Sales Enablement Specialist

1 month ago

Livermore, California, United States Restoration Management Full time
Job Title: Sales Enablement Specialist

At Restoration Management, we are seeking a highly organized and detail-oriented Sales Enablement Specialist to join our team. This role is responsible for managing and optimizing the administrative processes that support the sales team's success.

Key Responsibilities:
  • Sales Support and Compliance Management:
    • Manage compliance documentation processes, ensuring accuracy for Certificate of Insurance (COI) renewals, Request for Proposals (RFPs), and third-party vendor agreements.
    • Maintain data accuracy in Salesforce, ensuring active compliance with a multitude of renewal dates and client information to remain current.
    • Manage compliance processes for COIs, RFPs, and vendor agreements, ensuring 100% adherence and timely renewals.
  • Vendor and Client Management:
    • Manage high volume of onboarding of new Third Party Compliance Programs, ensuring client agreements, vendor packets, RFIs, and digital applications are accurate and up to date.
    • Ensure timely and accurate completion of all required vendor documentation, including packets, RFIs, and compliance submissions.
  • Contract Management and Communication:
    • Partner with internal teams to manage contract reviews and execution, ensuring legal and client requirements are met in a timely manner.
    • Act as the main liaison for contract-related queries, coordinating between vendors and internal teams, setting clear timelines, expectations and ensuring accountability.
    • Drive continuous improvement by working with internal teams to align, evaluate, and enhance contract management processes, achieving operational efficiency and consistently meeting deadlines.
  • Database and CRM Management:
    • Develop and maintain a centralized library for common data requests, streamlining data gathering across teams for efficient task completion.
    • Ensure CRM records are up to date, supporting account executives in campaign participation and ensuring smooth sales operations.
Requirements:
  • Bachelor's degree in a business-related field, preferred.
  • 3-5 years of proven experience in a marketing/sales specialist role or similar, with a strong emphasis on process management and cross-departmental coordination.
  • Strong analytical, communication, and interpersonal skills to effectively collaborate with internal teams and external vendors.
  • Proficient in Microsoft Office Suite, Adobe, CRM (Salesforce), and lead management systems to efficiently handle daily tasks and manage data.
  • Well-organized, detail-oriented, with the ability to multi-task and manage multiple projects simultaneously, ensuring deadlines are met and quality is maintained.
  • Process thinker who is proactive in driving processes and resolving issues, someone who can anticipate potential challenges and implement solutions before they arise.
  • Experience in creating, enhancing, and managing processes that impact or involve multiple departments—with a focus on efficiency, accuracy, and continuous improvement.
  • Experience in handling third-party compliance and vendor management, including contracts, Certificates of Insurance (COIs), and RFP processes.
  • Proficient in data governance within CRM systems, ensuring data integrity, accurate reporting, and effective use of CRM tools for sales and marketing initiatives.
Working Conditions:

This role requires working in an office environment with occasional travel to job sites. The ideal candidate will be able to work in a fast-paced environment, prioritize tasks, and maintain a high level of accuracy and attention to detail.

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