Employee Applicant Privacy Notice
Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role:
The Sales Enablement Operations Manager supports the Home Loans organization by owning the operational execution of sales enablement programs that drive loan production, improve sales efficiency, and strengthen relationships with real estate partners. This role exists to ensure loan officers have timely access to compliant tools, resources, events, and marketing support needed to grow referral volume and execute effectively in local markets.
The role partners closely with Sales Enablement, Marketing, and Sales Leadership to operationalize enablement strategies, manage sales-related events and brand activations, support social selling and marketing initiatives, and assist with onboarding and administrative enablement activities.
What you’ll do:
Event & Brand Activation Operations
Own execution of local market events and tradeshows that support brand awareness and real estate partner engagement
Manage end-to-end event logistics, including booth coordination, vendor management, signage, food and beverage, and on-site execution
Identify and execute creative in-market brand activation opportunities aligned to existing events and partnerships
Support client appreciation events and local sponsorship activations
Document networking interactions and coordinate post-event follow-up activities, including debriefs and lead engagement support
Social Selling & Digital Enablement
Curate and distribute approved social media content for loan officers across platforms such as LinkedIn, Facebook, and Instagram
Serve as an initial point of contact for loan officers needing guidance on social selling tools, best practices, and content usage
Monitor industry and social media trends within real estate and mortgage markets and prepare summaries for internal stakeholders
Marketing & Sales Support
Partner with loan officers on market-specific collateral requests to support events, real estate partners, seminars, sponsorships, and local initiatives
Coordinate execution of sales contests and incentive programs in alignment with Home Loans strategy teams
Facilitate updates to loan officer web pages and Home Loans landing pages by coordinating with corporate marketing and following established governance processes
Assist with tracking and reporting on marketing and enablement performance metrics
Onboarding & Administrative Enablement
Support onboarding of new loan officers by partnering with training teams to ensure access to tools, resources, and enablement materials
Develop and maintain relationships with real estate brokerages and associations to support recruiting and market expansion efforts
Collaborate with sales leadership to understand recruitment needs and support targeted recruiting initiatives
Participate in interviews and candidate assessments as requested by Sales Enablement leadership
What you’ll need:
Bachelor’s degree in Marketing, Business Administration, or a related field, or equivalent professional experience
5–7 years of directly relevant experience in sales enablement operations, marketing operations, event management, or related roles
Experience managing multiple priorities in a fast-paced, deadline-driven environment
Strong organizational, project management, and communication skills
High attention to detail with the ability to execute operational processes consistently and accurately
Experience working with CRM systems (e.g., Salesforce, Total Expert, Volly, LeadPops, ActivePipe, Bonzo or similar), Microsoft Office tools (Excel, PowerPoint), and social media platforms
Ability to travel to support key tradeshows and in-market events
Nice to have:
Experience supporting sales teams in financial services, mortgage, or real estate environments
Familiarity with loan officer marketing regulations and compliance requirements (e.g., RESPA, Fair Lending, Regulation Z)
Experience coordinating with hotel event staff, tradeshow vendors, and external production partners
Knowledge of local real estate markets and mortgage industry practices