Sales Enablement Manager

Acrisure•San Jose, CA

2d•Hybrid

About The Position

Acrisure is seeking a Director, Strategic Initiatives, North America Retail (NAR) to support the Head of Sales Enablement with the mission of empowering our Client Advisors and Growth Leadership with the systems, tools, processes, insights, and training & development to drive the best client experiences and outcomes, which in turn will drive strong organic revenue growth and operational efficiencies. This role will help formulate and execute exciting growth initiatives for the Growth team (i.e. Client Advisors) to continue the strong momentum in the business.

Requirements

Highly organized and detail-oriented with excellent project coordination skills.
Comfortable partnering cross-functionally to support multiple stakeholders and is 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.
Will consider 5+ years relevant experience in lieu of Bachelor’s degree.
Business, Finance, Accounting or related major preferred.
3-7 years of experience in investment banking (Associate+), consulting, corporate finance, tech startups, sales enablement, market or related functions.
2+ years demonstrated leadership experience through formally or informally leading people/projects.
2+ years demonstrated experience with financial statements, custom analytics and/or financial modeling.

Nice To Haves

Insurance, financial services and/or competitor market intelligence experience preferred but not required.

Responsibilities

Sales & Marketing Technology Strategy Design, manage, and optimize a cutting-edge Sales & Marketing Technology stack through cross-functional collaboration. Empower Client Advisors with best-in-class technology to accurately identify high-value new client opportunities, enhance competitive positioning, and foster superior long-term relationships.
Data & Growth Insights Platform Partner with Growth Analytics and Product teams to manage critical KPI Dashboards and develop custom analytics models. Translate data into actionable insights to proactively identify significant opportunities for market growth and operational improvement.
Competitor and Market Intelligence Lead the build-out and management of a robust Competitor Market Intelligence Program. Gather, synthesize, and disseminate real-time, actionable market research, trends, and competitor insights to the field organization, directly influencing competitive strategy and opportunity identification.
Cross-Sell and Retention Strategy (Bundling) Contribute to the strategic formulation and operational execution of integrated cross-sell and upsell initiatives. Establish and track success metrics to maximize client retention, increase Client Lifetime Value (CLV), and expand solution adoption across the client base.
Incentives and Performance Management Provide analytical and design support for Client Advisor incentive and performance management programs. Ensure program effectiveness in maximizing sales productivity and driving the achievement of core corporate revenue and growth objectives.
Performance Marketing Partnership Act as the primary analytical liaison for the Performance Marketing team. Deliver competitive research and data analysis to inform and optimize marketing campaign effectiveness and ROI.

Benefits

Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

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