Auto Loans Sales Enablement Manager

LendingTreeCharlotte, NC
3d

About The Position

Auto Sales Operations & Enablement Leader RESPONSIBILITIES • Administer, synchronize, and optimize the technology stack supporting auto lending workflows—including CRM, telephony systems, lead distribution tools, and lender/partner integrations. • Enhance sales productivity by simplifying processes, identifying operational friction, and evaluating tools that support auto loan consultations, refinance workflows, and protection product sales (e.g., GAP, VSC). • Own CRM administration (Salesforce or similar) including configuration, reporting, workflow optimization, and prioritization of auto-specific enhancements. • Create and maintain documentation on auto sales processes, partner/lender requirements, product guidelines, sales policies, and training materials (i.e., auto sales playbook). Support onboarding of new sales and operations team members. • Collaborate with sales leadership to develop incentive programs, KPIs, and reporting frameworks that improve conversion across auto loan, refinance, and F&I product sales. • Generate data-driven insights on lead quality, conversion trends, partner performance, and fulfillment outcomes to guide sales strategy and performance optimization. • Own end-to-end sales process visibility and conversion metrics for the auto sales funnel, including lead assignment, consultative outreach, documentation flow, and product attach rates. • Partner with sales staff to assist in quota achievement through better tooling, process clarity, automation opportunities, and operational support. • Work cross-functionally with marketing and sales teams to refine lead qualification criteria, evaluate campaign performance, and support dashboard/report development. • Focus on continuous improvement of auto lending sales processes and enablement, ensuring consistency, accuracy, compliance, and optimal partner alignment. • Contribute to enhancing ongoing/renewal processes, including follow-up consults, term adjustments, or additional product opportunities relevant to auto finance customers. • Support development and growth of the sales team, including hiring, training, and ongoing skill development with an emphasis on auto lending and protection products. • Ensure accurate and timely usage of the CRM system to support forecasting, pipeline reporting, partner program tracking, and audit-ready client activity logs.

Requirements

  • Demonstrated success in sales operations, business operations, revenue operations, or similar roles—ideally within auto finance, lending, refinance, or F&I product environments.
  • Ability to understand high-level auto lending and refinance sales strategies, translate them into system and process requirements, and ensure execution that supports measurable business impact.
  • Proven CRM/Salesforce experience, including configuring auto-specific workflows, building views and reports, optimizing sales processes, onboarding new hires, managing dashboards, and administering Sales/Service Cloud.
  • Track record of driving change and removing operational hurdles in high-growth environments; ability to work cross-functionally with Product, Compliance, Marketing, Finance, and Technology teams.
  • Strong quantitative and analytical skills, with the ability to extract insights from performance data, funnel analytics, partner metrics, and customer behavior.
  • Excellent communication skills, including the ability to present findings and recommendations to executive leadership and cross-functional stakeholders.
  • Strong organizational and project-management capabilities, with experience managing multiple initiatives in a fast-paced environment.
  • Bachelor’s degree required
  • 5+ years in sales operations, business operations, revenue operations, or business systems
  • Experience building or managing a sales ops or enablement team

Nice To Haves

  • Salesforce Administrator certification is a plus
  • Experience in auto lending, auto refinance, F&I product sales, or consumer lending is strongly preferred

Responsibilities

  • Administer, synchronize, and optimize the technology stack supporting auto lending workflows—including CRM, telephony systems, lead distribution tools, and lender/partner integrations.
  • Enhance sales productivity by simplifying processes, identifying operational friction, and evaluating tools that support auto loan consultations, refinance workflows, and protection product sales (e.g., GAP, VSC).
  • Own CRM administration (Salesforce or similar) including configuration, reporting, workflow optimization, and prioritization of auto-specific enhancements.
  • Create and maintain documentation on auto sales processes, partner/lender requirements, product guidelines, sales policies, and training materials (i.e., auto sales playbook). Support onboarding of new sales and operations team members.
  • Collaborate with sales leadership to develop incentive programs, KPIs, and reporting frameworks that improve conversion across auto loan, refinance, and F&I product sales.
  • Generate data-driven insights on lead quality, conversion trends, partner performance, and fulfillment outcomes to guide sales strategy and performance optimization.
  • Own end-to-end sales process visibility and conversion metrics for the auto sales funnel, including lead assignment, consultative outreach, documentation flow, and product attach rates.
  • Partner with sales staff to assist in quota achievement through better tooling, process clarity, automation opportunities, and operational support.
  • Work cross-functionally with marketing and sales teams to refine lead qualification criteria, evaluate campaign performance, and support dashboard/report development.
  • Focus on continuous improvement of auto lending sales processes and enablement, ensuring consistency, accuracy, compliance, and optimal partner alignment.
  • Contribute to enhancing ongoing/renewal processes, including follow-up consults, term adjustments, or additional product opportunities relevant to auto finance customers.
  • Support development and growth of the sales team, including hiring, training, and ongoing skill development with an emphasis on auto lending and protection products.
  • Ensure accurate and timely usage of the CRM system to support forecasting, pipeline reporting, partner program tracking, and audit-ready client activity logs.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service