Sales Enablement Associate
Potomac, Bethesda, MD, United States
The Opportunity
At Potomac, we're not for everyone-and that's by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don't need handholding to make things happen.
We're a boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel
Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk
.
Summary
The Sales Enablement Associate owns the systems, workflows, and quality controls that power Potomac's 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 Do
Own the Sales Operations and Advisor Experience.
Maintain data integrity across HubSpot, including data cleaning, imports, normalization, and reporting
Build and manage reliable, leadership ready sales and advisor reporting
Execute and reconcile commissions and flow related processing with accuracy and timeliness
Develop expense management workflows for sales, including per salesperson budget tracking and deal/event expense attribution
Manage transactional email programs across regions, including integrations, execution, and compliance coordination
Own end to end snail mail campaigns, including vendors, integrations, targeting, and execution
Design, execute, and continuously improve the advisor experience, including new customer onboarding, milestones, swag, and lifecycle touchpoints
Implement and maintain quality control processes across all advisor outreach to ensure accuracy, consistency, and brand alignment
Identify process gaps and proactively drive operational improvements across sales and advisor workflows
Qualifications
Bachelor's degree required; relevant experience may be considered in lieu of degree
5-10 years of experience in Sales Operations, Revenue Operations, or a closely related role
Deep hands on experience with HubSpot; FINTRX experience strongly preferred
Experience managing data integrity, commissions, sales reporting, and CRM workflows
Strong attention to detail with the ability to operate independently and own outcomes
Financial services, asset management, or advisor focused experience preferred
The 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 you're looking for a slow pace and low volume, this isn't for you.
If you want to drive, build, and scale, this is your shot.
Benefits:
Medical insurance
Vision insurance
Dental insurance
Health savings account option
401(k) & other retirement benefits
Paid maternity leave
Paid paternity leave
Commuter benefits
Disability insurance
Paid time off
PI1ede2267ad96-2041
At Potomac, we're not for everyone-and that's by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don't need handholding to make things happen.
We're a boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel
Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk
.
Summary
The Sales Enablement Associate owns the systems, workflows, and quality controls that power Potomac's 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 Do
Own the Sales Operations and Advisor Experience.
Maintain data integrity across HubSpot, including data cleaning, imports, normalization, and reporting
Build and manage reliable, leadership ready sales and advisor reporting
Execute and reconcile commissions and flow related processing with accuracy and timeliness
Develop expense management workflows for sales, including per salesperson budget tracking and deal/event expense attribution
Manage transactional email programs across regions, including integrations, execution, and compliance coordination
Own end to end snail mail campaigns, including vendors, integrations, targeting, and execution
Design, execute, and continuously improve the advisor experience, including new customer onboarding, milestones, swag, and lifecycle touchpoints
Implement and maintain quality control processes across all advisor outreach to ensure accuracy, consistency, and brand alignment
Identify process gaps and proactively drive operational improvements across sales and advisor workflows
Qualifications
Bachelor's degree required; relevant experience may be considered in lieu of degree
5-10 years of experience in Sales Operations, Revenue Operations, or a closely related role
Deep hands on experience with HubSpot; FINTRX experience strongly preferred
Experience managing data integrity, commissions, sales reporting, and CRM workflows
Strong attention to detail with the ability to operate independently and own outcomes
Financial services, asset management, or advisor focused experience preferred
The 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 you're looking for a slow pace and low volume, this isn't for you.
If you want to drive, build, and scale, this is your shot.
Benefits:
Medical insurance
Vision insurance
Dental insurance
Health savings account option
401(k) & other retirement benefits
Paid maternity leave
Paid paternity leave
Commuter benefits
Disability insurance
Paid time off
PI1ede2267ad96-2041