EmergencyMD
Overview
Job Title: Director- Sales Operations/Enablement Location: Louisville HQ preferred; Remote considered for exceptional candidates Employment Type: Full-Time Reports to: Chief Distribution Officer Summary
DPL Financial Partners is seeking a strategic, data-driven, and operationally excellent leader to serve as the Director of Sales Operations & Enablement. This role will own the operational backbone of the Sales organization, including: Sales analytics & insights Go-to-market planning & forecasting Sales enablement strategy, content, and training Sales technology leadership (Salesforce, Salesloft, dialer, LMS, analytics tools) Board-level reporting and executive insights The ideal candidate is a proactive builder who is energized by scaling processes, designing data-driven insights, and developing a high-performing sales force within a high-growth financial services and technology environment. This leader will partner closely with Sales, Marketing, Finance, Product, and Executive Leadership to ensure alignment between strategy, execution, and measurable growth outcomes.
Primary Responsibilities
Sales Operations Leadership Serve as the operational owner for all Sales processes, infrastructure, reporting, and cross-functional workflows. Lead development and execution of strategic growth initiatives, partnering with Sales Leadership to define KPIs, productivity models, and performance targets. Build, maintain, and evolve board-level reporting, dashboards, and executive analytics that clearly articulate growth drivers, funnel performance, and productivity trends. Develop and manage forecasting, territory design, capacity planning, lead routing, staffing models, and sales compensation analytics. Own sales process governance-documentation, best practices, quality controls, and continuous optimization. Ensure data quality, data integrity, and effective usage of CRM, BI, and enablement tools across the organization. Sales Enablement Leadership Own the end-to-end sales enablement strategy including onboarding, ongoing training, content creation, and skill development. Develop and maintain playbooks, process guides, talk tracks, sales frameworks, product training, and performance certification programs. Partner with Product & Marketing to ensure reps are equipped with accurate, timely messaging and materials. Establish enablement KPIs and measure training effectiveness on rep performance and revenue outcomes. Technology Ownership: Salesforce, Salesloft, Enablement Tools
Serve as the executive owner of all sales technology platforms: Salesforce CRM Salesloft (cadencing, automation, call workflows) LMS / training systems BI tools (Tableau, PowerBI, Sigma, etc.) Data enrichment / productivity platforms Drive the roadmap for technology investments, integrations, automation, and operational scale. Ensure ongoing system optimization including hierarchy management, reporting, workflows, automations, and cross-tool connectivity. Collaborate with internal Salesforce administrators and project managers to deliver enhancements, new capabilities, and improved user experience. Analytics, BI, and Insights
Act as the subject matter expert for all Sales KPIs, performance metrics, funnel analytics, and behavior-based insights. Build and maintain sophisticated data models for productivity, pipeline health, territory potential, incentive design, and strategic planning. Translate complex data into clear, actionable insights that influence Sales strategy and executive decision-making. Identify new metrics, analytical frameworks, and performance levers to accelerate long-term, sustainable growth Cross-Functional Leadership
Partner with Finance, Marketing, Product, and Operations to ensure alignment across the full commercial engine. Lead strategic projects that impact revenue growth, GTM alignment, and operational scale. Drive organizational clarity by aligning teams to common definitions, KPIs, workflows, and system usage. Present findings, insights, and recommendations to executives, board members, and leadership teams. Qualifications
Required: Bachelor's degree in Business, Analytics, Finance, or related field. 5–10+ years in Sales Operations, Revenue Operations, Sales Enablement, or Sales Analytics—preferably in financial services, fintech, or B2B enterprise sales. Demonstrated leadership experience, influencing cross-functional teams and senior stakeholders. Expert-level proficiency in: Salesforce CRM Salesloft or similar engagement platforms Advanced Excel / Google Sheets BI platforms (Tableau, PowerBI, Sigma, DOMO, or similar) Proven track record of building scalable sales processes and improving productivity through analytics and automation. Excellent communication and executive presentation skills. Deep attention to detail, high accountability, and a strong bias toward action. Preferred Experience in insurance, RIA, broker-dealer, wealth management, or financial product distribution. Prior ownership of sales enablement programs and training content design. Experience preparing board-ready reporting, dashboards, and insights. Background in revenue systems architecture or Salesforce process design. Prior leadership of Sales Ops / RevOps at a high-growth company.
