sales tool adoption and usage while troubleshooting, as needed.
• Create, maintain, and update Salesforce dashboards and reports for sales performance tracking.
• Support onboarding and ongoing training of sales reps in effective use of Salesforce tools and features.
• Analyze Salesforce activity data to identify enablement gaps and recommend improvements.
• Partner with Marketing to track lead conversion rates and campaign effectiveness.
• Identify and resolve data discrepancies in sales pipelines and lead routing.
• Provide insights and recommendations to improve pipeline health, win rates, and sales velocity.
• Monitor and enforce data quality standards and compliance across the sales team.
• Assist in territory planning, quota setting, and incentive compensation tracking.
• Participates on cross-divisional teams working on company-wide initiatives.
• Gathers information, such as industry trends, and stays current on competition
• Performs other duties as assigned.

QUALIFICATIONS:

• Bachelor’s degree in Business, Marketing, Communications, or a related field.
• Proficiency in Salesforce: reporting, dashboards, data analysis, and user support.
• Direct to consumer, business-to-consumer and business-to-business experience preferred.
• 1-3 years of experience in sales operations, sales strategy or related field.
• Experience with sales enablement platforms and/or learning management systems is a plus.
• Familiarity with pipeline management and sales forecasting processes.
• Excellent written and verbal communication skills with the ability to influence key stakeholders.
• Advanced Excel skills (VLOOKUPs, pivot tables, formulas).

PROFESSIONAL CERTIFICATIONS:

• None required

TECHNICAL SKILLS:

To be successful in this role, you should have experience with and an understanding of the following:

• Expert level proficiency in Microsoft Office.
• Experience in Salesforce is required.

CULTURAL COMPETENCIES:

In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:

• Decision Quality.
• Attention to Detail.
• Communicates Effectively.
• Instills Trust.

PHYSICAL DEMANDS/WORK ENVIRONMENT:

This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.