Sales Enablement Specialist at Yodlee – Raleigh, North Carolina

About Yodlee

Yodlee is a leading data aggregation and analytics platform trusted by top financial service providers for over 25 years. Partnering with major banks and financial firms, Yodlee enables businesses to grow and enhance customer satisfaction through innovative financial data solutions. Committed to advancing the financial services industry, Yodlee delivers reliable tools that empower smarter financial decisions. Visit www.yodlee.com to learn more.

About the role

This is an individual contributor role within the Consulting & Delivery organization, responsible for creating Statements of Work (SOWs), proposals, and supporting the overall pre-sales response cycle. The role will contribute to an ongoing Sales Enablement cadence that helps align Sales and Consulting & Delivery on product offerings, competitive positioning, and customer-facing messaging. A key differentiator for this role is hands-on AI enablement: applying practical AI techniques to streamline content development, reduce turnaround time, improve consistency, and enable C&D teams with repeatable AI-assisted workflows (templates, prompt libraries, QA checks, and content reuse).

What you'll do

SOWs, Proposals & Pre‑Sales Support

• Create and deliver Statements of Work (SOWs), proposals, and commercial documentation to support new business and expansions
• Partner cross‑functionally with Sales, Product, Legal, Finance, Delivery, and InfoSec to gather inputs and drive timely approvals
• Maintain and improve reusable templates and standard language to increase speed and consistency

RFP & Due Diligence

• Support intake, drafting, coordination, and submission of RFPs and related due diligence materials
• Coordinate subject matter experts to ensure accurate, complete, and compliant responses
• Ensure requests follow established submission and tracking processes

Sales Enablement

• Own and update core sales enablement assets, including product capability guides, competitive intelligence, and sales talk tracks
• Ensure alignment with product roadmap, market positioning, and go‑to‑market strategy
• Refine messaging based on sales feedback and win/loss insights

AI Enablement & Process Improvement

• Apply practical AI tools to improve the speed, quality, and consistency of proposals, SOWs, RFPs, and client‑facing deliverables
• Design and implement AI‑assisted workflows that reduce cycle time and eliminate repetitive work
• Evaluate new AI use cases as business needs evolve

Qualifications

• 4–8 years of experience in Sales Enablement, Pre‑Sales, Proposal Management, or Consulting within a B2B SaaS environment
• Demonstrated experience authoring Statements of Work (SOWs), proposals, and RFP responses
• Familiarity with security questionnaires, vendor risk assessments, and compliance‑driven review processes
• Proven ability to partner cross‑functionally with Sales, Product, Legal, Finance, and Delivery teams
• Experience working with financial institutions or fintech platforms is a plus.

• Exceptional written communication skills with the ability to craft clear, compelling, customer‑facing narratives
• Strong attention to detail and the ability to manage multiple deadlines in a fast‑paced environment
• Structured, analytical thinking with the ability to translate complex requirements into concise, actionable outputs
• Experience building and maintaining reusable content libraries, templates, and standardized language

• Hands‑on experience using AI tools (e.g., ChatGPT, enterprise copilots, knowledge assistants) in a professional setting
• Ability to design and apply prompts, workflows, and lightweight automations to improve efficiency, quality, and consistency

Base Salary Range: $85,000 – $110,000 annually

This range represents the anticipated base salary range for this position. Actual compensation will be determined based on factors such as relevant experience, skills, geographic location, internal equity, and applicable business considerations. This position may also be eligible for additional compensation and benefits.