Sales Enablement Associate

Potomac•Bethesda, MD

10h

About The Position

The Sales Enablement Associate owns the systems, workflows, and quality controls that power Potomac’s sales execution and advisor engagement. This role is responsible for ensuring data integrity, revenue operations accuracy, advisor experience consistency, and high-quality outbound execution across multiple platforms and regions. This is a hands-on, high-accountability role focused on precision, ownership, and continuous improvement; this not a passive support role. Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. If you’re looking for a slow pace and low volume, this isn’t for you. If you want to drive, build, and scale, this is your shot.

Requirements

Bachelor’s degree required; relevant experience may be considered in lieu of degree
5-10 years of experience in Sales Operations, Revenue Operations, or a closely related role
Deep hands-on experience with HubSpot
Experience managing data integrity, commissions, sales reporting, and CRM workflows
Strong attention to detail with the ability to operate independently and own outcomes

Nice To Haves

FINTRX experience strongly preferred
Financial services, asset management, or advisor-focused experience preferred

Responsibilities

Own the Sales Operations and Advisor Experience.
Maintain data integrity across HubSpot, including data cleaning, imports, normalization, and reporting
Build and manage reliable, leadership-ready sales and advisor reporting
Execute and reconcile commissions and flow-related processing with accuracy and timeliness
Develop expense management workflows for sales, including per-salesperson budget tracking and deal/event expense attribution
Manage transactional email programs across regions, including integrations, execution, and compliance coordination
Own end-to-end snail mail campaigns, including vendors, integrations, targeting, and execution
Design, execute, and continuously improve the advisor experience, including new customer onboarding, milestones, swag, and lifecycle touchpoints
Implement and maintain quality control processes across all advisor outreach to ensure accuracy, consistency, and brand alignment
Identify process gaps and proactively drive operational improvements across sales and advisor workflows