Sales Enablement Associate

The OpportunityAt Potomac,?were?not for everyoneand?thats?by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and?dont?need handholding to make things happen.?Were?a boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channelHeadquartered?in Bethesda, MD, we combine institutional-grade investment?expertise?with a quantitative process that is Built to Conquer Risk.?SummaryThe Sales Enablement Associate owns the systems, workflows, and quality controls that power Potomacs sales execution and advisor engagement. This role 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; this not a passive support role.What You'll DoOwn the Sales Operations and Advisor Experience.Maintain data integrity across HubSpot, including data cleaning, imports, normalization, and reportingBuild and manage reliable, leadership?ready sales and advisor reportingExecute and reconcile commissions and flow?related processing with accuracy and timelinessDevelop expense management workflows for sales, including per?salesperson budget tracking and deal/event expense attributionManage transactional email programs across regions, including integrations, execution, and compliance coordinationOwn end?to?end snail mail campaigns, including vendors, integrations, targeting, and executionDesign, execute, and continuously improve the advisor experience, including new customer onboarding, milestones, swag, and lifecycle touchpointsImplement and maintain quality control processes across all advisor outreach to ensure accuracy, consistency, and brand alignmentIdentify process gaps and proactively drive operational improvements across sales and advisor workflowsQualificationsBachelors degree required; relevant experience may be considered in lieu of degree5-10 years of experience in Sales Operations, Revenue Operations, or a closely related roleDeep hands?on experience with HubSpot; FINTRX experience strongly preferredExperience managing data integrity, commissions, sales reporting, and CRM workflowsStrong attention to detail with the ability to operate independently and own outcomesFinancial services, asset management, or advisor?focused experience preferredThe salary range for this role is 90,000- 115,000 with potential for additional performance based bonus.Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. If youre looking for a slow pace and low volume, this isnt for you.If you want to drive, build, and scale, this is your shot.Benefits:Medical insuranceVision insuranceDental insuranceHealth savings account option401(k) & other retirement benefitsPaid maternity leavePaid paternity leaveCommuter benefitsDisability insurancePaid time offPI98341fa05492-26289-40312041