Sr Manager, Field Enablement

Your Opportunity

DAFgiving360™ is an independent nonprofit organization created to increase charitable giving in the U.S. We offer a donor-advised fund program and related philanthropic tools and guidance that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. Since our founding in 1999 as an 501(c)(3) public charity, DAFgiving360 donors have recommended over $44 billion in grants to more than 280,000 charities.

DAFgiving360 has entered into a services agreement with Charles Schwab & Co., Inc. for administrative and other services, including human resources. This position will be an employee of Charles Schwab & Co., Inc. and will be subject to its policies and procedures but will report to and be accountable to DAFgiving360 for day-to-day activities.

We are seeking a Senior Manager of Field Enablement to join the Activation and Partnerships team. This role drives the execution of our strategy to enable sales teams to educate Financial Consultants, clients, and Internal Business Partners on charitable giving vehicles and strategies. This position will support and closely collaborate with Charitable Consulting, Business Development, Marketing Communications, Strategic Partnerships, and Field Enablement peers in the Retail channel to drive our roadmap to deliver growth, engagement, and measurable impact. 

The ideal candidate should be comfortable leveraging insights to curate, package and activate new and existing content for financial consultants, wealth advisors, donors, and internal partners.  You will act as a SME working in close collaboration with DAFgiving360’s Marketing team to inform the development of new content to accelerate lead and opportunity funnels and create deeper engagement with the DAFgiving360 platform. Through your close collaborative partnership with the entire Growth team, you will put best practices into action, support internal education and knowledge management initiatives, and execute through tools like Salesforce, Allego, MySource, and Marketo. 

If this describes your experience and you are excited about joining an organization with the mission to increase giving in the US and build new capabilities that will drive future growth for DAFgiving360 read on!

What you are good at

• Leading field enablement and activation initiatives for a sales organization.
• Delivering impact by leveraging insights and best practices to identify gaps, uncover opportunities, and inform the field enablement strategy and roadmap. 
• Building collaborative partnerships with key stakeholders, cross-functional teams, and senior leaders to gather feedback and ideas for future enhancements to existing programs and platforms and content needs of a sales organization.
• Writing compelling sales communications for various audiences to make it easy for the sales team to communicate with key relationships via 1:1 and 1:many channels.
• Packaging existing marketing content and strategic partnership tools into sales campaign toolkits/playbooks for the team to execute against.
• Partnering with an events team to provide tactical support for events and meetings where sales teams are delivering education on products and services (in-person and virtual).
• Serving as the SME to support internal sales partners with training coordination, knowledge management, compliance monitoring, curating sales presentations by channel, centralizing sales tools and resources and new/existing product go-to-market support.
• Driving sales team adoption of all field enablement tools and channels, e.g. training programs/playbooks, CRM adoption, marketing and social media campaign awareness, templated outreach, event coordination, and outreach in accordance with annual sales engagement plan.
• Excellent communication and presentation skills that allow you to tailor effective communications from the individual contributor to the leadership level.
• Measuring all activities to determine wins/losses and inform the future field enablement roadmap.
• Your proactive nature, sense of urgency, and ability to prioritize critical needs will help you excel in this role.

What you have

• Must have 7-10 years serving in the financial services industry, with a deep understanding of a Branch environment and the educational needs of financial consultants/advisors.
• Experience curating compelling content on advanced wealth management or planned giving topics for financial consultants, wealth advisors, and clients of a Financial Services firm.
• Broad experience creating B2B and B2C sales communications and content, field enablement strategies, and knowledge management resources, with a proven track record for increasing ROI and/or efficiency. 
• Strong curiosity and passion for creative problem solving with the ability to implement solutions thoughtfully and successfully.
• Recognized ability to collaborate and develop trusted relationships with sales leaders and internal business partners.
• Demonstrated ability to influence and build consensus across all levels of a highly matrixed organization.
• Self-starter who thrives in a multifaceted, fast-paced environment with the ability to prioritize time-sensitive assignments and manage deadlines autonomously.
• Outstanding interpersonal skills, including expert presentation and communication skills – both written and oral.
• Advanced proficiency in Salesforce, Marketo/Marketing Cloud, Allego (or a comparable sales enablement tool), Webinar solutions, Microsoft products, especially PowerPoint, Excel, Lists, Teams.
• Superior project management, go-to-market, and organizational skills.
• A sense of purpose, with the desire to make a difference and have fun.
• Bachelor’s degree
• Ability to travel up to 25%