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Hagerty

Manager of Field Sales Enablement

Reposted 20 Hours Ago
Remote
Hiring Remotely in USA
Mid level
Remote
Hiring Remotely in USA
Mid level
Manage and optimize tools and processes for sales teams, lead cross-functional projects, and enhance the sales experience while utilizing Salesforce and Tableau for data reporting and insights.
The summary above was generated by AI

As Manager of Field Sales Enablement, you will be responsible for driving the development, optimization, and delivery of the tools, processes, and sales experiences that enable Hagerty’s B2B distribution partners and field sales teams to succeed. Acting in a product-owner capacity for field-facing workflows and sales initiatives, this role ensures that sales needs are translated into clear requirements, actionable plans, and well-executed solutions that support the organization’s growth strategies.

This role leads cross functional projects, enhances the agent and field experience, oversees book roll activities, manages comparative rater integrations, and supports the continuous improvement of sales processes. The Manager of Sales Enablement works closely with leadership, technology teams, underwriting, operations, and field sales to prioritize enhancements, remove friction, and deliver solutions that improve efficiency and partner satisfaction.

In addition, the role provides supporting data capabilities, including developing Salesforce dashboards, leveraging Tableau insights, and ensuring alignment between Salesforce and Tableau reporting. The position also partners on Salesforce Sales Cloud email campaigns by enabling audience pulls, campaign setup, content preparation, and reporting to support targeted outreach and engagement efforts.

Ready to get in the driver’s seat? Join us!

What you’ll do

Product & Process Ownership (Field-Facing Tools and Workflows)

  • Act as product owner for field-facing workflows, ensuring enhancements align with business goals and agent needs.
  • Translate field insights and strategic priorities into clear requirements and user stories.
  • Partner with Technology, Operations, Product, and Underwriting to evolve systems, processes, and integrations that support the sales journey.
  • Identify friction in the sales process and lead continuous improvement initiatives to enhance efficiency and partner experience.
  • Oversee end-to-end book roll activities to ensure seamless partner transitions and operational readiness.
  • Manage third-party comparative rater integrations to support quoting accuracy and distribution effectiveness.

Data & Reporting Support (Supporting, Not Primary)

  • Build and maintain Salesforce reports and dashboards that support sales leadership and field performance.
  • Use Tableau to interpret and visualize sales data, identifying trends or performance gaps as needed.
  • Ensure Salesforce and Tableau reporting remain aligned and consistent across datasets.
  • Work with enterprise data teams to help validate data quality and improve data flows supporting sales insights.

Salesforce Campaign Partnership (Sales Cloud)

  • Partner with sales leadership to initiate targeted Salesforce email campaigns.
  • Pull, refine, and validate campaign audiences using Salesforce data.
  • Load and configure content, audience lists, and supporting assets within Salesforce campaigns.
  • Provide performance reporting and insights to help optimize outreach and drive agent engagement.
Prerequisites
  • Proven of experience in sales enablement, sales operations, or sales technology.
  • Experience managing or owning Salesforce or similar CRM systems.
  • Strong project management and cross-functional leadership abilities.
  • Ability to interpret data and build dashboards.
  • Excellent communication and training skills.
  • Experience supporting field sales or B2B distribution.
  • Bachelor’s degree in business, marketing, technology, or related field.

This might describe you

  • Experience in insurance, automotive, financial services, or membership-based industries.
  • Familiarity with comparative raters, quoting platforms, or rating engine integrations.
  • Experience leading book rolls or account transitions.
  • Salesforce Administrator certification.
  • Instructional design or adult learning experience.
Other things to note
  • This role can be worked from any U.S. remote location.
  • Travel up to 10-20% for field meetings, training or partner engagements.
  • High visibility across Technology, Operations, Product and Sales leadership.
  • Opportunity to shape and modernize Hagerty’s B2B sales technology and distribution capabilities.
  • Familiarity with public company requirements, including Sarbanes Oxley and key regulations, if applicable. For SOX compliant roles, responsible for designing, executing, and documenting internal controls where they have been identified as owners to prevent errors in financial reporting, processes, and business operations. Including attestation to the completeness, accuracy, and compliance of all financial reporting data, where applicable.
Say hello to Hagerty

Hagerty is an automotive enthusiast brand and the world’s largest membership organization. Along with being a best-in-class provider of specialty insurance for enthusiasts, Hagerty is also home to the Hagerty Drivers Foundation, Garage + Social, Hagerty Drivers Club, Marketplace and so much more. Committed to saving driving for future generations, each and every thing Hagerty does is dedicated to the love of the automobile.

Hagerty is a rapidly growing company that values a winning culture. We provide meaningful work for and invest in every single team member.

At Hagerty, we share the road. We are an inclusive automotive community where all are welcomed, valued and belong regardless of race, gender, age, or car preference.  We are united by our shared passion for driving, our commitment to preserve car culture for future generations and our desire to make a positive impact in the world.

If you reside in the following jurisdictions: California, Colorado, District of Columbia, Hawaii, Illinois, Maryland, Minnesota, Nevada, New York, New Jersey, Ohio, Rhode Island, Vermont, Washington, or Canada please email [email protected] for compensation, comprehensive benefits and the perks that set us apart. 

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If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

Top Skills

Salesforce
Tableau

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