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Sales Enablement Associate

Date Posted: May 17, 2026
Yearly: USD - USD
Job is expired

Job Detail

  • location_on
    Location Bethesda, Maryland and Grand Kru, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Jun 17, 2026
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Job Description

Overview

The Sales Enablement Associate at Potomac is responsible for managing systems and workflows that enhance sales execution and advisor engagement. This hands-on role emphasizes data integrity, operational accuracy, and continuous improvement in a high-accountability environment.

Key responsibilities

  • Own Sales Operations and Advisor Experience
  • Maintain data integrity across HubSpot, including data cleaning and reporting
  • Build and manage reliable sales and advisor reporting
  • Execute and reconcile commissions and flow processing accurately
  • Develop expense management workflows and budget tracking for sales
  • Manage transactional email programs across regions
  • Own end-to-end snail mail campaigns including vendors and execution
  • Design and continuously improve the advisor experience
  • Implement quality control processes for advisor outreach
  • Identify process gaps and drive operational improvements

Required skills

  • Bachelor's degree or relevant experience
  • 5-10 years in Sales Operations or Revenue Operations
  • Deep hands-on experience with HubSpot
  • Experience managing data integrity and sales reporting
  • Strong attention to detail and ability to operate independently
  • Financial services or asset management experience preferred

What the company offers

  • Salary range of $90,000 - $115,000 with performance-based bonus
  • Medical, vision, and dental insurance
  • Health savings account option
  • 401(k) and retirement benefits
  • Paid maternity and paternity leave
  • Commuter benefits
  • Disability insurance
  • Paid time off

Skills Required

Company Overview

Potomac
Bethesda, Maryland and Grand Kru, United States of America
0 Current Jobs Openings

Potomac is a boutique tactical asset manager specializing in serving the independent broker-dealer and RIA channel. We pride ourselves on attracting individuals who think critically and execute with urgency, aligning with our institutional-grade inve... Read More

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