Sales Enablement Associate

Sales Enablement Associate

About the role

The Sales Enablement Associate at Potomac is responsible for ensuring data integrity, revenue operations accuracy, advisor experience consistency, and high-quality outbound execution across multiple platforms and regions. This is a hands-on, high-accountability role focused on precision, ownership, and continuous improvement.

Responsibilities

• Own the Sales Operations and Advisor Experience
• Maintain data integrity across HubSpot, including data cleaning, imports, normalization, and reporting
• Build and manage reliable, leadership-ready sales and advisor reporting
• Execute and reconcile commissions and flow-related processing with accuracy and timeliness
• Develop expense management workflows for sales, including per-salesperson budget tracking and deal/event expense attribution
• Manage transactional email programs across regions, including integrations, execution, and compliance coordination
• Own end-to-end snail mail campaigns, including vendors, integrations, targeting, and execution
• Design, execute, and continuously improve the advisor experience, including new customer onboarding, milestones, swag, and lifecycle touchpoints
• Implement and maintain quality control processes across all advisor outreach to ensure accuracy, consistency, and brand alignment
• Identify process gaps and proactively drive operational improvements across sales and advisor workflows

Requirements

• Bachelor’s degree required; relevant experience may be considered in lieu of degree
• 5-10 years of experience in Sales Operations, Revenue Operations, or a closely related role
• Deep hands-on experience with HubSpot; FINTRX experience strongly preferred
• Experience managing data integrity, commissions, sales reporting, and CRM workflows
• Strong attention to detail with the ability to operate independently and own outcomes
• Financial services, asset management, or advisor-focused experience preferred

Qualifications

• Medical insurance
• Vision insurance
• Dental insurance
• Health savings account option
• 401(k) & other retirement benefits
• Paid maternity leave
• Paid paternity leave
• Commuter benefits
• Disability insurance
• Paid time off

Benefits

• Salary range: $90,000 - $115,000 with potential for additional performance-based bonus

Pay

• Competitive compensation package

Schedule

• Full-time position

Location

Bethesda, MD