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Job Title: Director- Sales Operations/Enablement Location: Louisville HQ preferred; Remote considered for exceptional candidates Employment Type: Full-Time Reports to: Chief Distribution Officer Summary
DPL Financial Partners is seeking a strategic, data-driven, and operationally excellent leader to serve as the Director of Sales Operations & Enablement. This role will own the operational backbone of the Sales organization, including: Sales analytics & insights Go-to-market planning & forecasting Sales enablement strategy, content, and training Sales technology leadership (Salesforce, Salesloft, dialer, LMS, analytics tools) Board-level reporting and executive insights The ideal candidate is a proactive builder who is energized by scaling processes, designing data-driven insights, and developing a high-performing sales force within a high-growth financial services and technology environment. This leader will partner closely with Sales, Marketing, Finance, Product, and Executive Leadership to ensure alignment between strategy, execution, and measurable growth outcomes.
Primary Responsibilities
Sales Operations Leadership Serve as the operational owner for all Sales processes, infrastructure, reporting, and cross-functional workflows. Lead development and execution of strategic growth initiatives, partnering with Sales Leadership to define KPIs, productivity models, and performance targets. Build, maintain, and evolve board-level reporting, dashboards, and executive analytics that clearly articulate growth drivers, funnel performance, and productivity trends. Develop and manage forecasting, territory design, capacity planning, lead routing, staffing models, and sales compensation analytics. Own sales process governance-documentation, best practices, quality controls, and continuous optimization. Ensure data quality, data integrity, and effective usage of CRM, BI, and enablement tools across the organization. Sales Enablement Leadership Own the end-to-end sales enablement strategy including onboarding, ongoing training, content creation, and skill development. Develop and maintain playbooks, process guides, talk tracks, sales frameworks, product training, and performance certification programs. Partner with Product & Marketing to ensure reps are equipped with accurate, timely messaging and materials. Establish enablement KPIs and measure training effectiveness on rep performance and revenue outcomes. Technology Ownership: Salesforce, Salesloft, Enablement Tools
Serve as the executive owner of all sales technology platforms: Salesforce CRM Salesloft (cadencing, automation, call workflows) LMS / training systems BI tools (Tableau, PowerBI, Sigma, etc.) Data enrichment / productivity platforms Drive the roadmap for technology investments, integrations, automation, and operational scale. Ensure ongoing system optimization including hierarchy management, reporting, workflows, automations, and cross-tool connectivity. Collaborate with internal Salesforce administrators and project managers to deliver enhancements, new capabilities, and improved user experience. Analytics, BI, and Insights
Act as the subject matter expert for all Sales KPIs, performance metrics, funnel analytics, and behavior-based insights. Build and maintain sophisticated data models for productivity, pipeline health, territory potential, incentive design, and strategic planning. Translate complex data into clear, actionable insights that influence Sales strategy and executive decision-making. Identify new metrics, analytical frameworks, and performance levers to accelerate long-term, sustainable growth Cross-Functional Leadership
Partner with Finance, Marketing, Product, and Operations to ensure alignment across the full commercial engine. Lead strategic projects that impact revenue growth, GTM alignment, and operational scale. Drive organizational clarity by aligning teams to common definitions, KPIs, workflows, and system usage. Present findings, insights, and recommendations to executives, board members, and leadership teams. Qualifications
Required: Bachelor's degree in Business, Analytics, Finance, or related field. 5–10+ years in Sales Operations, Revenue Operations, Sales Enablement, or Sales Analytics—preferably in financial services, fintech, or B2B enterprise sales. Demonstrated leadership experience, influencing cross-functional teams and senior stakeholders. Expert-level proficiency in: Salesforce CRM Salesloft or similar engagement platforms Advanced Excel / Google Sheets BI platforms (Tableau, PowerBI, Sigma, DOMO, or similar) Proven track record of building scalable sales processes and improving productivity through analytics and automation. Excellent communication and executive presentation skills. Deep attention to detail, high accountability, and a strong bias toward action. Preferred Experience in insurance, RIA, broker-dealer, wealth management, or financial product distribution. Prior ownership of sales enablement programs and training content design. Experience preparing board-ready reporting, dashboards, and insights. Background in revenue systems architecture or Salesforce process design. Prior leadership of Sales Ops / RevOps at a high-growth company.
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