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Carson Group · 2 days ago

Sr. Specialist, Business Operations & Enablement

Omaha, NE

Full-time

Onsite

Mid, Senior Level

$60K/yr - $80K/yr

Carson Group is a company that focuses on providing trusted financial advice and services to advisors and investors. The role of Sr. Specialist, Business Operations & Enablement involves driving operational efficiency and supporting business growth through streamlined workflows, sales enablement initiatives, and compliance management.

AdviceEducationFinancial ServicesMarketing

Responsibilities

Develop, maintain, and optimize Standard Operating Procedures (SOPs), workflows, and process documentation that support Business Development and M&A operations

Ensure data integrity within CRM systems through quality-control reviews and compliance validation

Partner with leadership to standardize operational practices, implement workflow improvements, and introduce efficiencies that can be used across all territories

Monitor adoption metrics and ensure process consistency

Identify and implement workflow improvements that streamline pipeline management and sales execution

Coordinate process rollouts and enablement programs that strengthen team effectiveness

Support onboarding by serving as a resource for systems, procedures, and workflows

Maintain version control across documentation, templates, and Docusign forms to ensure operational accuracy and alignment

Serve as the escalation point for operational and tactical issues, owning resolution from identification through completion

Validate outcomes of campaign and marketing efforts, ensuring successful execution and continuous improvement

Create SOP’s and training procedures addressing tactical topics such as CRM utilization, campaign execution, and process adoption

Distribute and maintain repository for campaign materials including call and email scripts, program toolkits, and post-event debrief notes to drive consistency and impact

Oversee the full compliance and agreement lifecycle, including preparation, routing, and tracking of advisor documentation such as background checks, pre-registration forms, and agreements

Collaborate with Legal and Compliance to ensure timely, accurate, and compliant execution of documentation

Maintain version control, monitor status within Salesforce, and validate qualified meetings, agreements, and forgivable notes for reporting and audit purposes

Plan and execute logistics for business development meetings, events, and Home Office Visits

Coordinate travel, agendas, technology setup, and related reimbursements to ensure seamless experiences

Manage supplies, branded materials, and welcome gifts, and support special mailings or event preparation needs to enhance team outreach efforts

Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives