SEI · 1 day ago
Director, Sales Enablement
Oaks, PA
Full-time
Hybrid
Senior Level, Lead/Staff
8+ years expSEI is a technology and asset management company seeking a Director of Sales Enablement to drive sales effectiveness and revenue growth. This role involves designing, executing, and optimizing the enablement function while coordinating with various teams to ensure the sales organization is equipped with the right tools and insights to succeed.
ConsultingFinancial ServicesFunding PlatformInformation TechnologyVenture Capital
Responsibilities
Coordinate and align across Sales, Marketing, Business Intelligence/Reporting, Salesforce team, and other key stakeholders to ensure all requests of the Sales team are thoughtful, consistent, and data-driven
Align enablement initiatives with business goals, driving measurable outcomes and ensuring the sales team is empowered by technology, insights, and operational excellence
Act as the architect of scalable, repeatable systems and processes that elevate sales performance and foster collaboration across the organization
Coordinate between Sales and Marketing to execute priority campaigns, including messaging, targeting, and success reporting
Establish structured feedback loop to collect input, sentiment, and suggestions from sales representatives at all levels to inform continuous improvement of enablement programs, tools, and processes
Build and optimize a singular Sales Dashboard in Salesforce, ensuring accurate reporting, engagement, and actionable insights
Oversee the design, maintenance, and continuous improvement of additional Sales dashboards, ensuring data accuracy, relevance, and accessibility for all stakeholders, with a focus on leading indicators of success
Analyze and interpret sales performance metrics, using data to inform strategy and drive continuous improvement
Oversee and coordinate the lead generation process, ensuring alignment with sales objectives and seamless integration into the sales pipeline
Manage the relationship—internally and externally—with appointment setting team, providing clear direction, performance expectations, and regular feedback to maximize lead quality and conversion rates
Monitor and analyze lead generation metrics, reporting on outcomes and continuously optimizing processes to improve efficiency, effectiveness, and ROI
Manage the sales technology stack (prospecting/advisor intelligence platform, scheduling tool, video communication platforms, etc.), driving adoption and continuous improvement to maximize efficiency and effectiveness
Advocate for and implement Salesforce improvements, including Outlook integration, streamlining navigation to reduce manual data entry, and more, as appropriate
Promote the Advisor Sales Community Salesforce group as the primary communication channel for internal stakeholders, fostering collaboration, knowledge sharing, and team engagement
Qualification
Required
A minimum of 8 years of experience in sales enablement, sales operations, business intelligence/reporting, or related roles, with direct experience in asset/wealth management industry a plus
Bachelor's degree in Business, Marketing or in a related field, or equivalent experience
Proven track record in project management, cross-functional leadership, and sales technology optimization
Deep understanding of Salesforce and other sales enablement platforms
Strong analytical, communication, and stakeholder management skills
Ability to thrive in a fast-paced, dynamic environment and lead through influence
Preferred
Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun
Benefits
Comprehensive care for your physical and mental well-being
A strong retirement plan
Tuition reimbursement
A hybrid working environment for most roles
Support for working parents
Flexible Paid Time Off (PTO)
Healthcare (medical, dental, vision, prescription, wellness, EAP, FSA)
Life and disability insurance (premiums paid for base coverage)
401(k) match
Education assistance
Commuter benefits
Up to 11 paid holidays/year
21 days PTO/year pro-rated for new hires which increases over time
Paid parental leave
Back-up childcare arrangements
Paid volunteer days
A discounted stock purchase plan
Investment options
Access to thriving employee networks
Company
SEI
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry.
1001-5000 employees
H1B Sponsorship
SEI has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (78)
2024 (28)
2023 (45)
2022 (70)
2021 (22)
2020 (39)
Funding
Current Stage
Public CompanyTotal Funding
unknown1981-04-03IPO
Leadership Team
Alfred West, Jr.
Founder & Chief Executive Officer
Ryan Hicke
Chief Executive Officer
Recent News
2025-12-04
2025-10-25
Company data provided by crunchbase