Sales Enablement Operations Manager
United StatesFull-TimeManagerCustomer Acquisition
Skills
Who we are
- Shape a brighter financial future with us.
- Together with our members, we’re changing the way people think about and interact with personal finance.
The role
- The Sales Enablement Operations Manager supports the Home Loans organization by owning the operational execution of sales enablement programs that drive loan production, improve sales efficiency, and strengthen relationships with real estate partners. This role exists to ensure loan officers have timely access to compliant tools, resources, events, and marketing support needed to grow referral volume and execute effectively in local markets.
- The role partners closely with Sales Enablement, Marketing, and Sales Leadership to operationalize enablement strategies, manage sales-related events and brand activations, support social selling and marketing initiatives, and assist with onboarding and administrative enablement activities.
Event & Brand Activation Operations
- Own execution of local market events and tradeshows that support brand awareness and real estate partner engagement
- Manage end-to-end event logistics, including booth coordination, vendor management, signage, food and beverage, and on-site execution
- Identify and execute creative in-market brand activation opportunities aligned to existing events and partnerships
- Support client appreciation events and local sponsorship activations
- Document networking interactions and coordinate post-event follow-up activities, including debriefs and lead engagement support
- Own execution of local market events and tradeshows that support brand awareness and real estate partner engagement
- Manage end-to-end event logistics, including booth coordination, vendor management, signage, food and beverage, and on-site execution
- Identify and execute creative in-market brand activation opportunities aligned to existing events and partnerships
- Support client appreciation events and local sponsorship activations
- Document networking interactions and coordinate post-event follow-up activities, including debriefs and lead engagement support
Social Selling & Digital Enablement
- Curate and distribute approved social media content for loan officers across platforms such as LinkedIn, Facebook, and Instagram
- Serve as an initial point of contact for loan officers needing guidance on social selling tools, best practices, and content usage
- Monitor industry and social media trends within real estate and mortgage markets and prepare summaries for internal stakeholders
- Curate and distribute approved social media content for loan officers across platforms such as LinkedIn, Facebook, and Instagram
- Serve as an initial point of contact for loan officers needing guidance on social selling tools, best practices, and content usage
- Monitor industry and social media trends within real estate and mortgage markets and prepare summaries for internal stakeholders
Marketing & Sales Support
- Partner with loan officers on market-specific collateral requests to support events, real estate partners, seminars, sponsorships, and local initiatives
- Coordinate execution of sales contests and incentive programs in alignment with Home Loans strategy teams
- Facilitate updates to loan officer web pages and Home Loans landing pages by coordinating with corporate marketing and following established governance processes
- Assist with tracking and reporting on marketing and enablement performance metrics
- Partner with loan officers on market-specific collateral requests to support events, real estate partners, seminars, sponsorships, and local initiatives
- Coordinate execution of sales contests and incentive programs in alignment with Home Loans strategy teams
- Facilitate updates to loan officer web pages and Home Loans landing pages by coordinating with corporate marketing and following established governance processes
- Assist with tracking and reporting on marketing and enablement performance metrics
Onboarding & Administrative Enablement
- Support onboarding of new loan officers by partnering with training teams to ensure access to tools, resources, and enablement materials
- Develop and maintain relationships with real estate brokerages and associations to support recruiting and market expansion efforts
- Collaborate with sales leadership to understand recruitment needs and support targeted recruiting initiatives
- Participate in interviews and candidate assessments as requested by Sales Enablement leadership
- Support onboarding of new loan officers by partnering with training teams to ensure access to tools, resources, and enablement materials
- Develop and maintain relationships with real estate brokerages and associations to support recruiting and market expansion efforts
- Collaborate with sales leadership to understand recruitment needs and support targeted recruiting initiatives
- Participate in interviews and candidate assessments as requested by Sales Enablement leadership
What you’ll need
- Bachelor’s degree in Marketing, Business Administration, or a related field, or equivalent professional experience
- 5–7 years of directly relevant experience in sales enablement operations, marketing operations, event management, or related roles
- Experience managing multiple priorities in a fast-paced, deadline-driven environment
- Strong organizational, project management, and communication skills
- High attention to detail with the ability to execute operational processes consistently and accurately
- Experience working with CRM systems (e.g., Salesforce, Total Expert, Volly, LeadPops, ActivePipe, Bonzo or similar), Microsoft Office tools (Excel, PowerPoint), and social media platforms
- Ability to travel to support key tradeshows and in-market events
- Bachelor’s degree in Marketing, Business Administration, or a related field, or equivalent professional experience
- 5–7 years of directly relevant experience in sales enablement operations, marketing operations, event management, or related roles
- Experience managing multiple priorities in a fast-paced, deadline-driven environment
- Strong organizational, project management, and communication skills
- High attention to detail with the ability to execute operational processes consistently and accurately
- Experience working with CRM systems (e.g., Salesforce, Total Expert, Volly, LeadPops, ActivePipe, Bonzo or similar), Microsoft Office tools (Excel, PowerPoint), and social media platforms
- Ability to travel to support key tradeshows and in-market events
Nice to have
- Experience supporting sales teams in financial services, mortgage, or real estate environments
- Familiarity with loan officer marketing regulations and compliance requirements (e.g., RESPA, Fair Lending, Regulation Z)
- Experience coordinating with hotel event staff, tradeshow vendors, and external production partners
- Knowledge of local real estate markets and mortgage industry practices
- Experience supporting sales teams in financial services, mortgage, or real estate environments
- Familiarity with loan officer marketing regulations and compliance requirements (e.g., RESPA, Fair Lending, Regulation Z)
- Experience coordinating with hotel event staff, tradeshow vendors, and external production partners
- Knowledge of local real estate markets and mortgage industry practices
