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Cetera Financial Group · 2 weeks ago

Senior Go-to-Market & Optimization Manager

Dallas, TX

Full-time

Hybrid

Senior Level

$131K/yr - $171K/yr

7+ years exp

Cetera Financial Group is establishing a new centralized Sales Enablement function, and they are seeking a Senior Go-to-Market & Optimization Manager to shape the strategy and processes that drive revenue growth. The role involves collaboration with various teams to implement enablement initiatives and enhance sales productivity.

AdviceFinancial ServicesRetailRetirementWealth Management

Hiring Manager

Hailey Bernier

Responsibilities

Partner with the Head of Sales Enablement and team to develop and execute the Sales Enablement strategy and roadmap, while ensuring alignment with company objectives

Use analytics and reporting to identify insights, form action plans, and measure enablement impact

Work with Technology partners to optimize the enablement technology stack (Salesforce, sales engagement tools, etc.) and ensure adoption

Create and maintain sales/GTM playbooks, competitive intelligence, and messaging frameworks in partnership with Marketing and Product teams

Lead large cross-functional initiatives that drive change and improve sales productivity

Support Go-to-Market planning and execution in collaboration with Sales, Marketing, and Product teams

Design and deliver knowledge management and communications programs for Sales and GTM teams (aka “Specialty Sales & Solutions” teams) that allow them to access the information they need when they need it most

Oversee content management systems and ensure effective communication of enablement resources

Foster a culture of learning, adaptability, and continuous improvement across the sales organization. Stay highly connected to all Channels, Communities, and Specialty Sales & Solutions teams

Qualification

Sales EnablementData AnalyticsProject ManagementSalesforceKnowledge ManagementAI IntegrationCuriosityChange AgentCollaborationCommunication SkillsLeadershipRelationship Building

Required

Curiosity more than anything else

Value diversity in any sense of the word

Comfortable with ambiguity; talent in bringing 'method to madness'

Demonstrated success in building, scaling, and/or implementing new things to enable sales

Authentic leadership

Change agent

Proven ability to manage large, complex, cross-functional projects

Enjoy collaboration and learning

Excellent writing and communication skills

Ability to describe your unique value and ideas for helping this new team's mission

Persuasive communication skills and the ability to influence senior stakeholders across reporting lines

Some portion or combination of the following:

Proficiency with Salesforce and experience with other leading enablement tools

Experience or familiarity with enhancing sales experience with AI, analytics, and/or other digital tools

Advanced analytical skills with experience using data to drive insights and decision-making; ability to use Tableau, ThoughtSpot, advanced Excel, and/or other data programs a major plus

Experience building or managing knowledge management programs to ensure customer-facing people can access the right information at the right time

Talented storyteller and executive-level PowerPoint presentation skills

Bachelor's Degree and advanced degrees appreciated

7+ years of progressively successful experience in Sales Enablement, Sales Operations, or applicable roles

Preferred

FINRA Series 7, 66 (or 63 & 65) and /or 24 FINRA Licenses desired

Financial services experience strongly preferred, particularly at premier customer-centric firms

Strong program delivery or program/product management experience

Relationship-building

Benefits

Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.

Easy access to mental health benefits to meet our team members and their families where they are.

20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.

401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.

Paid parental leave to support all team members with birth, adoption, and foster.

Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.

Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.