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Director, Revenue & Operational Enablement
Director, Revenue & Operational EnablementWatercress Financial Group LLC • West Des Moines, IA, US
Director, Revenue & Operational Enablement

Director, Revenue & Operational Enablement

Watercress Financial Group LLC • West Des Moines, IA, US
23 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Description :

The Revenue and Operational Enablement is responsible for designing, implementing, and managing comprehensive enablement programs that drive revenue growth, operational efficiency, and professional development across the organization, with a strong emphasis on sales effectiveness in a financial services environment. This role balances training initiatives with the development of onboarding programs, support for change management and communications, content facilitation, and the delivery of modern methodologies and modalities for learning—such as blended learning, microlearning, virtual simulations, and interactive e-learning—for both Watercress Financial associates and external contractors. The ideal candidate will leverage technologies and learning platforms (e.g., LMS like Cornerstone or Docebo, content tools like Articulate Rise) to create scalable solutions, gather business requirements, document processes, develop materials and learning paths, and participate in contractor council sessions to incorporate feedback on enhancing financing presentation and delivery. With a proven background in sales enablement within the financial sector, the manager will enhance employee and partner performance, foster leadership capabilities, and ensure sales, operations, compliance, and support teams have the tools, knowledge, and strategies needed for business success, while aligning initiatives with revenue goals and operational agility.

RESPONSIBILITIES

Learning Strategy & Program Development

  • Design and execute enablement initiatives that support organizational goals, with a primary focus on revenue enablement, sales productivity, and operational optimization.
  • Develop comprehensive onboarding programs for new associates and contractors, including structured learning paths that cover product knowledge, compliance, sales processes, and financing utilization.
  • Support change management efforts by creating communication plans, facilitating adoption of new tools / processes, and delivering targeted training to minimize disruptions and maximize buy-in.
  • Expand programs to include leadership development, customer service, technical skill-building, and contractor-specific enablement across departments, incorporating best practices in adult learning principles and instructional design.
  • Stay current on trends, innovations, and technologies in enablement (e.g., AI-driven personalization, gamification) within the financial industry, evaluating and integrating learning platforms to enhance delivery.

Sales Training & Performance Enablement

  • Create and deliver training programs to improve sales techniques, product knowledge, customer relationship management, and financing presentation skills for associates and contractors.
  • Partner with sales leadership and field teams to identify performance gaps, develop tailored coaching programs, and implement short-term and long-term strategies for contractor onboarding, activation, and ongoing financing utilization maximization.
  • Facilitate content development, including documentation of company processes, creation of sales playbooks, video tutorials, and interactive modules, while gathering business requirements from stakeholders to ensure relevance.
  • Participate in contractor council sessions to solicit feedback on enablement needs, refining materials to better equip partners in delivering financing solutions effectively.
  • Company-Wide Enablement Delivery

  • Develop and facilitate workshops, e-learning modules, blended learning solutions, and virtual / in-person sessions across all business units, tailored for both internal associates and external contractors.
  • Provide leadership coaching, peer mentoring, and development opportunities for managers and emerging leaders, emphasizing soft skills like communication and collaboration alongside hard skills in financial compliance and operational tools.
  • Leverage modern modalities (e.g., mobile learning apps, VR simulations for sales scenarios) to deliver engaging, accessible training that supports revenue-generating activities and operational workflows.
  • Collaborate with cross-functional teams (e.g., marketing, operations) to align enablement with broader revenue operations, including CRM training and process documentation.
  • Evaluation & Continuous Improvement

  • Establish KPIs and metrics (e.g., training ROI, adoption rates, revenue uplift from enablement) to evaluate program success, using data analytics to measure impact on sales performance and operational efficiency.
  • Gather ongoing feedback through assessments, surveys, and contractor sessions to refine programs, ensuring they evolve with business needs and drive measurable outcomes.
  • Partner with HR, sales, and operations leaders to integrate enablement with performance management, career development, and change initiatives, fostering a culture of continuous learning.
  • Requirements : QUALIFICATIONS

  • Bachelor’s degree in Business, Human Resources, Education, Instructional Design, or related field (Master’s preferred).
  • 5+ years of experience in sales enablement, training, and development, with at least 3 years in revenue or operational enablement within financial services or a related industry.
  • Proven experience developing onboarding programs, supporting change management, and utilizing learning technologies; familiarity with contractor / partner enablement is a plus.
  • Strong understanding of adult learning principles, instructional design methodologies (e.g., ADDIE, SAM), and e-learning platforms.
  • KNOWLEDGE AND SKILLS

  • Demonstrated success in building and delivering enablement programs that drive measurable business outcomes, such as increased sales conversion rates, faster onboarding times, and improved contractor activation.
  • Technical skills : Proficiency in learning management systems (LMS), content authoring tools (e.g., Articulate, Captivate), data analytics for enablement metrics, and integration of emerging tech like AI for personalized learning paths.
  • Hard skills : Business requirements gathering, process documentation, KPI development, and ROI analysis; knowledge of financial services compliance and regulatory training requirements.
  • Soft skills : Excellent facilitation, coaching, and presentation abilities to engage diverse audiences, including internal teams and external contractors; strong interpersonal and communication skills for change management and stakeholder influence.
  • Sales mindset with the ability to apply enablement across functions, linking initiatives to revenue goals through strategic thinking and cross-functional collaboration.
  • Project management expertise to handle multiple priorities in a fast-paced environment, with a data-driven approach to program evaluation and iterative improvement.
  • Ability to learn quickly about all company areas, synthesize feedback, and adapt content for technical (e.g., CRM proficiency) and soft (e.g., negotiation tactics) skill development.
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    Director Revenue Enablement • West Des Moines, IA, US

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