Foresight Financial Group - Winnebago, IL

posted 2 months ago

Full-time
Remote - Winnebago, IL
Credit Intermediation and Related Activities

About the position

Join the growing team at Foresight Financial Group as a Sales Enablement and Support Manager! Foresight Financial Group, Inc., an Illinois corporation founded in 1986, is a bank holding company established under the Federal Reserve with fifteen offices in the Northern Illinois counties of Winnebago, Stephenson, and Kankakee. The Sales Enablement and Support Manager plays a crucial role in enhancing the effectiveness of the sales teams by working closely with the FFG President and Chief Banking Officer, as well as Bank Sales Leadership. This position is integral to the commercial and retail sales teams, providing essential guidance, support, structure, and communication to boost the overall success of the team. The Sales Enablement and Support Manager ensures that the sales department operates smoothly and that the team has access to the necessary resources to achieve their goals. In this role, you will serve as the primary expert, coordinator, and administrator of the enterprise CRM system, ensuring that its design and utilization align with the sales strategy and activities. You will be responsible for developing and producing reports that are essential for sales leaders and lenders, maintaining data integrity within the CRM, and training users to meet their needs. Additionally, you will conduct analyses to support sales strategies and actively participate in sales team meetings and strategic planning sessions. Collaboration with marketing and other departments is key to optimizing sales and ensuring a consistent customer experience. You will also manage relationships with marketing and sales-related vendors, assist in monitoring and resolving escalated complaints, and help develop and implement sales strategies and support items necessary to drive results. The Sales Enablement and Support Manager will support ongoing product and sales training needs, improve onboarding processes, and assist in deploying a sales enablement platform for content access and engagement. You will collaborate with product marketing to develop resources such as sales plays, presentations, and demo scripts, and work with leadership to plan impactful sales events and trainings. This position is designed to adapt to the evolving needs of the organization, and duties may change at any time with or without notice.

Responsibilities

  • Serve as primary enterprise CRM expert, coordinator, and administrator.
  • Ensure CRM design and utilization supports sales strategy and activity.
  • Develop and produce reports needed for sales leaders and lenders.
  • Maintain CRM system parameters and updates to meet the growing needs of the organization.
  • Ensure data integrity within the CRM is maintained.
  • Train users on CRM to meet their needs.
  • Conduct analysis and provide information to the sales team to support sales strategies.
  • Actively participate in sales team meetings and strategic planning.
  • Work closely with marketing to ensure coordination and integration of marketing into sales activities.
  • Coordinate customer events for FFG and member banks.
  • Manage relationships with marketing and sales related vendors.
  • Partner with marketing resources across the Group to leverage resources and identify best practices.
  • Assist in monitoring and resolving escalated complaints and concerns from customers and media.
  • Help develop and implement sales strategies and sales support items necessary to drive results.
  • Support ongoing product and sales training needs of the sales teams.
  • Work alongside various departments to develop strategy and execute enablement initiatives and projects.
  • Improve onboarding and accelerate ramp time of sales and business development teams.
  • Assist in the deployment and ongoing support of a sales enablement platform.
  • Collaborate with product marketing to develop resources and tools such as sales plays, presentations, and demo scripts.
  • Build and maintain sales processes and procedures.
  • Partner with Training and Development to develop training, learning paths, and certifications to drive sales performance.
  • Work with leadership to plan impactful sales events and trainings.

Requirements

  • 5-7 years sales support and CRM system experience required.
  • 5 years minimum banking experience required.
  • Advanced knowledge of Microsoft Office Suite.
  • Advanced knowledge of CRM, graphic and video software.
  • Advanced knowledge of banking products, services, and regulations that impact marketing efforts.
  • Must have a valid driver's license.

Nice-to-haves

  • Experience in a managerial role within sales support or enablement.
  • Familiarity with sales enablement platforms and tools.
  • Strong understanding of customer relationship management best practices.

Benefits

  • Remote work eligibility with travel to subsidiary banks in the northern Illinois area regularly.
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