About Nichols Cauley
Nichols Cauley is a financial services platform dedicated to the small and midsize businessesand the ownersthat keep our local economies moving. We show up for the builders and the doers providing the practical guidance needed to manage protect and grow what theyve worked hard to build. We are a team of people who make big thinking and sophisticated business acumen accessible practical and human.
The Role
We are looking for a proactive associate to serve as the backbone of our growth strategies marketing and sales operations. This role is dedicated to empowering our front-line teams through technology and high-quality resources. You will be an architect within our CRM and the creator of the tools our sales team needs to win.
The Sales Enablement Associate supports marketing and sales efforts by partnering closely with marketing leadership and internal stakeholders. This role requires attention to detail openness to new ideas and the ability to thrive in a highly dynamic environment.
Key Responsibilities
CRM Administration: Serve as the lead administrator for Zoho managing data integrity optimizing sales workflows managing segmentation data and supporting pipeline reporting.
Collateral Development: Design and produce high-impact sales collateral including pitch decks one-pagers and case studies.
Proposal Support: Assist with preparing pursuit templates and core material for proposal and RFP responses. Support teams in completion of high value proposals and RFP responses.
Sales Training: Assist in preparing internal training materials and playbooks to ensure our team is equipped to sell evolving business models.
Team Support: Act as the primary point of contact for sales-related requests ensuring the team has the right materials at the right time.
Minimum Requirements
Bachelors degree
25 years of B2B marketing or sales operations experience
Hands-on experience administering a CRM (Zoho experience preferred)
Proven ability to navigate complex organizations and high levels of ambiguity
Desire to continuously improve and be curious
Highly adaptable and thrives in a dynamic environment
Why join Nichols Cauley
Join a firm that is actively evolving and building something new. This role offers the opportunity to help shape a growing marketing and sales department while working closely with the CMO and crossâfunctional stakeholders. Youll contribute directly to solution development in a forwardâlooking AIâenabled environment that embraces automation and modern technology. We value entrepreneurial thinking fresh ideas and a culture that prioritizes both growth and people.
Benefits
401K Plan with Up To 4% Salary Paid Employer Contributions
Medical Dental and Vision Insurance
Flexible Work Arrangements
Paid Time-Off and Holidays
Flexible Spending Accounts
Paid Parental Leave
Childcare Assistance
Annual Company Store Allowance
Required Experience:
IC
Our team offers the same full-service accounting and consultation as a Big Four firm, but with the personalized attention you would expect from the neighborhood firm.