Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives.
With over $192 billion in assets under management as of June 30, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.
Together with over 820 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visitwww.blueowl.com.
This role is in office Monday to Friday.
The Role:
As the Global Private Wealth Head of Sales Enablement, you will be a vital contributor to our success by providing the tools, resources, and training needed to empower our distribution teams. The role will focus on enhancing the efficiency and effectiveness of our sales processes, ensuring technology alignment between sales and marketing initiatives, and fostering continuous learning and development within the organization. This role requires a visionary leader with a proven track record of success in sales enablement, CRM implementation, and business intelligence, as it plays a pivotal role in bridging the gap between sales strategy and execution. You will be responsible for leading a team to define and execute strategies (in close coordination with key stakeholders and leadership) that enable our sales teams, optimize our CRM platform, and help drive related strategy across Private Wealth distribution, both domestic and internationally. This will include aligning priorities, conveying vision and articulating an end-state experience to key business partners and support partners (e.g. IT) as well as third party vendors. Additionally, maintaining a repository of sales resources and measuring the effectiveness of sales enablement initiatives to continuously adapt and improve sales strategies.
In addition, an expert level of knowledge of the inner workings of Salesforce and the full suite of products that can interface with the system is required. The candidate must have extensive knowledge of all supporting business groups and technology and must have a client service mindset to deliver an enhanced user experience.
The role will report directly to the COO of the Global Private Wealth business and work closely with other senior stakeholders.
Responsibilities:
Define and implement a comprehensive sales enablement strategy that empowers the global sales and strategic partnership teams with the tools, resources and processes needed to drive revenue growth.
Collaborate and align with cross-functional teams (global sales and distribution, marketing, analytics, strategic partnerships, etc) to understand their requirements while institutionalizing and centralizing our sales enablement capabilities, processes, and tools.
Work with key stakeholders to develop and implement and drive adoption of critical tools to enhance sales and marketing effectiveness and productivity.
Oversight of CRM and related vendor services (e.g., Salesforce.com).
Manage the sales enablement content repository and ensuring accessibility to success stories, case studies and product guides/playbooks (e.g., Allego)
Stay current on CRM innovation and design, refine and communicate a clear vision of how potential enhancements can be applied. Evaluate and recommend other sales enablement tools, technologies, and platforms that enhance the productivity and effectiveness of the sales team. Provide training on these tools to maximize adoption and proficiency.
Collaborate with technology to continuously enhance an effective data architecture for the sales enablement platform and tools.
Provide leadership and direction to define business needs, align core IT support and operations with third party vendors.
Demonstrate excellent interpersonal and communications skills, both verbally and in writing, and the ability to work directly with sales professionals and other team members across regions.
Qualifications:
Bachelor’s degree in business/finance, engineering, computer science, data sciences, or related fields.
10-12 years of experience leading CRM/Sales Enablement Strategy in a global asset management or wealth management related capacity
Strong understanding of the Salesforce CRM and related technology landscape, best practices, data architecture design, implementation and integration
Detailed understanding of the sales business process from lead generation, pipeline management, sales forecasting and client service models.
Knowledge of alternative investments/private markets preferred
Ability to translate business needs and use cases into technical specs and functional requirements
Experience working with large datasets from multiple sources, specifically with 3rd party data such as SalesConnect, firm level reports, and data packages
Proficiency in Microsoft Office (Excel, Powerpoint, Word), Salesforce CRM system, experience in data analysis and reporting, Tableau design and reporting experience and SQL
Exceptional work ethic, attention to detail, positive attitude and collaborative team-oriented disposition
Strong verbal and written communication skills with the ability to grasp and distill complex concepts
Self-driven individual who thrives in a fast-paced environment where multi-tasking is required
High degree of discretion with the ability to handle proprietary and/or sensitive information regularly and with integrity
Excellent collaboration and communication skills and ability to work across all levels of the Firm
It is expected that the base annual salary range for this New York City-based position will be 175,000 to 225,000. Actual salaries may vary based on factors, such as skill, experience, and qualification for the role. Employees may be eligible for a discretionary bonus, based on factors such as individual and team performance.
Blue Owl is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.