Sales Enablement Analyst

Acrisure

. Support the Head of Sales Enablement in empowering Client Advisors and Growth Leadership with systems, tools, processes, insights, and training and development .

Posted 10/16/2026full-timeCosta Mesa • California • United StatesJunior💰 $125,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical capabilities with expertise in financial modeling, data analysis, and market intelligence. Proficient in project coordination and cross-functional collaboration to drive growth initiatives and optimize sales enablement tools.

Highest-signal resume keywords

Financial ModelingData AnalysisSales EnablementMarket IntelligenceProject Coordination

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

ExcelFinancial StatementsCustom AnalyticsPerformance ReportingKPI DashboardsData AccuracyMarket ResearchSales DataReportingRetention Metrics

Soft Skills

Highly OrganizedDetail-OrientedCreative Problem SolverStrong Work EthicCross-Functional Collaboration

Tools & Technologies

Enablement Technology PlatformsAnalytics ToolsPerformance Marketing Tools

Industry Keywords

Investment BankingCorporate FinanceConsultingFinancial ServicesTech Startups

About the role

Key responsibilities & impact

Support the Head of Sales Enablement in empowering Client Advisors and Growth Leadership with systems, tools, processes, insights, and training and development
Support the formulation and execution of growth initiatives for the Growth team
Support and optimize sales and marketing tools and systems
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 KPI dashboards and develop custom analytics models
Translate data into actionable insights to identify market growth and operational improvement opportunities
Build out and manage a Competitor Market Intelligence Program
Gather, synthesize, and disseminate 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
Prepare reporting for growth and retention conversations
Assist with reporting and analysis for Client Advisor incentive and performance programs
Track program outcomes and performance trends
Coordinate with Sales Enablement and Finance teams on reporting needs
Support analytics for performance marketing initiatives, including campaign performance reporting and ROI analysis
Package insights and findings for internal stakeholders

Requirements

What you’ll need

Highly organized and detail-oriented with excellent project coordination skills
Comfortable partnering cross-functionally to support multiple stakeholders
Creative problem solver
Strong understanding of financial statements
Strong Excel and financial modeling skills
Strong business acumen, work ethic, and grit
Exposure to sales data, dashboards, or performance reporting preferred
Bachelor’s degree required, or 4+ years of relevant experience in lieu of a Bachelor’s degree
Business, Finance, Accounting or related major preferred
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
Insurance, financial services and/or competitor market intelligence experience preferred but not required
Comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership

Benefits

Comp & perks

Comprehensive medical insurance, dental insurance, and vision insurance
Life and disability insurance
Fertility benefits
Wellness resources
Paid sick time
Generous paid time off and holidays
Employee Assistance Program (EAP)
Complimentary Calm app subscription
Immediate vesting in a 401(k) plan
Health Savings Account (HSA) and Flexible Spending Account (FSA) options
Commuter benefits
Employee discount programs
Paid maternity leave and paid paternity leave, including for adoptive parents
Legal plan options
Pet insurance coverage