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The Sales Enablement Manager / business analyst supports Heitman’s capital-raising and client service teams by providing insights, structure, and operational support across the sales lifecycle. This role focuses on tracking results, managing the sales funnel, supporting the sales team’s prospecting efforts, and enabling execution through data, technology, content, and cross-functional collaboration.
Job Responsibility
Track and analyze capital raising results, sales performance, pipeline health, and funnel progression
Manage sales funnel reporting, forecasts, and dashboards across Heitman’s product suite to support leadership decision-making
Contribute to firmwide communications effort to provide visibility into capital raising efforts and results
Create and maintain firm-level presentations to report capital raising results on a periodic basis
Provide day-to-day analytical and operational support to the sales team, including assistance with prospecting and industry research
Own and manage the Client Service & Marketing subscription budget, including managing relationships with third-party vendors and platforms
Regularly assess tool utilization and consolidate or optimize subscriptions as the organization scales
Support the implementation and optimization of the new Juniper Square technology solution
Work with the capital raising and client service teams to drive adoption of the new technology platform
Develop and refine sales content, messaging, and enablement materials in collaboration with product and marketing
Coordinate and support technical and product training for capital raising team and other stakeholders
Coordinate client service and marketing team meetings, including production of materials in support of sales team meetings and product deep divers
Partner with marketing, client service, product and technology to ensure technology solutions are aligned across business.
Requirements
5+ years of experience in sales enablement, capital markets, investor relations, or related roles within real estate investment management, asset management, or financial services
Strong understanding of real estate investment structures, fund strategies, and the institutional fundraising process
Proven experience building enablement programs that support revenue or capital formation goals
Exceptional written and verbal communication skills
ability to simplify complex financial concepts
Experience working cross-functionally with senior stakeholders.
Nice to have
Experience supporting institutional fundraising or alternative investments (real assets, private equity, private credit)
Familiarity with CRM and enablement platforms (e.g., Juniper Square, Salesforce, Preqin, eVestment, With Intelligence)
Relevant advanced degrees or certifications
Background in finance, economics, real estate, or related quantitative disciplines.
What we offer
Bonus eligible and participate in a generous annual bonus plan
Competitive compensation and a leading-edge, human-centric benefits package.