Sales Enablement Analyst

Acrisure•Costa Mesa, CA

8d•Onsite

About The Position

Acrisure is seeking a Sales Enablement Analyst to support the Head of Sales Enablement in empowering Client Advisors and Growth Leadership with systems, tools, processes, insights, and training and development. The role supports initiatives aimed at improving client experiences and outcomes, organic revenue growth, and operational efficiency. It will help formulate and execute growth initiatives for the Growth team, including Client Advisors. The analyst supports sales and marketing technology strategy, data and growth insights, competitor and market intelligence, cross-sell and retention strategy, incentives and performance management, and performance marketing partnership. The role involves collaborating with Growth Analytics, Product, Sales Enablement, Finance, and other internal stakeholders. The position offers a base compensation range of $125,000–$175,000. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Requirements

Highly organized and detail-oriented, with excellent project coordination skills.
Comfortable partnering cross-functionally to support multiple stakeholders and able to solve problems creatively.
Strong understanding of financial statements.
Strong Excel and financial modeling skills.
Strong business acumen, work ethic, and grit.
Bachelor’s degree required, or 4+ years of relevant experience in lieu of a bachelor’s degree.
1–3 years of experience in investment banking (Associate+), consulting, corporate finance, tech startups, sales enablement, marketing, or related functions.
2+ years of demonstrated experience with financial statements, custom analytics, and/or financial modeling.

Nice To Haves

Exposure to sales data, dashboards, or performance reporting.
Business, Finance, Accounting, or related major preferred.
Insurance, financial services, and/or competitor market intelligence experience preferred but not required.

Responsibilities

Assist with ongoing support and optimization of sales and marketing tools and systems.
Help maintain data accuracy and basic reporting within enablement technology platforms.
Support documentation, testing, and rollout of new tools or system enhancements.
Partner with Growth Analytics and Product teams to manage critical KPI dashboards and develop custom analytics models.
Translate data into actionable insights to identify opportunities for market growth and operational improvement.
Build and manage a competitor market intelligence program; gather, synthesize, and disseminate actionable market research, trends, and competitor insights to the field organization.
Support analysis for cross-sell, upsell, and retention initiatives; track adoption, retention, and customer engagement metrics; and help prepare reporting for growth and retention discussions.
Assist with reporting and analysis for Client Advisor incentive and performance programs, track outcomes and trends, and coordinate reporting needs with Sales Enablement and Finance.
Support analytics for performance marketing initiatives, assist with campaign performance reporting and ROI analysis, and package findings for internal stakeholders.