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Hagerty · 2 days ago

Manager of Field Sales Enablement

United States

Full-time

Remote

Mid, Senior Level

Hagerty is an automotive enthusiast brand and the world’s largest membership organization. The Manager of Field Sales Enablement will be responsible for driving the development, optimization, and delivery of tools and processes that enable B2B distribution partners and field sales teams to succeed, while also leading cross-functional projects to enhance the sales experience.

Auto InsuranceInsuranceInsurTech

Responsibilities

Act as product owner for field-facing workflows, ensuring enhancements align with business goals and agent needs

Translate field insights and strategic priorities into clear requirements and user stories

Partner with Technology, Operations, Product, and Underwriting to evolve systems, processes, and integrations that support the sales journey

Identify friction in the sales process and lead continuous improvement initiatives to enhance efficiency and partner experience

Oversee end-to-end book roll activities to ensure seamless partner transitions and operational readiness

Manage third-party comparative rater integrations to support quoting accuracy and distribution effectiveness

Build and maintain Salesforce reports and dashboards that support sales leadership and field performance

Use Tableau to interpret and visualize sales data, identifying trends or performance gaps as needed

Ensure Salesforce and Tableau reporting remain aligned and consistent across datasets

Work with enterprise data teams to help validate data quality and improve data flows supporting sales insights

Partner with sales leadership to initiate targeted Salesforce email campaigns

Pull, refine, and validate campaign audiences using Salesforce data

Load and configure content, audience lists, and supporting assets within Salesforce campaigns

Provide performance reporting and insights to help optimize outreach and drive agent engagement

Qualification

SalesforceSales enablementProject managementTableauData interpretationTraining skillsB2B distribution experienceInstructional designInsurance industry experienceComparative raters familiaritySalesforce Administrator certificationCommunication skillsCross-functional leadership