Sales Enablement Specialist Jobs in USA with Visa Sponsorship
Sales Enablement Specialists are regularly sponsored on H-1B visa and TN visas, but the role sits in a gray area for specialty occupation classification. A business, marketing, or communications degree strengthens your petition. Most sponsors are mid-to-large SaaS and enterprise tech companies. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsINTRODUCTION
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive.
ROLE AND RESPONSIBILITIES:
The Sales Enablement Specialist will work directly with 4–5 partner-level financial advisors to generate new sales opportunities, support a longer-cycle retirement plan and wealth management sales process, nurture existing client relationships, and create client-facing presentations and materials. This role is highly task- and project-oriented, with a strong focus on pipeline management, scheduling, data integrity, and coordination rather than direct outbound sales calls. The ideal candidate is flexible to changing business needs within an entrepreneurial environment and comfortable managing multiple, and sometimes conflicting, priorities across advisors and books of business.
PRIMARY RESPONSIBILITIES:
- Support 4–5 partner financial advisors with day-to-day sales enablement, client service coordination, and follow-up activities across retirement plan and wealth management relationships.
- Act as a central point of coordination for tasks, deadlines, and documentation among advisors, internal teams, and external partners.
- Maintain and manage detailed pipelines of retirement plan and financial services opportunities, documenting meaningful activity and tracking results throughout the longer sales cycle. Regularly update opportunity stages, next steps, and probability/forecast fields so advisors have a clear, real-time view of their books of business.
- Identify new leads that fit the target retirement plan and financial services prospect profile, leveraging internal data, external databases, Form 5500 filings, and other research tools rather than cold calling.
- Support execution of top-of-the-funnel lead generation activities via email, digital campaigns, social media, and centers of influence, ensuring all outreach is compliant with licensing and regulatory requirements.
- Coordinate and schedule client and prospect meetings, reviews, webinars, and internal strategy sessions across multiple advisor calendars and stakeholders.
- Apply strong prioritization and time management skills to balance competing requests and deadlines in a fast-paced environment.
- Create compelling content and execute drip campaigns to targeted companies and plan sponsors that fit the firm’s “ideal client profile.”
- Help coordinate and plan webinars and in-person educational events for existing clients, prospects, and centers of influence, including logistics, registrations, reminders, and follow-up.
- Gather, organize, and maintain plan and participant data (including Form 5500 information and related documents) to support plan reviews, benchmarking, and proposal development.
- Summarize key findings and prepare clean, advisor-ready materials that can be shared with clients and prospects.
- Perform accurate, timely data entry in Stratus and related firm systems to ensure complete and compliant records of clients, prospects, activities, and plan information.
- Adopt and utilize CRM and enablement tools (e.g., Salesforce, HubSpot, ZoomInfo, and other firm-approved platforms) to log activity, segment lists, and report on pipeline performance.
- Create unique and creative content (presentations, proposals, summary decks, follow-up emails) to communicate proposed retirement plan and wealth solutions to prospects and clients.
- Ensure all materials are accurate, on-brand, compliant, and tailored to the specific needs of each plan sponsor or client.
- Work with a mentor and participate in team meetings to review sales activities/results, market trends, and company goals, and to continuously improve advisor support practices.
- Develop a broad understanding of the retirement plan and financial services industry, internal procedures, provider products, firm services, and lead qualification standards.
KNOWLEDGE, SKILLS & ABILITIES:
- Excellent written and verbal communication and presentation skills, with the ability to translate technical retirement and financial concepts into clear client-facing messages.
- Ability to clearly articulate value, influence others, and motivate action on behalf of advisors and clients, even without direct sales responsibility.
- Strong time management skills and the ability to coordinate calendars, tasks, and deliverables across multiple advisors and stakeholders while managing competing priorities.
- High attention to detail and accuracy in data entry, documentation, and pipeline tracking within Stratus, CRM, and other firm systems.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Ability to learn and effectively use any other appropriate program or software system used by the firm as necessary (e.g., Stratus, CRM platforms, marketing automation tools).
- Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture and client-first mindset.
EDUCATION & EXPERIENCE:
- High school diploma required; Bachelor’s degree preferred.
- 2+ years of relevant experience in financial services, retirement plans, insurance, sales support, or customer service required; experience supporting advisors or relationship managers strongly preferred.
