Hagerty-posted 6 days ago
Full-time • Mid Level
Remote
1,001-5,000 employees

As Manager of Field Sales Enablement, you will be responsible for driving the development, optimization, and delivery of the tools, processes, and sales experiences that enable Hagerty’s B2B distribution partners and field sales teams to succeed. Acting in a product-owner capacity for field-facing workflows and sales initiatives, this role ensures that sales needs are translated into clear requirements, actionable plans, and well-executed solutions that support the organization’s growth strategies. This role leads cross functional projects, enhances the agent and field experience, oversees book roll activities, manages comparative rater integrations, and supports the continuous improvement of sales processes. The Manager of Sales Enablement works closely with leadership, technology teams, underwriting, operations, and field sales to prioritize enhancements, remove friction, and deliver solutions that improve efficiency and partner satisfaction. In addition, the role provides supporting data capabilities, including developing Salesforce dashboards, leveraging Tableau insights, and ensuring alignment between Salesforce and Tableau reporting. The position also partners on Salesforce Sales Cloud email campaigns by enabling audience pulls, campaign setup, content preparation, and reporting to support targeted outreach and engagement efforts. Ready to get in the driver’s seat? Join us!

  • Product & Process Ownership (Field-Facing Tools and Workflows) Act as product owner for field-facing workflows, ensuring enhancements align with business goals and agent needs.
  • Translate field insights and strategic priorities into clear requirements and user stories.
  • Partner with Technology, Operations, Product, and Underwriting to evolve systems, processes, and integrations that support the sales journey.
  • Identify friction in the sales process and lead continuous improvement initiatives to enhance efficiency and partner experience.
  • Oversee end-to-end book roll activities to ensure seamless partner transitions and operational readiness.
  • Manage third-party comparative rater integrations to support quoting accuracy and distribution effectiveness.
  • Data & Reporting Support (Supporting, Not Primary) Build and maintain Salesforce reports and dashboards that support sales leadership and field performance.
  • Use Tableau to interpret and visualize sales data, identifying trends or performance gaps as needed.
  • Ensure Salesforce and Tableau reporting remain aligned and consistent across datasets.
  • Work with enterprise data teams to help validate data quality and improve data flows supporting sales insights.
  • Salesforce Campaign Partnership (Sales Cloud) Partner with sales leadership to initiate targeted Salesforce email campaigns.
  • Pull, refine, and validate campaign audiences using Salesforce data.
  • Load and configure content, audience lists, and supporting assets within Salesforce campaigns.
  • Provide performance reporting and insights to help optimize outreach and drive agent engagement.
  • Proven of experience in sales enablement, sales operations, or sales technology.
  • Experience managing or owning Salesforce or similar CRM systems.
  • Strong project management and cross-functional leadership abilities.
  • Ability to interpret data and build dashboards.
  • Excellent communication and training skills.
  • Experience supporting field sales or B2B distribution.
  • Bachelor’s degree in business, marketing, technology, or related field.
  • Experience in insurance, automotive, financial services, or membership-based industries.
  • Familiarity with comparative raters, quoting platforms, or rating engine integrations.
  • Experience leading book rolls or account transitions.
  • Salesforce Administrator certification.
  • Instructional design or adult learning experience.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service