Product Lead, Sales Enablement

Summary

Join Trellis, a Series A startup, as their Product Lead, Sales Enablement. This role focuses on improving the agent experience and internal software to boost productivity, customer interactions, and business performance. You will act as the de facto product manager for operational systems and processes, conducting data dives, reviewing customer and agent experiences, running experiments, and proposing operational and product changes. The goal is to optimize resource utilization and grow the insurance agency. Success will be measured by increasing sales agent efficiency and gross profit per agent, narrowing performance gaps, and improving customer reviews. This position requires a systems-thinking approach, combining analytics, strategy, and execution.

Requirements

• Extreme Ownership – extremely outcome driven; extremely flexible about scope and definition of responsibilities (and always happy to help with janitorial work); fulfills promises consistently
• Data-driven – able to rigorously analyze data in order to inform product and operational decisions
• Master organizer/collaborator – clear, efficient, and effective written and verbal communicator; strong project management skills; strong attention to detail
• Technical – technical judgement enables high-throughout collaboration with engineering and relevant/valuable suggestions, ideas, and opinions for product
• Sales-minded – honed sales instincts (knows what will convert) and good judgement with respect to scaling and managing a mid-size team of remote sales agents
• 3+ years of Product Manager or RevOps experience
• Strong analytical and problem-solving skills, with the ability to break down complex challenges
• Deep understanding of data and performance metrics—comfortable using Looker to perform investigations, and build and maintain dashboards
• Experience optimizing internal tools, CRMs, or operational workflows in a high-growth environment
• History of success with process improvement, automation, or change management in a fast-paced setting

Responsibilities

• Grow Sales Agent Efficiency by +30% (relative)
• Increase Gross Profit per Agent per Day by +50% (relative)
• Gross Profit = Revenue minus Agent Expense minus Opportunity Cost of calls/texts/etc. routed to our Agency
• Narrow the performance gap across the sales team as our platform starts to rely on tooling rather than individual talent or knowledge
• Drive a steady stream of 5-star reviews and reduce lower-grade reviews from customers who interact with our sales team
• Foster strong engagement and satisfaction from our sales, ops, and engineering teams

Preferred Qualifications

• Experience working with mid-size sales teams (50 - 100 agents)
• Insurance / Fintech background

Benefits

• Flat, collaborative, transparent culture; get in at the ground floor and be a true business partner
• Opportunities for growth and development within your role and all areas of the organization
• 75th-percentile (competitive!) compensation
• 100% remote work environment
• Quarterly, fun team bonding events
• Unlimited vacation time
• 100% employer-paid Platinum-tier health insurance for employee, 65% for dependents
• Flexible Spending Accounts (FSAs)
• 401(k) retirement savings plan
• Bonuses and equity opportunities
• Budget for home office equipment