DPL Financial Partners · 1 month ago
Director- Sales Operations/Enablement
DPL Financial Partners is seeking a strategic, data-driven, and operationally excellent leader to serve as the Director of Sales Operations & Enablement. This role will own the operational backbone of the Sales organization, including sales analytics, go-to-market planning, and sales enablement strategy.
Insurance
Responsibilities
Serve as the operational owner for all Sales processes, infrastructure, reporting, and cross-functional workflows
Lead development and execution of strategic growth initiatives, partnering with Sales Leadership to define KPIs, productivity models, and performance targets
Build, maintain, and evolve board-level reporting, dashboards, and executive analytics that clearly articulate growth drivers, funnel performance, and productivity trends
Develop and manage forecasting, territory design, capacity planning, lead routing, staffing models, and sales compensation analytics
Own sales process governance-documentation, best practices, quality controls, and continuous optimization
Ensure data quality, data integrity, and effective usage of CRM, BI, and enablement tools across the organization
Own the end-to-end sales enablement strategy including onboarding, ongoing training, content creation, and skill development
Develop and maintain playbooks, process guides, talk tracks, sales frameworks, product training, and performance certification programs
Partner with Product & Marketing to ensure reps are equipped with accurate, timely messaging and materials
Establish enablement KPIs and measure training effectiveness on rep performance and revenue outcomes
Serve as the executive owner of all sales technology platforms: Salesforce CRM, Salesloft (cadencing, automation, call workflows), LMS / training systems, BI tools (Tableau, PowerBI, Sigma, etc.), Data enrichment / productivity platforms
Drive the roadmap for technology investments, integrations, automation, and operational scale
Ensure ongoing system optimization including hierarchy management, reporting, workflows, automations, and cross-tool connectivity
Collaborate with internal Salesforce administrators and project managers to deliver enhancements, new capabilities, and improved user experience
Act as the subject matter expert for all Sales KPIs, performance metrics, funnel analytics, and behavior-based insights
Build and maintain sophisticated data models for productivity, pipeline health, territory potential, incentive design, and strategic planning
Translate complex data into clear, actionable insights that influence Sales strategy and executive decision-making
Identify new metrics, analytical frameworks, and performance levers to accelerate long-term, sustainable growth
Partner with Finance, Marketing, Product, and Operations to ensure alignment across the full commercial engine
Lead strategic projects that impact revenue growth, GTM alignment, and operational scale
Drive organizational clarity by aligning teams to common definitions, KPIs, workflows, and system usage
Present findings, insights, and recommendations to executives, board members, and leadership teams
Qualification
Required
Bachelor's degree in Business, Analytics, Finance, or related field
5–10+ years in Sales Operations, Revenue Operations, Sales Enablement, or Sales Analytics-preferably in financial services, fintech, or B2B enterprise sales
Demonstrated leadership experience, influencing cross-functional teams and senior stakeholders
Expert-level proficiency in Salesforce CRM
Expert-level proficiency in Salesloft or similar engagement platforms
Expert-level proficiency in Advanced Excel / Google Sheets
Expert-level proficiency in BI platforms (Tableau, PowerBI, Sigma, DOMO, or similar)
Proven track record of building scalable sales processes and improving productivity through analytics and automation
Excellent communication and executive presentation skills
Deep attention to detail, high accountability, and a strong bias toward action
Preferred
Experience in insurance, RIA, broker-dealer, wealth management, or financial product distribution
Prior ownership of sales enablement programs and training content design
Experience preparing board-ready reporting, dashboards, and insights
Background in revenue systems architecture or Salesforce process design
Prior leadership of Sales Ops / RevOps at a high-growth company
Company
DPL Financial Partners
DPL Financial Partners is an RIA insurance network that brings low-cost, commission-free insurance solutions.
Funding
Current Stage
Growth StageTotal Funding
$84MKey Investors
Eos Venture Partners
2024-12-03Series C· $23M
2022-08-31Private Equity· $20M
2021-01-13Private Equity· $26M
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