Sales Enablement & Field Insights Lead

Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.  

While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. 

Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). 

Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com. 

Responsibilities:

Field Communication & Feedback Loop

• Serve as the primary conduit for information flowing to and from frontline sales teams.

• Deliver relevant updates on CRM enhancements, marketing strategies, sales reporting, third-party intelligence, and operational process changes.

• Actively gather and synthesize feedback from Relationship Managers, Market Leaders, and Sales Support teams to inform CRM development, enablement strategies, and tool enhancements.

• Partner with stakeholders across Marketing, Product, and Technology to align communication and prioritize frontline needs.

CRM Adoption & Sales Process Optimization

• Driven Salesforce CRM adoption by ensuring it is intuitive, efficient, and aligned to sales workflows.

• Lead initiatives to enhance CRM usability and ensure data integrity for forecasting and opportunity management.

• Collaborate with Business Enablement and Sales Ops to identify and implement process improvements that reduce friction, increase efficiency, and accelerate speed-to-revenue by X%.

• Recommend automation opportunities to eliminate manual tasks and improve pipeline visibility.

Centralized Sales Collateral & Resource Hub

• Lead the design, implementation, and ongoing management of a centralized sales enablement hub for housing collateral, tools, dashboards, onboarding guides, and product materials.

• Ensure content is easy to access, logically organized, brand-compliant, and frequently updated in collaboration with Marketing, Product, and Compliance partners.

• Monitor usage metrics and user behavior to optimize content strategy and improve field engagement.

Sales Intelligence & Reporting Enablement

• Collaborate with Sales Ops, Business Enablement and Data Analytics to ensure relevant insights—such as client revenue trends, wallet share, cross-sell opportunities, and pipeline health—are accessible and actionable.

• Facilitate the use of reporting tools and dashboards by frontline teams to inform strategic decision-making and deepen client relationships.

• Work with stakeholders to promote data-driven approaches that contribute to achieving revenue growth targets of Y% and beyond.

Qualifications:

• 5–7 years of experience in commercial or corporate banking, sales operations, sales enablement, or CRM program management.

• Demonstrated experience delivering strategic value to frontline sales teams and managing communications across complex stakeholder groups.

• Strong working knowl