Focus Financial Partners

Sales Enablement Associate

Chicago, IL

Sponsorship not specified$29k-$38kDetected 7 days ago

Data AnalysisData VisualizationSalesforceCRMSalesExcelCustomer SupportCollaboration

About the role

Origin Investments is a leading real estate investment manager with over $3.3 billion in assets under management.
With 17 years of proven track record and over 4,000 investors, we specialize in multifamily real estate investments in high-growth markets across the Sunbelt and West, delivering superior risk-adjusted returns to our institutional and high-net-worth investors.
This is an onsite position - 4 days in office.

Operational and Administrative Support
Maintain rigorous activity tracking and follow-up systems in Salesforce so no high-potential prospect falls through the cracks; run weekly activity reviews with reps and provide clean summaries to leadership.
Own Salesforce data quality and structure for the B2B team - ensuring Account and Contact records are clean, properly tiered (A/B/C), tagged by product interest, and optimized for territory management and prospecting.
Build and maintain Salesforce list views, reports, and dashboards that give reps clear daily priorities - who to call, which product they're interested in, and where they are in the process.
Client and Sales Support
Serve as the bridge between the sales team and internal operations, data analytics, and product teams to ensure reps have the information and support they need.
Collaborate with the Data Analytics Manager on technical integrations (APIs, data flows between Salesforce, Juniper Square, Ultimus, and CAIS) and provide market feedback from the field to leadership.

Experience & Background
No FINRA licenses required.
4+ years of experience in financial services, sales operations, sales enablement, or a technical support role. Experience supporting a sales team in asset management, private markets, or RIA distribution strongly preferred.
Demonstrated experience working with CRMs (Salesforce strongly preferred), data from multiple systems, building reports/dashboards, and supporting quota-carrying sales professionals.
Education & Licensing

run weekly activity reviews with reps and provide clean summaries to leadership.
Organize and segment investor data to maximize the impact of Origin's real estate products for sales teams.
Prepare meeting materials, pitch decks, and one-pagers for rep meetings and roadshows
coordinate investor information and follow-up to move prospects through the pipeline.
Stay current on private real estate strategies, competitor offerings, and market trends to help reps position Origin effectively against alternatives.
Continuously improve processes, playbooks, and enablement materials to help the five B2B reps operate at the highest level.
4+ years of experience in financial services, sales operations, sales enablement, or a technical support role.
Experience supporting a sales team in asset management, private markets, or RIA distribution strongly preferred.

Advanced proficiency in Microsoft Excel (pivot tables, data analysis, VLOOKUP/XLOOKUP) and comfort with data from multiple platforms.
Familiarity with platforms such as CAIS, iCapital, Juniper Square, or Ultimus is a strong plus.
About Focus Financial Partners
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here

Base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.

This listing is sourced directly from Focus Financial Partners's careers page and normalized into a canonical job model.