Sales Enablement Specialist (Us Shift)

Job Description :

We are seeking a dynamic and analytical professional to support Sales Operations and FP&A functions within the Insurance Business Unit. This role will drive strategic initiatives, pipeline tracking, executive reporting, and business performance analysis, enabling data-driven decision-making and growth acceleration.

Responsibilities : Sales Operations :

• Own end-to-end pipeline tracking, reporting, and dashboarding (SFDC).
• Collaborate with Sales head, Sales team, AM / CE, and Growth Office to ensure pipeline accuracy and deal prioritization.
• Drive monthly / quarterly sales reviews, growth calls, and executive engagement tracking.
• Educate sales teams on best practices and process adherence.
• Monitor OKRs, wins, and strategic initiatives progress.

FP&A & Strategic Insights :

• Support budgeting, forecasting, and target setting aligned with BU goals.
• Deliver monthly / quarterly business review presentations to senior leadership.
• Provide proactive business health alerts and strategic recommendations.
• Align solution pipeline with BU strategy and track development, GTM, and implementation metrics.

Strategy Formation & Initiatives :

• Partner with Sales head to define and refine strategy and growth priorities.
• Drive strategic planning cycles and translate business goals into actionable initiatives.
• Create frameworks to monitor progress of strategic programs and transformation efforts.
• Develop dashboards and reports to illuminate progress on key business initiatives
• Facilitate cross-functional collaboration to ensure strategic alignment and execution.
• Support strategic account planning by providing data-driven insights and growth opportunities.
• Partner with Sales team to develop account strategies aligned with BU goals.
• Track progress of named accounts and large deals to ensure strategic alignment.
• Facilitate prioritization of accounts based on revenue potential, strategic importance, and engagement level.
• Contribute to long-term planning and market research to identify whitespace and expansion opportunities.

Cross-functional Collaboration :

• Coordinate with multiple teams to ensure data accuracy and timely execution.
• Drive weekly sales meetings and closure of action items.
• Support Customer Satisfaction Survey analysis and reporting.

Qualifications :

• MBA or equivalent degree in Finance, Strategy, or Business Analytics
• 8+ years of experience in Sales Operations, FP&A, or Strategic Planning roles
• Proven experience in managing executive-level reporting and business reviews
• Hands-on experience with Salesforce, Tableau, or other BI tools
• Exposure to Insurance or Financial Services domain
• Strong understanding of OKRs, budgeting cycles, and strategic planning frameworks
• Experience in managing cross-functional projects and stakeholder alignment