AVP, Sales Enablement

Travis Credit Union•Vacaville, CA

6d•Hybrid

About The Position

Travis Credit Union’s (TCU’s) AVP, Sales Enablement is accountable for developing and leading the execution of enterprise sales enablement strategy to drive consistent frontline performance, readiness, and business results. This role translates organizational priorities into scalable enablement programs, ensures cross-functional alignment, and leads a high-performing enablement team. The AVP, Sales Enablement serves as a strategic partner to senior leaders across Retail and Lending Sales, Digital, Marketing, Product, Payments, Operations, HR, and Technology, ensuring sellers are equipped with the knowledge, tools, content, communications, and readiness required to deliver an exceptional member experience. This includes development of metrics to support sales processes, as well as reporting and recognition of sales performance.

Requirements

Extensive knowledge of B2C and B2B sales strategies and processes in the financial services industry.
Expertise with deposit and loan product sales in a multi-unit environment through different channels.
Proficiency with CRM platforms, like Salesforce, including implementation of new features and modules.
Strong vendor management and negotiation skills.
Highly effective quantitative and qualitative analytical skills.
Strong conceptual, organizational, and problem-solving skills.
Proven project and change management skills, with the ability to lead small to complex projects and implement successfully.
Proven record of accomplishment in evaluating current processes, programs, and systems for continuous improvement and innovation opportunities.
Ability to juggle multiple goals and deadlines in the context of the big picture.
Capacity to take initiative to develop new strategies and outside-the-box ideas.
Excellent communication skills (oral and written, formal and informal).
Customer focused, goal driven, and achievement minded.
Demonstrated leadership to manage, direct, and achieve goals through others.
Effective people leadership, including providing support, motivation, and professional development to staff.
Bachelor’s degree in Business, Communications, Education, Technology or a related field or equivalent related professional experience.
Minimum of 8 years of progressive management-level experience leading high-performing, cohesive teams, including at least 5 years in Sales Enablement, CRM systems (preferably Salesforce), project and program management, and the implementation and measurement of new strategies, tools, and technologies; or 6 years of professional experience plus a Master’s degree; or equivalent work experience.

Responsibilities

Grows the ecosystem of processes, technology, tools, data, communications, and recognition that enables ethical achievement of sales goals in support of TCU’s mission.
Works collaboratively with Product Management, Payment Services, Marketing, Digital, Lending and Retail Sales Leadership to establish, review, and enhance the sales strategy for the credit union.
Develops, implements, and continuously improves the sales process for each business unit in collaboration with respective sales leadership. This includes creating plans, tools, playbooks, communication, training, and driving technology enhancements in partnership with IT to improve sales and service effectiveness.
Accountable for continuously improving and standardizing the overall new account opening, new loan origination, and new member onboarding experiences for the credit union.
Develops sales training strategy and enhances role-based development programs in collaboration with TCU’s Learning & Organizational Development team.
Oversees retail internal communications for front line teams to deliver clear, consistent, and action-oriented communications that keep team members informed, aligned, and engaged.
Delivers actionable sales enablement reporting, dashboards, and analytics for executives, sales leadership, and front-line teams to quickly identify current performance and opportunities for improvement and focus.
Partners closely with business unit leadership and the Total Rewards teams on sales incentives and compensation.
Executes sales recognition program that drives ethical behaviors and measureable results that align with TCU’s Mission, Vision, and Values.
Serves as the business owner for the CRM/Salesforce strategy and roadmap in partnership with the Enterprise Applications Team.
Partners closely with Marketing and Digital to develop a Lead Management framework and process.
Establishes and actively manages third-party relationships to deliver programs and projects as needed.
Defines approach for the full life cycle of sales-related projects from planning, initiation, sizing, resourcing, execution, monitoring, control, inspection, and completion that aligns with the credit union’s operational excellence standards.
Delivers executive level communication on sales enablement programs, performance, and strategy.
Develops and maintains internal and external networks to stay informed of trends, emerging technologies, and new techniques to enable sales team success.