- Certification(s): None required; relevant industry coursework or designations are a plus but not required.
- License(s): None required for this role (no direct outbound calling or licensed advice responsibilities).
OTHER:
- Comfortable working in a fast-paced, multi-tasking environment with shifting priorities and deadlines.
- Collaborative, proactive, and eager to support partner advisors in growing and retaining retirement plan and wealth management relationships.
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
Compensation starts at $66,500 annually and is negotiable at the time of offer.
INTRODUCTION
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive.
ROLE AND RESPONSIBILITIES:
The Sales Enablement Specialist will work directly with 4–5 partner-level financial advisors to generate new sales opportunities, support a longer-cycle retirement plan and wealth management sales process, nurture existing client relationships, and create client-facing presentations and materials. This role is highly task- and project-oriented, with a strong focus on pipeline management, scheduling, data integrity, and coordination rather than direct outbound sales calls. The ideal candidate is flexible to changing business needs within an entrepreneurial environment and comfortable managing multiple, and sometimes conflicting, priorities across advisors and books of business.
PRIMARY RESPONSIBILITIES:
- Support 4–5 partner financial advisors with day-to-day sales enablement, client service coordination, and follow-up activities across retirement plan and wealth management relationships.
- Act as a central point of coordination for tasks, deadlines, and documentation among advisors, internal teams, and external partners.
- Maintain and manage detailed pipelines of retirement plan and financial services opportunities, documenting meaningful activity and tracking results throughout the longer sales cycle. Regularly update opportunity stages, next steps, and probability/forecast fields so advisors have a clear, real-time view of their books of business.
- Identify new leads that fit the target retirement plan and financial services prospect profile, leveraging internal data, external databases, Form 5500 filings, and other research tools rather than cold calling.
- Support execution of top-of-the-funnel lead generation activities via email, digital campaigns, social media, and centers of influence, ensuring all outreach is compliant with licensing and regulatory requirements.
- Coordinate and schedule client and prospect meetings, reviews, webinars, and internal strategy sessions across multiple advisor calendars and stakeholders.
- Apply strong prioritization and time management skills to balance competing requests and deadlines in a fast-paced environment.
- Create compelling content and execute drip campaigns to targeted companies and plan sponsors that fit the firm’s “ideal client profile.”
- Help coordinate and plan webinars and in-person educational events for existing clients, prospects, and centers of influence, including logistics, registrations, reminders, and follow-up.
- Gather, organize, and maintain plan and participant data (including Form 5500 information and related documents) to support plan reviews, benchmarking, and proposal development.
- Summarize key findings and prepare clean, advisor-ready materials that can be shared with clients and prospects.
- Perform accurate, timely data entry in Stratus and related firm systems to ensure complete and compliant records of clients, prospects, activities, and plan information.
- Adopt and utilize CRM and enablement tools (e.g., Salesforce, HubSpot, ZoomInfo, and other firm-approved platforms) to log activity, segment lists, and report on pipeline performance.
- Create unique and creative content (presentations, proposals, summary decks, follow-up emails) to communicate proposed retirement plan and wealth solutions to prospects and clients.
- Ensure all materials are accurate, on-brand, compliant, and tailored to the specific needs of each plan sponsor or client.
- Work with a mentor and participate in team meetings to review sales activities/results, market trends, and company goals, and to continuously improve advisor support practices.
- Develop a broad understanding of the retirement plan and financial services industry, internal procedures, provider products, firm services, and lead qualification standards.
KNOWLEDGE, SKILLS & ABILITIES:
- Excellent written and verbal communication and presentation skills, with the ability to translate technical retirement and financial concepts into clear client-facing messages.
- Ability to clearly articulate value, influence others, and motivate action on behalf of advisors and clients, even without direct sales responsibility.
- Strong time management skills and the ability to coordinate calendars, tasks, and deliverables across multiple advisors and stakeholders while managing competing priorities.
- High attention to detail and accuracy in data entry, documentation, and pipeline tracking within Stratus, CRM, and other firm systems.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Ability to learn and effectively use any other appropriate program or software system used by the firm as necessary (e.g., Stratus, CRM platforms, marketing automation tools).
- Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture and client-first mindset.
EDUCATION & EXPERIENCE:
- High school diploma required; Bachelor’s degree preferred.
