What are the responsibilities and job description for the Head of Sales Enablement position at Finoit Inc?
Key Responsibilities
- Design and implement a comprehensive, scalable sales training and onboarding framework
- Establish a structured curriculum that integrates product knowledge, market context, selling motions, and behavioral expectations
- Create a consistent enablement operating model that balances tailored learning paths with scalable execution
- Develop a repeatable system to ensure consistent product fluency across all Distribution roles
- Partner with Investment Research and Product teams to translate complex investment strategies into actionable field messaging
- Build product certification programs, structured learning paths, and reinforcement mechanisms to ensure retention and application of knowledge
- Create a best-in-class onboarding experience for new hires across internal and external sales roles
- Establish 30-60-90 day ramp plans, competency benchmarks, and measurable milestones
- Design role-specific development tracks for Business Development Analysts, Regional Investment Consultants, National Accounts, and Specialists
- Drive consistent adoption and effective usage of tools and technology that support Distribution execution
- Partner with leaders to embed tool usage, workflow standards, and consistent operating rhythms into training programs
- Establish enablement frameworks that reinforce disciplined preparation, follow-up, and execution excellence
- Develop and monitor key enablement metrics tied to productivity, product penetration, ramp time, tool adoption, and field effectiveness
- Use data to continuously refine training programs and identify capability gaps
- Deliver regular reporting to Distribution leadership on enablement effectiveness and impact
- Serve as a key connector across Distribution, Investments, Marketing, Product, and other internal teams to ensure messaging consistency and alignment
- Facilitate cross-functional collaboration so training content remains accurate, relevant, and aligned to business priorities
- Oversee the development of modular, multimedia training content including live workshops, digital learning modules, recorded sessions, certifications, and playbooks
- Build a content governance process to maintain relevance and consistency across materials
Minimum Qualifications
- Bachelor’s degree required
- 8–12 years of experience in asset management, financial services distribution, sales enablement, or sales training
- Direct experience in a sales role within asset management or demonstrated experience training and developing investment sales professionals
- Deep familiarity with intermediary distribution (RIA, broker-dealer, DCIO, institutional)
- Demonstrated experience building or leading scalable sales training, onboarding, or enablement programs
- Experience driving adoption of tools, technology, and workflow standards within a sales organization