Sales Enablement Executive

Company Description

For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality.

Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.

Job Description

The Sales Enablement Executive will support the development and execution of marketing activities and materials to assist our practitioners in converting leads. This role involves understanding the sales process, identifying opportunities for marketing activity and pitch materials, and creating compelling content to guide leads through the sales funnel and drive business growth. This position requires a hands-on approach and the ability to collaborate with practitioners to understand the sales process and generate effective content. This role will work closely with the Head of Content & Creative and the BD team to develop knowledge of prospect marketing and sales conversion marketing, and to develop an understanding of market dynamics, customer behaviour, and sales process methodologies.

Key Responsibilities

· Target Audience Insight: Use insight from practitioners and the market to understand the key needs of prospects in different target audience groups. Assist in defining the messaging needed to convert leads into clients, consistent with our brand and GTM strategies.

· Content Creation: Develop and maintain a library of pitch materials, case studies, and sales collateral. Ensure the materials support our brand and marketing strategies, are compliant, and present our propositions and investment performance data effectively to improve prospect conversion.

· Content Adoption and Development: Work with the front office to drive adoption of pitch materials and sales collateral. Ensure the materials are well-received and understood by our practitioners and business development teams. Use feedback and analytical insights to continually improve the materials and their impact on commercial growth.

· Lead Nurturing: Work with the BD team and to implement marketing strategies to nurture leads through the sales funnel. Partner with the new business team to understand where conversion can be improved and develop materials to support this.

· Bespoke Pitch Materials: Assist in developing a process to support practitioners with bespoke pitch materials for higher value opportunities, partnering with the Business Development team to incorporate learnings from previous successful pitches.

· Sales & Revenue Analysis & Reporting: work with cross functional teams (commercial, marketing, front-office & operations) to develop & maintain dashboards & reports to monitor key performance metrics across the new business pipeline, sales collateral, the existing client lifecycle & internal processes/behaviours. Identify opportunities or inefficiencies & then work cross functionally to realise improvements.

Qualifications

Key Skills

· Excellent communication and collaboration skills with the ability to engage senior audiences an added benefit.

· Ability to write compelling and on-brand pitch pack and sales collateral content, with support from a designer, and organize them for easy access by the front office.

· Experience with technology platforms like Seismic is valuable; ability to manage materials on this platform is essential.

· Ability to work collaboratively with cross-functional teams and an appetite for partnership across the marketing team and with front office and business development teams.

· A willingness to learn how to analyse quantitative and qualitative data to help optimize performance, generate actionable insights and measure activities' contribution to commercial goals. Excel, data visualisation & presentation skills to support effective data storytelling an added benefit.

· Forward-thinking mindset and a can-do attitude to explore innovative ways to enhance sales effectiveness.

· Time management and productivity skills: Balancing multiple responsibilities, prioritizing tasks, and meeting deadlines is vital for success.

· Evidence of curiosity in marketing and sales enablement (e.g., an active LinkedIn profile showing engagement with relevant content) is beneficial.

· Attention to detail & accuracy in managing data, processes & reporting.

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients.  At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation.  It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. 

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process.  Please let your Recruiter know.