Sales Enablement Specialist

Mercer Advisors

. Build, organize, and maintain a centralized content hub serving as the single source of truth for RVPs and program teams .

Posted 9/23/2026full-timeRemote • United StatesMid-LevelSenior💰 $93,500 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in sales enablement and revenue operations, with a strong focus on content management, project management, and effective communication strategies. Proven ability to support geographically distributed sales teams and drive tool adoption within the wealth management industry.

Highest-signal resume keywords

Sales EnablementContent ManagementProject ManagementSalesforceCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Content Library DesignPlaybook DevelopmentMetrics TrackingTraining CoordinationSales Methodology Frameworks

Soft Skills

CollaborationRelationship BuildingAdaptabilityProblem Solving

Tools & Technologies

Project Management PlatformsCRM Tools

Industry Keywords

Financial ServicesWealth ManagementSales Tool AdoptionGeographically Distributed Sales Organization

About the role

Key responsibilities & impact

Build, organize, and maintain a centralized content hub serving as the single source of truth for RVPs and program teams
Drive playbook adoption across the field by developing rollout strategies, tracking usage, and iterating based on feedback
Partner with program leads to develop and refine communication cadences that keep field teams informed, aligned, and engaged
Support launch readiness for new programs, initiatives, and tools by coordinating training, materials, and rollout timelines
Monitor technology and sales tool adoption, identify gaps, and build campaigns to improve usage
Contribute to sales tooling strategy by surfacing field feedback and documenting needs
Track enablement metrics and produce regular reports on content engagement, tool adoption, and program readiness
Work with the Client Development Operations team, program leaders, and RVPs to provide field teams with tools, content, and training
Simplify complex ideas into actionable guidance for a field sales organization

Requirements

What you’ll need

5-7 years of experience in sales enablement, revenue operations, or a closely related field, ideally within financial services or a distributed sales organization
Proven ability to design and manage content libraries, playbooks, and communications for a field sales team
Strong project management skills and ability to run multiple workstreams simultaneously and meet deadlines without constant oversight
Experience with project management and enablement platforms and CRM tools; Salesforce preferred
Excellent written and verbal communication skills
Comfort working in a fast-moving, high-growth environment where priorities shift and ambiguity is part of the job
Collaborative ability to build relationships and work effectively across teams without formal authority
Genuine interest in the wealth management industry and desire to grow within a market-leading firm
Experience supporting a geographically distributed sales organization (preferred)
Familiarity with adult learning principles and instructional design (preferred)
Exposure to sales methodology frameworks and conversion principles (preferred)
Availability Monday through Friday, 8AM to 5PM, with occasional early or late hours
Basic technology needs will be provided for a professional office or dedicated home office workspace

Benefits

Comp & perks

Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays including a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (8 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
Incentive compensation eligibility