Manager, Field Enablement- DAF

At DAFgiving360™, our mission is to increase charitable giving in the U.S. through donor-advised funds, philanthropic solutions, and charitable planning resources. We empower donors, advisors, and partners to make a greater impact through strategic philanthropy.

DAFgiving360 has entered into a services agreement with Charles Schwab & Co., Inc. for administrative and human resources support. This position is a Charles Schwab employee role dedicated to supporting DAFgiving360’s business objectives.

• 3–5 years of experience serving as a subject matter expert for sales technology implementations, launches, and ongoing Salesforce or CRM platform support.
• Experience developing and delivering technology education, communications, and enablement programs for sales organizations.
• Demonstrated problem-solving skills with the ability to identify issues and implement practical solutions.
• Experience building trusted relationships with sales leaders, technology partners, and cross-functional stakeholders.
• Proven ability to influence, align, and build consensus across a highly matrixed organization.
• Self-starter with strong organizational skills and the ability to manage multiple priorities independently.
• Excellent written, verbal, presentation, and interpersonal communication skills.
• Advanced proficiency with Salesforce, Marketo or Marketing Cloud, Allego or similar sales enablement platforms, webinar solutions, and Microsoft PowerPoint, Excel, Lists, and Teams.
• Strong project management and go-to-market execution experience.
• Bachelor’s degree.
• Ability to travel up to 10%.

• Experience supporting field enablement, sales operations, sales readiness, or revenue enablement organizations.
• Experience driving CRM adoption and process optimization initiatives.
• Working knowledge of Tableau reporting or business intelligence tools.
• Experience partnering with training, knowledge management, marketing, or digital solutions teams.
• Experience supporting charitable planning, wealth management, financial services, or advisor-facing organizations.