Charles Schwab

Manager, Field Enablement- DAF

Charles Schwab$90K — $120K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5 years of experience with sales technology implementations, specifically Salesforce or CRM support.
  • Experience creating and delivering training and enablement programs for sales teams.
  • Strong problem-solving abilities with a focus on practical solutions.
  • History of building relationships with sales leaders and technology partners.
  • Proficient at influencing and aligning diverse stakeholders in a matrixed organization.
  • Proficient with Salesforce, Marketo, Allego, and Microsoft Office tools, particularly PowerPoint and Excel.
  • Strong organizational skills with the ability to manage multiple priorities effectively.

Responsibilities

  • Partner with sales leadership and technology teams to identify and develop scalable solutions.
  • Act as a subject matter expert on Salesforce and sales enablement technologies, translating needs into actions.
  • Support technology launches and adoption strategies to improve sales readiness.
  • Analyze business data and insights to find opportunities for improvement.
  • Manage daily operations of sales technology, including reporting and data integrity.
  • Develop and distribute educational materials and playbooks to promote consistency and adoption.
  • Coordinate compliance support and readiness activities for go-to-market launches.

Benefits

  • Eligible for bonus or incentive opportunities.
  • Focus on in-office collaboration, requiring presence in Westlake, OR or Austin, TX.
  • Engagement with cross-functional teams enhances professional network and opportunities for learning.
Full Job Description
Your Opportunity

*In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities* 

 

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s): Westlake OR Austin, TX 

 

What You'll Do

 

As a Manager, Field Enablement, you will help accelerate the effectiveness of our Activation & Partnerships organization by delivering scalable sales enablement capabilities, technology solutions, and educational resources that improve advisor, donor, and partner engagement. You will serve as a key partner to business, technology, training, and knowledge management teams to enhance sales readiness, drive technology adoption, and support business growth.

  • Partner with sales leaders, technology teams, and cross-functional stakeholders to identify business needs and develop scalable solutions.
  • Serve as a subject matter expert for Salesforce and sales enablement technologies, translating field needs into technology enhancements, education, and operational support.
  • Support technology launches, communications, and adoption strategies that improve sales readiness and effectiveness.
  • Analyze feedback, data, and business insights to identify opportunities for process improvements and platform enhancements.
  • Manage day-to-day sales technology operations, including reporting, permissions, data integrity, account assignments, and operational support.
  • Create and deliver educational resources, playbooks, and enablement materials that drive adoption and consistency.
  • Coordinate knowledge management, compliance support, and go-to-market readiness activities.
  • Drive utilization of Salesforce, Marketo, Allego, Tableau reporting, and related enablement platforms.
  • Communicate effectively with diverse stakeholders to align priorities and drive execution.
  • Support continuous improvement initiatives that strengthen sales productivity and business outcomes.

 

What you have

Required Qualifications

  • 3–5 years of experience serving as a subject matter expert for sales technology implementations, launches, and ongoing Salesforce or CRM platform support.
  • Experience developing and delivering technology education, communications, and enablement programs for sales organizations.
  • Demonstrated problem-solving skills with the ability to identify issues and implement practical solutions.
  • Experience building trusted relationships with sales leaders, technology partners, and cross-functional stakeholders.
  • Proven ability to influence, align, and build consensus across a highly matrixed organization.
  • Self-starter with strong organizational skills and the ability to manage multiple priorities independently.
  • Excellent written, verbal, presentation, and interpersonal communication skills.
  • Advanced proficiency with Salesforce, Marketo or Marketing Cloud, Allego or similar sales enablement platforms, webinar solutions, and Microsoft PowerPoint, Excel, Lists, and Teams.
  • Strong project management and go-to-market execution experience.
  • Bachelor’s degree.
  • Ability to travel up to 10%.

Preferred Qualifications

  • Experience supporting field enablement, sales operations, sales readiness, or revenue enablement organizations.
  • Experience driving CRM adoption and process optimization initiatives.
  • Working knowledge of Tableau reporting or business intelligence tools.
  • Experience partnering with training, knowledge management, marketing, or digital solutions teams.
  • Experience supporting charitable planning, wealth management, financial services, or advisor-facing organizations.

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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