iCapital Network is looking for an experienced and talented head of Sales Enablement. The Vice President, Sales Enablement is a core member of the marketing team working closely with the iCapital Client Sales and Technology teams in the development of a comprehensive understanding of the efficacy of the marketing and sales effort, driving growth and increasing efficiency using (Salesforce.com) and Business Intelligence tools (e.g., HubSpot, HighSpot, Geopointe)

In addition, this individual will create a competitive intelligence discipline within iCapital, establishing a method for the collection and analysis of information to understand and anticipate competitive activity and market disruptions as an essential contribution to our ongoing business strategy.

This role will provide the right candidate with a chance to demonstrate creativity and contribute directly to the achievement of iCapital’s key strategic priorities. He/she/they will shine in a fast-paced, high-growth environment that values high-quality analysis and thoughtful, informed and creative decision-making models.

Specific Responsibilities Include:

• Create actionable sales tools and analytics, primarily using CRM data and competitive intelligence data sets. These analytics range from targeting lists for a specific campaign to identifying high level opportunities.
• Provide predictability and monitoring via creation and ownership of leading/lagging sales metrics reports & dashboards
• Create ad-hoc reporting for senior management, and collaborate on drawing insights, in order to support territory realignments, sales opportunities and goals.
  Actively maintain the accuracy and completeness of the CRM data in order to support sales and marketing initiatives. 
• Identify credible and comprehensive sources of market and target data, negotiate associated vendor contracts and manage integrations.
  Interpret the needs of the sales and marketing teams and translate them into best-in-class tools by working collaboratively with technology, operations and sales.
• Develop understanding of CRM best practices for Sales team and help implementation and training
• Work towards the goal of having the CRM system be an efficient tool for the entire organization and help them use it to achieve their goals.
• Support a wide range of departments on the Client Solutions team (Independent and Enterprise Solutions) initially domestically, and internationally as our corporate footprint expands.
• Evaluate, configure, and optimize CRM systems to ensure process adoption, robust data collection, and reliable reporting; manage task automation and integration of apps/tools

Key Partners include: 

• CMO and SVP, Channel Marketing and SVP Head of Content on the development of tools, analytics and recommendations
• Head of Client, Independent and Enterprise Solutions
• Technology

Skills & Experience:

• Undergraduate degree
• 8-10 years of relevant work experience
• Demonstrated expertise in support of growing and dynamic sales groups utilizing salesforce.com and associated technologies
• Experience as a sales performance analyst in the financial services sector
• Confident and collaborative solution developer
• Strong writing, editing, and excel skills, for the development of analyses and recommendations
• Ability to work independently and manage complex development projects
• Firm understanding of FINRA rules and regulations
• Familiarity with content management systems
• A strong IT affinity and an instinct for complex business processes