DPL Financial Partners

Role Description The Sales Enablement & Trainer is responsible for onboarding, training, reinforcement, field readiness, and ongoing advisor and seller effectiveness across the revenue organization. This is a new headcount role built to ensure every member of the sales team - from day one onward - has the knowledge, tools, and confidence to perform at the highest level. The ideal candidate is a high-energy builder who thrives creating scalable programs in fast-moving environments. This role requires someone who can move quickly from concept to execution, build from a blank page without waiting for perfect conditions, and continuously iterate based on field feedback. Wealth management, financial services, or advisor-facing experience is a meaningful advantage. Qualifications - 3–8 years in Sales Enablement, Training, Learning & Development, or Sales Support - Experience building onboarding and training programs - not just delivering existing curriculum - Strong communication and facilitation skills; able to hold a room and drive engagement - Ability to simplify complex products and concepts into clear, actionable learning programs - High execution velocity - must move fast and build without waiting for perfect conditions - Demonstrated comfort operating in growth-stage, high-ambiguity environments Requirements - Financial services, insurance, fintech, or wealth management experience - particularly advisor-facing or distribution environments - Familiarity with LMS platforms and sales enablement technology - Experience building investment or product training programs for field distribution teams - Track record creating playbooks and competitive resources used and adopted by the field Benefits - Competitive base salary and performance bonus - Compensation commensurate with experience

Role Description The Sales Technology Administrator owns the sales technology ecosystem end-to-end - from CRM administration and workflow automation to platform integrations, data quality, and user adoption. This is a new headcount role built to give the sales organization the technical infrastructure it needs to operate at scale. This is not a traditional CRM ticket-taker. The ideal candidate operates as a strategic systems owner who identifies operational bottlenecks, builds scalable automations, and ensures every platform in the stack is working together to support seller productivity. Must be comfortable working independently in a fast-moving, lightly structured environment. Qualifications - 3–7+ years in Sales Operations, Revenue Operations, or Sales Systems Administration - Strong, hands-on Salesforce administration experience - must be able to build, not just manage - Direct experience administering Salesloft and Gong - Demonstrated experience with workflow automation and operational reporting - Ability to problem-solve and execute independently without heavy oversight - Comfort operating in evolving, entrepreneurial environments with limited structure Requirements - Salesforce Administrator certification (preferred) - Financial services, fintech, insurance, or wealth management experience (preferred) - Experience supporting advisor-facing or B2B distribution sales organizations (preferred) - Familiarity with ZoomInfo, BI/reporting tools, and RevOps ecosystems (preferred) Benefits - Competitive base salary and performance bonus - Compensation commensurate with experience

Role Description The Head of Sales Operations & Enablement serves as the operational backbone of the revenue organization and Chief of Staff to the Head of Sales. This is a critical backfill hire responsible for building and maintaining the processes, systems, and infrastructure that allow the sales organization to scale - while managing leadership through KPIs and operational cadence. This role is designed for a builder. The ideal candidate has thrived in smaller, entrepreneurial company environments where they have created structure, process, and operational discipline from scratch. Candidates who have only operated inside large, structured organizations will not succeed here. What You Will Own - Sales Operations & Process - Build and maintain the sales operating rhythm - QBRs, pipeline reviews, forecast cadence, and field accountability structures - Own CRM governance, pipeline stage discipline, and process compliance across the sales organization - Drive consistency in sales execution across regions and advisor-facing teams - Identify and eliminate operational bottlenecks that slow advisor productivity and revenue execution - Partner with leadership on territory planning, headcount modeling, and capacity planning - Chief of Staff - Leadership Management Through KPIs - Serve as Chief of Staff to the Head of Sales, owning the operational cadence that keeps leadership aligned and accountable - Build and maintain the KPI dashboards and reporting infrastructure that allow the sales leader to manage the business by the numbers - Run the leadership operating calendar - agenda management, cross-functional alignment, strategic project execution, and meeting discipline - Act as proxy for the Head of Sales on operational and cross-functional matters - Ensure leadership has clean, timely visibility into pipeline, production, advisor activity, and team performance - Sales Enablement Strategy - Develop and execute the sales enablement strategy across onboarding, continuous learning, and field readiness - Build and iterate on training programs covering products, positioning, systems, and sales methodology - Partner with Sales Enablement & Trainer on program design and execution - Align field messaging with marketing and product through launch readiness programs - Cross-Functional Coordination - Serve as the central operational liaison between Sales, Marketing, Product, Operations, Compliance, and Technology - Lead cross-functional initiative coordination and ensure field readiness on all product and process launches - Own sales communications strategy and internal field engagement Qualifications - 7–12+ years in Sales Operations, Revenue Operations, Sales Enablement, or Commercial Strategy - Demonstrated experience thriving in a small company or early-stage growth environment - this is non-negotiable - Proven ability to build sales process, forecasting infrastructure, and KPI frameworks from the ground up - Strong CRM and sales technology expertise; Salesforce experience strongly preferred - Executive presence and communication skills - comfortable presenting to and managing senior leadership - Strong analytical mindset combined with hands-on execution capability Requirements - Financial services, fintech, insurance, wealth management, or advisor distribution experience - Experience serving in a Chief of Staff, Head of RevOps, or VP Sales Operations capacity - Familiarity with Salesloft, Gong, and ZoomInfo ecosystems - Track record managing KPI governance and leadership accountability structures - The right candidate can point to a specific company where they joined with minimal structure and built the operational foundation that allowed the sales organization to scale. Benefits - Competitive base salary and performance bonus - Compensation commensurate with experience