Sales Enablement Specialist

Yodlee•Raleigh, NC

About The Position

This is an individual contributor role within the Consulting & Delivery organization, responsible for creating Statements of Work (SOWs), proposals, and supporting the overall pre-sales response cycle. The role will contribute to an ongoing Sales Enablement cadence that helps align Sales and Consulting & Delivery on product offerings, competitive positioning, and customer-facing messaging. A key differentiator for this role is hands-on AI enablement: applying practical AI techniques to streamline content development, reduce turnaround time, improve consistency, and enable C&D teams with repeatable AI-assisted workflows (templates, prompt libraries, QA checks, and content reuse).

Requirements

4–8 years of experience in Sales Enablement, Pre‑Sales, Proposal Management, or Consulting within a B2B SaaS environment
Demonstrated experience authoring Statements of Work (SOWs), proposals, and RFP responses
Familiarity with security questionnaires, vendor risk assessments, and compliance‑driven review processes
Proven ability to partner cross‑functionally with Sales, Product, Legal, Finance, and Delivery teams
Exceptional written communication skills with the ability to craft clear, compelling, customer‑facing narratives
Strong attention to detail and the ability to manage multiple deadlines in a fast‑paced environment
Structured, analytical thinking with the ability to translate complex requirements into concise, actionable outputs
Experience building and maintaining reusable content libraries, templates, and standardized language
Hands‑on experience using AI tools (e.g., ChatGPT, enterprise copilots, knowledge assistants) in a professional setting
Ability to design and apply prompts, workflows, and lightweight automations to improve efficiency, quality, and consistency

Nice To Haves

Experience working with financial institutions or fintech platforms

Responsibilities

Create and deliver Statements of Work (SOWs), proposals, and commercial documentation to support new business and expansions
Partner cross‑functionally with Sales, Product, Legal, Finance, Delivery, and InfoSec to gather inputs and drive timely approvals
Maintain and improve reusable templates and standard language to increase speed and consistency
Support intake, drafting, coordination, and submission of RFPs and related due diligence materials
Coordinate subject matter experts to ensure accurate, complete, and compliant responses
Ensure requests follow established submission and tracking processes
Own and update core sales enablement assets, including product capability guides, competitive intelligence, and sales talk tracks
Ensure alignment with product roadmap, market positioning, and go‑to‑market strategy
Refine messaging based on sales feedback and win/loss insights
Apply practical AI tools to improve the speed, quality, and consistency of proposals, SOWs, RFPs, and client‑facing deliverables
Design and implement AI‑assisted workflows that reduce cycle time and eliminate repetitive work
Evaluate new AI use cases as business needs evolve