Sales Enablement Specialist

Overview

Allworth Financial is seeking a Sales Enablement Specialist to partner closely with sales teams to develop and optimize sales collateral that helps win business. This role will work cross-functionally with sales, marketing, graphic designers, and content writers to ensure the creation of compelling, high-impact materials. The ideal candidate will have a strong background in sales enablement, content development, and project management.

Responsibilities

• Collaborate with sales teams to identify content and collateral needs that support the sales process and drive conversions.
• Develop and manage the creation of sales enablement materials, including presentations, case studies, pitch decks, one-pagers, whitepapers, and other assets.
• Work closely with designers and writers to ensure collateral aligns with Allworth Financial's brand voice, messaging, and overall marketing strategy.
• Research industry trends and client pain points to tailor content for various buyer personas and sales stages.
• Maintain and optimize a library of sales enablement resources, ensuring materials remain up to date, relevant, and effective.
• Partner with sales leadership to gather feedback and refine enablement content based on performance and impact.
• Utilize Monday.com to track content development and ensure timely delivery.
• Assist in the development of training materials and internal sales playbooks to improve sales effectiveness.

Skills & Competencies

• Strong understanding of sales processes and how marketing content supports sales efforts.
• Exceptional project management and organizational skills, with the ability to manage multiple initiatives simultaneously.
• Strong communication skills, both written and verbal, with an ability to distill complex concepts into compelling sales content.
• Experience collaborating with creative teams, including designers and writers, to develop engaging materials.
• Ability to proactively identify gaps in sales content and recommend solutions.
• Familiarity with CRM and sales enablement platforms is a plus.

Qualifications

• 5-7 years of experience in sales enablement, content development, or marketing roles with a focus on supporting sales teams.
• Bachelor’s degree in marketing, business, communications, or a related field.
• Experience in financial services or wealth management is a plus but not required.
• Portfolio of past sales enablement materials is highly desirable.

The above statements describe the general nature and level of work being performed in this role. This job description is not an exhaustive list of all responsibilities, duties, skills, or qualifications required for this position.