Sales Enablement Analyst

First Western is seeking a Sales Enablement Analyst to join our team!

Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team.

As a Sales Enablement Analyst at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Denverteam to deliver comprehensive solutions that exceed client expectations.

If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today.

What You Will Do:

• Drive adherence to sales strategies and programs through activities including evaluating opportunities, assigning leads, pipeline reviews, and weekly and monthly reporting.
• Serve as the primary point of contact for all CRM-related sales and marketing needs and enhancements, including the management of CRM enhancement requests, ensuring data accuracy, and owning the development and delivery of all CRM-based sales and marketing reports.
• Design, maintain, and optimize CRM reporting dashboards; deliver regular sales performance metrics and insights to sales enablement leadership to inform strategic decision-making.
• Drive CRM adoption across sales and marketing teams by creating and delivering training programs, establishing and enforcing standard operating procedures, and facilitating feedback mechanisms to support continuous improvement.
• Develop sales materials and oversight management tools to support growth initiatives, including the assessment, recommendation and leading sales optimization opportunities.
• Collaborate cross-functionally with key stakeholders, including Finance, Human Capital, and Sales, to align enablement initiatives with organizational priorities and ensure compliance with internal policies and regulatory requirements.
• Provide administrative support to the sales team, including preparing meeting agendas and content.
• Support monthly incentive compensation reporting and quarterly incentive compensation calculations, alignment, and success of program.

What You Bring:

• Sales enablement strategy development and execution.
• Ability to manage integrity of large amounts of data in a CRM environment.
• Experience with Microsoft Dynamics CRM, preferred
• Effective interdepartmental communication.
• Expert use Microsoft Excel to gather, organize, and present data.
• Proven record of successful sales enablement through CRM data management.
• Ability to structure sales compensation plans using CRM data to align with company goals.
• Maintain a strong sense of self-motivation and accountability.

Education Level Education Details Required/Preferred
Bachelor's Degree Business, Finance, Information Technology, Analytics, or related field Required

Experience Level Experience Details Required/Preferred
3-5 years Experience in using data to inform sales goals and data maintenance. Required
3-5 years Experience in sales related roles. Required

What You Receive:

At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program.

Pay Range: $86,000 - $138,000/YR

Job Classification:Full-Time Exempt

*Actual offer will be based on experience, location, education, and/or skills*

- Strong Bonus Potential
- 401(k) Plan with Match
- Paid Parking/Transportation Benefits
- Access to Training & Professional Development Programs
- Sponsorship for Obtaining Professional Certifications
- Flex Spending Accounts
- Health Savings Account
- Health & Wellness Benefits
- Paid Time-Off+ Bank Holidays

Interested in learning more and seeing how we connect? Visit us today at: https://myfw.com/careers/

Questions? Contact us at Talent.Management@myfw.com

First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply.

First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact Talent.Management@myfw.com.