Director, Sales Enablement

SEI•Upper Providence Township, PA

2d•Onsite

About The Position

SEI’s Wealth business is seeking a Director of Sales Enablement to drive sales effectiveness and revenue growth. This strategic thinker will be responsible for designing, executing, and optimizing the enablement function and will act as a bridge between Sales, Marketing, Business Intelligence/Reporting, and Salesforce functions, ensuring the sales organization is equipped with the right tools, insights, and processes to succeed and grow. The Director will lead cross-functional initiatives, manage sales technology, foster a culture of continuous improvement and collaboration, and ensure consistency in tools and processes to support scalable revenue growth. The ideal candidate will partner with Sales leadership to identify gaps, implement enablement programs, and empower the team to achieve performance goals. This role is SEI Headquarters based in Oaks, Pennsylvania. What you will do: Cross-functional Alignment 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. Sales Dashboard and Reporting Ownership 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. Lead Generation Process and Team Management 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. Sales Technology Optimization 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.

Requirements

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.

Nice To Haves

Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. https://www.seic.com

Responsibilities

Cross-functional Alignment 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.
Sales Dashboard and Reporting Ownership 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.
Lead Generation Process and Team Management 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.
Sales Technology Optimization 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.

Benefits

To help you stay energized, engaged and inspired, we offer a wide range of benefits including 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 and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about.
Benefits include 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 and more.

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