What are the responsibilities and job description for the Sales Enablement Operations Manager position at SoFi?
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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.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
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.
What you’ll do:
Event & Brand Activation Operations
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
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.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
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.
What you’ll do:
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
- 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
- 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
- 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
- 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
- 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
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
Salary : $86,400 - $162,000