Director, Client Solutions Sales Enablement and Operations
Description
As the Sales Enablement & Operations Director, you’ll be at the center of our go-to-market strategy—building scalable processes, managing new project intake, tracking client engagements and deadlines. You’ll work cross-functionally with Client Solutions leadership, advisors, service line leaders, technology and research to ensure our teams are fully equipped to convert opportunities into long-term client relationships.
Essential duties and responsibilities
Sales Operations
- Lead and manage the new project intake process, to help qualify, triage, and prioritize requests ensuring all pursuits are properly scheduled and resourced
- Track proposal milestones, deadlines, and submissions, coordinating with Solutions and Pursuit Teams to ensure teams are fully supported in delivering timely, compliant, and thorough responses
- Champion continuous process improvement.
- Develop sales forecasts and manage performance reporting using CRM and analytics tools
- Drive CRM adoption and data integrity (e.g., Salesforce), ensuring accurate pipeline and performance metrics
- Collaborate with Finance and Solutions Teams to collect data and create reporting for C-Suite and Leadership team
- Analyze sales trends to identify gaps, risks, and opportunities for growth
- Conduct win/loss debriefs and analysis
Sales Enablement
- Responsible for Solutions Team onboarding, knowledge management, and ongoing training programs
- Oversee core sales systems (e.g., Salesforce, Smartsheet, Tableau, Power BI), ensuring they support team efficiency, reporting accuracy, and pipeline visibility
- Facilitate sales certifications, workshops, and coaching programs that boost sales effectiveness
Strategic Impact
- Serve as a key advisor to Solutions Team leadership, delivering insights that shape go to market strategy and revenue growth
- Track and report enablement KPIs such as time-to-productivity, proposal win rates, and debrief feedback
Requirements
Required:
- 7+ years of experience in sales enablement, sales operations, or pursuit strategy—ideally in commercial real estate, professional services, or complex B2B sales
- Proven ability to manage high volume project intake, pursuit prioritization, and team workflows
- Strong proficiency in CRM and analytics platforms
- Exceptional communication, stakeholder management, and cross-functional leadership skills
Average salary estimate
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