Sales Enablement Manager – Healthcare Financial Advisory

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the complete proposal and RFP/RFI response coordination for Healthcare Financial Advisory Services initiatives.

• Collaborate with Managing Directors and subject matter experts to draft executive summaries, cover letters, approach narratives, and scope sections.

• Utilize AI tools to generate and refine proposals and go-to-market content.

• Manage the reusable proposal library and refresh materials following pursuits.

• Supervise proposal timelines and monitor active RFPs and pitches for leadership visibility.

• Work with Marketing, Growth Enablement, and Design teams to produce polished, on-brand proposals.

• Act as the primary Salesforce administrator and power user for the FAS team.

• Ensure the quality of Salesforce data and maintain up-to-date opportunity, pipeline, and activity information.

• Create recurring Salesforce pipeline reports and dashboards for forecasting and strategic planning.

• Provide training to team members on Salesforce and address any queries.

• Collaborate with Operations and the corporate Salesforce team to enhance processes and functionality.

• Manage the FAS collateral library, including pitch decks, one-pagers, case studies, tombstones, bios, and capabilities overviews.

• Develop new collateral with the Design team while upholding brand standards and using approved templates.

• Perform content audits, retire outdated materials, identify gaps, and transform legacy decks.

• Assist with daily sales and business development operations and client engagement activities.

• Organize preparation for client pitches and introductory calls, including research and leave-behinds.

• Facilitate onboarding for new team members on sales tools, collateral, and processes.

• Oversee materials for conferences, events, and marketing campaigns.

• Monitor key sales metrics and prepare executive-ready summaries.

• Coordinate with Marketing, Finance, and Operations to implement business development activities.

⛳️ Requirements

• A minimum of 5 years of experience in a sales support, marketing, or business development operations role.

• Ideally, experience within a professional services or consulting environment.

• Expertise in Salesforce CRM, including data quality management, reporting, and end-user training.

• Advanced skills in Microsoft PowerPoint for creating polished, client-ready presentations.

• Strong writing and editing skills for crafting proposal narratives, executive summaries, and capabilities content.

• Excellent project management abilities to handle multiple concurrent deadlines.

• High attention to detail with a strong understanding of brand and visual quality standards.

• Bachelor’s degree in Business, Marketing, Communications, or a related field.

• Preferred: experience in supporting RFP/RFI responses and formal proposal processes within a professional services firm.

• Preferred: familiarity with Seismic, Highspot, or similar content management platforms.

• Preferred: exposure to financial advisory, restructuring, or transaction advisory services.

• Preferred: experience with SharePoint, ServiceNow, or comparable workflow and document management tools.

• Preferred: working knowledge of Adobe InDesign, Canva, or the ability to collaborate effectively with a design team.

• This role may be located anywhere within the United States.

🏝️ Benefits

• Annual incentive compensation program.

• Medical coverage.

• Dental coverage.

• Vision coverage.

• Wellness programs.

• 401(k) plan with a generous employer match.

• Employee stock purchase plan.

• Generous Paid Time Off policy.

• Paid parental leave.

• Adoption assistance.

• Free annual health screenings and coaching.

• Bank at work.

• On-site workshops.

• Ongoing programs recognizing significant events in the lives of employees.