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Caribou Financial, Inc. · 2 days ago

Manager, Sales and Operations Enablement

Phoenix, AZ

Full-time

Hybrid

Mid, Senior Level

$104K/yr - $130K/yr

5+ years exp

Caribou Financial, Inc. is focused on providing financial freedom through innovative technology that connects customers with community banks and credit unions. The Manager, Sales and Operations Enablement will be responsible for executing and strategizing training and performance programs that enhance the efficiency and effectiveness of the Sales and Operations teams.

AutomotiveFinancial ServicesFinTechInformation TechnologyLending

Responsibilities

Create and drive a comprehensive Sales & Ops Enablement Strategic Plan developed in collaboration with direct manager, key stakeholders, and vendors

Take ownership of building the new training roadmap, defining technology priorities, and allocating resources to ensure complete alignment with strategic goals

Drive the implementation and maintenance of the Enablement Metrics Dashboard to track key performance indicators (KPIs) such as training completion, time-to-productivity, performance correlation, and ramp time, providing regular reports to leadership

Drive the long-term planning for a centralized, scalable learning management system (LMS) infrastructure

Design, implement, and continuously optimize holistic Sales and Operations onboarding programs that reduce the time-to-first-funded-loan (a critical KPI for the organization) and accelerate overall contribution to funded loan volume

Lead initiatives to improve the performance of all staff across Sales & Operations in the sales funnel, developing and deploying training solutions (e.g., knowledge management and targeted coaching scenarios) that directly address sales conversion barriers

Create and implement targeted enablement content focused on consultative selling, rate positioning, and value communication – directly supporting the goal of increasing revenue per customer

Develop and deploy a comprehensive Manager Toolkit (e.g., 1-on-1 templates, coaching guides) to standardize and accelerate new hire ramp and ensure consistent, high-quality coaching across Sales & Operations

Partner closely with Product & Technology (P&T) and Sales & Operations to build, drive, and deliver training for new initiatives and tooling, such new workflows, ensuring smooth transition and high adoption rates

Oversee the content, organization, and distribution strategy for knowledge management, ensuring consistency and alignment across knowledge tools and all training materials for both Sales and Operations

Integrate customer experience principles and VOC (Voice of Customer) insights into all enablement content, developing CX-focused training content and coaching scenarios that drive positive customer behaviors and reviews

Qualification

Sales EnablementPerformance MetricsTraining DevelopmentInstructional DesignProject ManagementData AnalysisKnowledge ManagementCommunication Skills

Required

5+ years of progressive experience in Sales, Operations, or Contact Center leadership roles, driving high-performance teams and accountability to production metrics

2+ years of experience in Enablement (Sales, Operations, or broader L&D), with a track record of building successful, data-driven programs

1+ years of experience managing and mentoring direct reports is preferred

Demonstrated ability to use data (e.g., funnel conversion rates, margin metrics, time-to-productivity) to identify gaps, measure training effectiveness, and drive continuous improvement

Exceptional project management, instructional design, and communication skills, with the ability to present results to senior leadership

Benefits

Eligible for annual performance-based Incentive

Equity options

401(k) retirement plan

Generous paid time off including Flexible Time Off (FTO) for all employees and 100% paid parental leave for all parents

Exceptional benefits including highly subsidized medical, dental, and vision plans, and fully company-paid mental health, disability, and basic life insurance

Optional benefits to suit your individual circumstances such as HSAs (with Caribou HSA contributions), FSAs, supplemental life and health, legal, and pet insurance

Up to $1,000 per year for eligible professional development expenses

Employee referral program