Sales Training and Enablement Specialist

Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. Telhio’s mission is to be a trusted financial partner, committed to serving our community with integrity, care and commitment. Every interaction with our members is guided by these core values. We foster a culture of accountability, respect, and inclusivity—embracing diverse perspectives and actions to strengthen our organization, Board of Directors, staff, and membership.

Summary:

The Sales Training & Enablement Specialist supports Telhio’s member-facing teams by equipping them with the knowledge, tools, and resources needed to drive sales performance and deliver exceptional member experiences. This individual contributor role, reporting to Learning & Development, is responsible for designing and facilitating member service and sales training programs, developing enablement tools, and partnering with sales leaders to identify and close skill and knowledge gaps. This role actively supports Telhio’s sales culture which focuses on building trust, creating value, and supporting our members through every step of their financial journey. The specialist helps embed consultative, member-focused sales practices into training and coaching. While the role plays a critical part in increasing sales effectiveness, it does not carry responsibility for member impact and service goals.

Responsibilities:

Sales Process Support

Design and maintain a unified, member-centric member engagement process adaptable across departments (retail, lending, contact center, etc.).

Partner with sales leaders and frontline staff to standardize member engagement practices while allowing for team-specific customization.

Align enablement efforts with organizational goals and strategies, ensuring consistency without direct accountability for sales performance.

Collaborate with business units and Learning & Development to identify opportunities for process improvement, supporting a culture of continuous learning and operational excellence.

Sales Training & Onboarding

Develop and deliver onboarding and ongoing sales training programs that build product knowledge, system proficiency, and proactive, consultative selling skills to uncover member needs and provide tailored solutions.

Create and maintain training for new and updated products and services, ensuring teams have the knowledge and confidence to position offerings effectively.

Manage relationships with third-party sales training vendors, overseeing content alignment, scheduling, and implementation.

Collaborate with Learning & Development to ensure training design meets instructional standards and supports adult learning principles.

Sales Coaching & Enablement

Facilitate learning labs, member conversation and service skill workshops, and peer coaching sessions.

Observe sales interactions (calls, in-branch, etc.) to identify coaching opportunities and share actionable feedback with leaders.

Equip managers with coaching tools, job aids, and structured frameworks to reinforce learning within their teams.

Enablement Analytics & Feedback Loop

Track and analyze key member engagement and product adoption metrics (e.g., referral rates, product adoption, cross-selling effectiveness).

Use data and stakeholder feedback to continuously improve training content and enablement resources.

Recommend tools, resources, and technologies that enhance frontline team efficiency, member engagement, and sales effectiveness.

Qualifications

High School Diploma or Equivalent (Required)

3–5 years of experience in member service and sales training, enablement, or a related role—preferably within financial services, banking, or credit unions. (Required)

Strong understanding of sales methodologies, the member relationship lifecycle, and high-performing sales culture practices. (Required)

Demonstrated experience applying process improvement and problem-solving methodologies to support team effectiveness and training outcomes. (Required)

Bachelor’s degree in education, Organizational Development, Business, or a related field. (Preferred)

Experience with e-learning tools, instructional design platforms, or Learning Management Systems (LMS) (Preferred)

Familiarity with membership and sales systems such as CRMs, referral tracking tools, or digital member engagement platforms. (Preferred)

Proven ability to design and deliver effective training and coaching programs.

Experience using data to evaluate training outcomes and inform improvement strategies

Skilled facilitator and coach with a learner-first mindset.

Excellent interpersonal skills and the ability to collaborate with stakeholders across functions.

Strong organizational and project management capabilities.

What you will earn:

Competitive pay

Benefits: several medical plan options, dental, free vision, free life and free disability insurance

6% matching and immediately vested 401(K) plan

100% paid paternity leave

10 paid holidays and generous paid time off plan for a healthy work-life balance

Opportunity for personal career growth, continued education and mentorship programs

Volunteer opportunities impacting the local community

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, you will need to have good manual dexterity as well as speaking and hearing ability. This position requires sitting; some reaching; standing; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds. It is expected that the employee will read, compile, compute and record numerical and statistical data. Must drive occasionally.

This is a Non-Collective Bargaining Unit.

Telhio is an Equal Opportunity Employer.