CareerPlan

Sales Enablement Analyst

Full-time$125k2026-10-16 → 2026-11-10
On-site

Core

Support the Head of Sales Enablement by empowering Client Advisors and Growth Leadership with systems, tools, processes, insights, and training to drive client experiences, organic revenue growth, and operational efficiency.

Role type

Sales Enablement Analyst

Builds

Sales and marketing technology platforms, KPI dashboards, custom analytics models, and competitor market intelligence programs.

Domain

Financial services / Sales enablement

Deliverable

dashboards & analysis

Required skills

Financial statement analysis, financial modeling, Excel, data analytics, project coordination, cross-functional partnership, business acumen

Preferred skills

Sales data/dashboards experience, performance reporting, insurance/financial services background, competitor market intelligence

Technologies

Excel, enablement technology platforms, KPI dashboards

Responsibilities

Optimize sales and marketing tools and systems; maintain data accuracy and reporting; partner with analytics teams to manage dashboards and develop custom models; lead competitor market intelligence programs; support cross-sell/retention analysis and incentive reporting; analyze performance marketing campaign ROI.

Seniority

Mid-level, hands-on IC