Lead end-to-end execution of strategic events including executive summits and community meetups. Own strategy, content agendas, stakeholder coordination, budgets, and ROI reporting for large-scale B2B programs.
Delivers instructor-led training courses and webinars for Addepar users, builds training content to drive product adoption, and collaborates cross-functionally. Requires 1+ year Addepar experience or 2+ years in SaaS/financial services education, plus strong presentation skills and Wealth Management knowledge.
Manages tech stack and develops training content to enable GTM teams, delivers courses/webinars, scales education programs, and analyzes sales calls to boost win rates. Requires 3+ years in SaaS/fintech education/services, Gong experience, and Wealth Management knowledge.
Lead end-to-end execution of strategic events including executive summits and community meetups. Own strategy, content agendas, stakeholder coordination, budgets, and ROI reporting for large-scale B2B programs.
Delivers instructor-led training courses and webinars for Addepar users, builds training content to drive product adoption, and collaborates cross-functionally. Requires 1+ year Addepar experience or 2+ years in SaaS/financial services education, plus strong presentation skills and Wealth Management knowledge.
Manages tech stack and develops training content to enable GTM teams, delivers courses/webinars, scales education programs, and analyzes sales calls to boost win rates. Requires 3+ years in SaaS/fintech education/services, Gong experience, and Wealth Management knowledge.