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About the Role

Optimatum Solutions is seeking a Sales Enablement Associate to make a tangible impact in a dynamic, growing company. This role blends sales support, CRM ownership, and marketing execution with market and M&A/PE research, offering autonomy to shape revenue growth.

Responsibilities

• Own CRM data integrity to ensure accurate pipelines, reporting, and client tracking
• Design and refine sales materials that directly influence client engagement and deal success
• Execute marketing campaigns across social media and email, bringing creative ideas to life and measuring their impact
• Research M&A, Private Equity, Healthcare, and related sectors to fuel thought leadership and sales materials
• Manage client relationships and expansion efforts with a proactive, independent approach
• Maintain organized electronic file systems to effectively monitor and track administrative and business development activities
• Draft thought leadership content based on research findings
• Assist in developing and executing marketing materials by segment
• Coordinate business development events and meetings
• Conduct ongoing research on M&A, Private Equity, Healthcare, and related sectors using publicly available and industry sources
• Review and synthesize insights from industry publications on a weekly, monthly, or quarterly cadence
• Extract key data points for use in marketing communications and sales materials
• Provide sales-related administrative support to senior management as needed

Requirements

• Bachelor's degree required
• Minimum of 2 years of work experience in a similar capacity (sales support, marketing, research, or related field)
• Prior experience in Private Equity, Investment Banking, M&A, or Sales Support desired, not required
• Interest in M&A, PE, Finance, and/or Healthcare/Benefits preferred
• Prior course experience in Finance and/or with Private Equity is highly desirable
• Strong technical proficiency in CRM systems and MS Office
• Strong research, synthesis, and presentation skills, paired with sharp attention to detail
• Ability to execute marketing strategies across multiple platforms
• Comfortable with unstructured problems and competing priorities across multiple workstreams
• Ability to work independently as well as within a team environment
• Excellent interpersonal, presentation, verbal and written communication and listening skills
• Knowledge and familiarity with project management tools and processes
• Energy and commitment to deliver high quality results in condensed timeframes

Skills

• CRM systems
• MS Office
• Research
• Synthesis
• Presentation
• Marketing strategies
• Project management tools and processes

Location

• New York City
• Midtown

Work Type

• Fully in-office
• Five days a week

Experience Level

• Minimum of 2 years of work experience

Education Level

• Bachelor's degree required
• Master's degree/equivalent a plus

Salary/Compensations

• $75,000-$110,000

Benefits

• 401(k)
• 401(k) matching
• Competitive salary
• Dental insurance
• Employee discounts
• Health insurance
• Paid time off
• Vision insurance
• Salary and bonus
• Comprehensive Healthcare Coverage – Medical, Dental, Vision, Life Insurance, STD & LTD
• Flexible time off policy including vacation, personal days and holidays

About the Company

• Optimatum is a leading vendor management firm, delivering savings for the HR supply chain since 2007.
• We are the first company in the market to bring best practices in vendor management to HR Supply Chain operations: Employer-Sponsored Healthcare, Retirement, HR Systems, and M&A/Transitional Services.
• We design and execute harmonization strategies and provide active management and oversight to help clients create and capture value.
• Our end-to-end point solutions are seamless to implement and maintain and drive operational efficiency through vendor accountability.
• We're a high-performing, entrepreneurial organization built on a foundation of client focus and innovation.
• Our culture celebrates individuality, inclusion, and collaborative growth.
• At Optimatum, you'll find an environment that encourages continuous learning and personal development without the constraints of corporate bureaucracy.
• Every team member plays a meaningful role in driving our success and is recognized for their unique strengths and contributions.

Equal Opportunity

• Optimatum Solutions is an Equal Opportunity Employer.
• We are committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, veteran status, marital status, or any other characteristic protected by applicable federal, state, or local law.
• All employment decisions are based on qualifications, merit, and business need.