Sales Enablement Operations Manager

SoFi SoFi · Fintech · Charlotte, NC · HL Sales

Sales Enablement Operations Manager at SoFi, supporting the Home Loans organization by owning the operational execution of sales enablement programs. This role focuses on driving loan production, improving sales efficiency, and strengthening relationships with real estate partners by ensuring loan officers have timely access to compliant tools, resources, events, and marketing support.

What you'd actually do

  1. Own execution of local market events and tradeshows that support brand awareness and real estate partner engagement
  2. Curate and distribute approved social media content for loan officers across platforms such as LinkedIn, Facebook, and Instagram
  3. Partner with loan officers on market-specific collateral requests to support events, real estate partners, seminars, sponsorships, and local initiatives
  4. Support onboarding of new loan officers by partnering with training teams to ensure access to tools, resources, and enablement materials

Skills

Required

  • Bachelor’s degree in Marketing, Business Administration, or a related field, or equivalent professional experience
  • 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

What the JD emphasized

  • 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
  • High attention to detail with the ability to execute operational processes consistently and accurately