Director, Global Process Optimization

At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

Come join us in delivering better outcomes for our clients around the world!

We are seeking an experienced, strategic leader to simplify, standardize and optimize sales processes globally. This role sits within the marketing organization and will unify decentralized resources, improve CRM and sales enablement systems, and streamline processes to enhance global sales efficiency.  As a leader in this space, you’ll drive this transformation using quantitative and qualitative metrics to influence decisions, increase adoption and measure results.  You will collaborate with cross-functional teams to identify and address sales process gaps and opportunities.  You will lead a team of 4–6, collaborating with sales leadership, marketing, and technology to drive sustainable growth.

What are the ongoing responsibilities of the Director, Global Process Optimization?

• Strategic Leadership & Collaboration: Collaborate with cross-functional teams to align strategies, processes and execution.  Enhance productivity and streamline operations by optimizing workflows to ensure end-to-end enablement.  Ensure global sales team have the essential capabilities to enable an exceptional client experience and drive business growth.  Establishes priorities for the team and the organization and gathers support from different levels of leadership.

• Sales Process Optimization: Responsibilities include streamlining global processes and establishing best practices for key journeys to improve efficiency and productivity.  Identify barriers to sales productivity and design processes to address them.  Ability to influence sales execution and lead change management initiatives.

• CRM, Sales Enablement Tools & Analytics: Partner with technology teams maintaining and optimizing CRM and Sales Enablement systems and analyzing data to provide actionable insights to increase usage while demonstrating increased sales effectiveness. Lead prioritization of enhancements and user adoption initiatives to maximize system value.

• Team Leadership: Lead a team of 4-6 professionals, providing clear direction, coaching and guidance to ensure alignment with company goals and objectives.  Provide strong leadership, mentorship, and guidance to the team, fostering a culture of accountability, innovation, and continuous learning.  Recruit, onboard, and develop top talent within the sales operations function, ensuring a high-performing and engaged team that is results oriented.

• Cross-Functional Initiatives: Collaboration with regional and channel sales leaders and other departments to enhance customer acquisition, retention, and growth opportunities is essential.  Partner with cross-functional teams (e.g., marketing, technology, product, etc) to align strategies and execution. Partners with technology, marketing, data and product management teams to measure implemented program outcomes and deliver integrated enablement solutions that work in a multi-channel sales environment.

• Innovation & Continuous Improvement: Keeps abreast of industry best practices across all areas of responsibility. Identifies and executes efficient and effective practices that enhance the team’s value.  Provides thought leadership, best practices, governance, and innovative guidance in all areas of responsibility.

What ideal qualifications, skills and experience would help someone to be successful?

• 10+ years of experience in Sales Operations, Sales Enablement, or related fields, with 5+ years in a leadership role. Experience in a financial company with a global sales force is nice to have.

• Proven success in centralizing decentralized functions and managing global operations across multiple regions.

• Hands-on experience managing and optimizing CRM systems like Salesforce or Microsoft Dynamics and Sales Enablement tools like Seismic, with a strong track record of driving adoption and optimization.

• Demonstrated ability to analyze data, develop actionable insights, and communicate recommendations to senior stakeholders.

• Experience in building sales enablement programs from the ground up.

• Strong cross-functional collaboration skills and influence skills.

• Proven ability to manage multiple projects, create structure in ambiguity, and meet deadlines.

• Experience leading a team of 4–6 professionals.

• Familiarity with regional nuances and best practices across North America, EMEA, and APAC.

• Demonstrated success in process improvement and strategic planning for scaling sales organizations.

• Operational Excellence: Ability to translate high-level company goals into actionable, efficient operational strategies within the sales organization to drive consistent performance and process improvement.

• Analytical Proficiency: Strong data analysis skills to interpret metrics, generate insights, and drive informed decision-making.

• Leadership and Collaboration: Proven ability to lead a team and work cross-functionally with different departments to achieve strategic goals.

• Technology Expertise: Deep knowledge of CRM systems and sales enablement tools, with the ability to optimize and streamline sales technology integrations.

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $163,500 - $200,000, depending on level of relevant experience, plus discretionary bonus.

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