- 2+ years of relevant experience in financial services, retirement plans, insurance, sales support, or customer service required; experience supporting advisors or relationship managers strongly preferred.
- Certification(s): None required; relevant industry coursework or designations are a plus but not required.
- License(s): None required for this role (no direct outbound calling or licensed advice responsibilities).
OTHER:
- Comfortable working in a fast-paced, multi-tasking environment with shifting priorities and deadlines.
- Collaborative, proactive, and eager to support partner advisors in growing and retaining retirement plan and wealth management relationships.
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
Compensation starts at $66,500 annually and is negotiable at the time of offer.
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Get Access To All JobsTips for Finding Visa Sponsorship as a Sales Enablement Specialist
Frame your role around a specific degree field
USCIS scrutinizes Sales Enablement because the title sounds commercial, not technical. Your offer letter and job description should tie the role explicitly to marketing, communications, or instructional design, fields with clear degree requirements that support a specialty occupation finding.
Target SaaS and enterprise tech employers first
Companies selling complex software products sponsor Sales Enablement Specialists far more often than traditional industries. Their legal teams understand the H-1B process, their roles are more clearly tied to specialized knowledge, and they file petitions at significantly higher rates than other sectors.
Get the job description right before the LCA is filed
The Labor Condition Application locks in your job duties. Push your employer to include specific language about content strategy, sales methodology design, or learning systems, not just vague coordination tasks. Specific duties tied to your degree are what make the petition defensible.
A marketing or instructional design degree matters more than you think
If your degree is in a loosely related field, your petition faces higher RFE risk. Business administration, marketing, communications, and instructional design all work well. A general management or liberal arts degree without relevant coursework creates vulnerabilities that immigration attorneys will flag.
TN visa is a real option if you are Canadian or Mexican
Sales Enablement roles that qualify as marketing or management consulting can be processed under TN status for Canadians and Mexicans. This avoids the H-1B lottery entirely. The role must map cleanly to an approved TN occupation category, which requires careful positioning in your documentation.
Apply to companies with established immigration infrastructure
Smaller companies sponsoring a Sales Enablement Specialist for the first time face longer processing timelines and higher denial risk. Employers with dedicated HR legal teams and prior H-1B filing history move faster and make fewer errors, both of which directly affect your petition outcome.
Sales Enablement Specialist jobs are hiring across the US. Find yours.
Find Sales Enablement Specialist JobsFrequently Asked Questions
Does Sales Enablement Specialist qualify as a specialty occupation for H-1B purposes?
It can, but it requires strong documentation. USCIS expects the role to normally require at least a bachelor's degree in a specific field, marketing, communications, instructional design, or a related discipline. Roles described primarily as coordination or training without a clear degree connection face higher RFE rates. The employer's job description does most of the heavy lifting here.
What visa types do employers typically use to sponsor Sales Enablement Specialists?
H-1B is the most common path. Canadian and Mexican nationals can also pursue TN status if the role maps to an approved category such as marketing or management consulting. L-1 transfers are possible for internal moves within multinational companies. O-1A is an option for candidates with demonstrable industry recognition, published work, or speaking credentials.
Where can I find Sales Enablement Specialist jobs that offer visa sponsorship?
Migrate Mate is the best place to search, it filters specifically for roles open to visa sponsorship, so you're not sorting through listings that exclude international candidates. Most sponsored Sales Enablement roles come from SaaS companies, enterprise software firms, and large B2B technology organizations with existing immigration programs.
Does my degree field affect my chances of H-1B approval for this role?
Significantly. Marketing, communications, instructional design, and business degrees with relevant coursework are the strongest fits. If your degree is in an unrelated field, your attorney will need to argue degree equivalency using work experience, three years of relevant experience substitutes for one year of education. Mismatched degrees are one of the leading RFE triggers for this job title.
How do employers typically structure the H-1B petition for a Sales Enablement role?
The employer files an LCA with the Department of Labor certifying the offered wage meets prevailing wage levels, then submits Form I-129 to USCIS. For Sales Enablement specifically, strong petitions include detailed duty descriptions tied to specialized knowledge, documentation of the degree requirement in hiring criteria, and any relevant organizational charts showing where the role sits within a technical team structure.
What is the prevailing wage requirement for sponsored Sales Enablement Specialist jobs?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.
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