The Meeting Assistant for Financial Advisors.
Sales Program Manager
Location
United States
Posted
7 days ago
Salary
$95K - $105K / year
Seniority
Senior
Job Description
Sales Program Manager
Zocks | AI for Advisors
• Elevate sales performance and pipeline quality by building and operationalizing call coaching frameworks (such as scorecards and call reviews), reviewing call recordings, and delivering actionable insights to frontline managers. • Support sales motions and cadence/outreach strategy such as outbound play design and reporting, as well as ongoing cadence performance analysis to improve conversion and meeting quality. • Support and execute enablement programs such as sales onboarding, sales plays, product learning, and continuous training to drive consistent sales performance and faster ramp times. • Create and maintain a centralized sales knowledge base serving as the single source of truth for information, processes, messaging, and best practices across the teams. • Leverage and optimize sales technology and data to uncover performance trends and drive actionable insights; build and manage call libraries, conduct A/B testing, and serve as a systems expert to continuously identify and implement optimization opportunities. • Partner with sales leadership to support ongoing initiatives and programs that improve team effectiveness and revenue outcomes. • Provide ongoing support to reps by triaging day-to-day needs with quick, actionable guidance, serving as an accessible resource to unblock reps and direct them to the appropriate stakeholders or resources to maintain sales velocity.
Job Requirements
- 3+ years of experience in program management, sales enablement, sales operations, or a similar role.
- Experience in a high-growth and performance-driven environment; enjoys building from scratch.
- Strong analytical mindset with the ability to use data to drive decisions.
- Strong communication skills, both written and verbal.
- Highly organized with a strong sense of accountability and ownership.
- Comfortable working cross-functionally and holding others accountable.
- Familiarity with Salesloft and Salesforce is preferred.
- Familiarity with content management systems, such as Guru, Highspot, or Notion, also preferred.
- Experience in the financial technology or wealth management industry is preferred.
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