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AssetMark · 19 hours ago

Sales Enablement Manager

Charlotte, NC

Full-time

Hybrid

Mid, Senior Level

$105K/yr - $120K/yr

5+ years exp

AssetMark is a company focused on helping financial advisors enhance their client services. The Sales Enablement Manager will equip sales teams with the necessary tools, processes, and training to improve sales effectiveness and drive growth.

AdviceConsultingFinancial Services

No H1B

Responsibilities

Partner with multiple sales teams (AssetMark, Adhesion, Bank Trust, Retirement, Strategic Accounts, etc.) to continuously refine and standardize sales processes

Assess gaps, bottlenecks, and inconsistencies in the sales workflow and recommend improvements

Implement best practices across discovery, qualification, demo execution, value positioning, forecasting, and close stages

Collaborate with Sales Ops to ensure CRM workflows and reporting support the sales process

Develop and maintain a suite of value engineering tools (ROI calculators, business case templates, benchmarking materials, competitive insights)

Translate product capabilities into clear economic and business value for advisors

Build playbooks, frameworks, and sales assets that improve messaging consistency and customer outcomes

Leverage AI to improve sales efficiency and effectiveness

Support the design and delivery of ongoing sales training, including onboarding, upskilling, methodology reinforcement, and product updates

Partner with Sales Leadership to diagnose performance gaps and create tailored development plans

Leverage modern L&D tools (AI simulations, microlearning, role-play technology, LMS platforms) to enhance learning effectiveness

Serve as the connective tissue between Sales and other groups in the commercial ecosystem:

Align messaging, personas, and content utilization

Communicate field insights, support launches, and translate technical capabilities into advisor-ready messaging

Support seamless post-sale handoffs and customer experience improvements

Partner on strategy, execution, and team-level initiatives

Facilitate regular feedback loops so each team is informed, aligned, and working toward shared goals

Monitor sales performance metrics to identify enablement opportunities

Track the adoption and impact of processes, training, and tools—informing what to improve next

Ensure enablement initiatives align with revenue targets and AssetMark’s growth strategy. Other duties as assigned

Qualification

Sales EnablementSales OperationsB2B Sales MethodologiesAnalytical SkillsProject ManagementCustomer-Centric MindsetStrategic ThinkingCollaborationCommunication SkillsProblem-Solving