Sales Enablement Analyst

Acrisure, LLC•San Jose, CA

2d•$125,000 - $175,000•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 the systems, tools, processes, insights, training, and development needed to drive strong client experiences and outcomes, organic revenue growth, and operational efficiency. The role will help formulate and execute growth initiatives for the Growth team, including Client Advisors. The analyst will support and optimize sales and marketing technology, maintain data accuracy and reporting, and document, test, and roll out tools and system enhancements. In partnership with Growth Analytics and Product teams, the role will help manage KPI dashboards and develop custom analytics models, turning data into actionable market-growth and operational-improvement insights. The position will also lead a competitor market intelligence program and share timely market research, trends, and competitor insights with the field organization. Additional work includes supporting cross-sell, upsell, and retention analysis; tracking adoption, retention, and engagement metrics; reporting on Client Advisor incentive and performance programs; and analyzing performance marketing campaigns and ROI. The role requires cross-functional collaboration and strong analytical, financial modeling, project coordination, and communication capabilities. 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 with multiple stakeholders and acting as a creative problem solver.
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

Business, Finance, Accounting, or a related major preferred.
Exposure to sales data, dashboards, or performance reporting 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.
Maintain data accuracy and basic reporting within enablement technology platforms.
Support documentation, testing, and rollout of new tools and 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.
Lead the build-out and management of a competitor market intelligence program.
Gather, synthesize, and disseminate actionable market research, trends, and competitor insights to the field organization.
Support analysis of cross-sell, upsell, and retention initiatives; track adoption, retention, and customer engagement metrics; and prepare reporting for growth and retention conversations.
Assist with reporting and analysis for Client Advisor incentive and performance programs, track program outcomes and trends, and coordinate reporting needs with Sales Enablement and Finance.
Support analytics related to performance marketing initiatives, including campaign performance reporting and ROI analysis, and package findings for internal stakeholders.