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AddeparAddeparNew York, NY

Enablement Specialist - BDR

Develop and deliver training content, courses, and webinars for BDRs, sales teams, clients, and partners at Addepar. Requires 2+ years Addepar platform experience or 3+ years in SaaS education/sales roles, strong presentation skills, and Wealth Management knowledge.

Salary not listed
On-site3+ YOESales Enablement

About the role

What You’ll Do

  • Develop and collaborate on training content to equip Addepar BDR’s for success
  • Deliver exceptional instructor-led courses and webinars, both virtually and in-person, for clients, prospects, partners, employees, and enthusiasts
  • Scale customer education programs to enhance product adoption and usage across the Addepar community
  • Work with BDR, Sales, Marketing, and Services teams to drive course attendance and content engagement
  • Quickly integrate feedback to improve course content and experience
  • Manage logistics to ensure an outstanding training experience
  • Partner with BDR, coordinating with Marketing, Services, and Support to build impactful onboarding and continuing education programs
  • Design and implement high-value training content for Sales
  • Review recorded calls from closed opportunities to ensure effective material is used and implement training to increase win rates
  • Facilitate cross-team collaboration to establish a central content center for managing sales lifecycle content
  • Ensure GTM content is accurate and relevant from a Sales perspective

Who You Are

  • Two years of experience using the Addepar platform, OR 3+ years in a software education services role, support, professional services, BDR, sales, marketing, or relationship management at financial services or SAAS Technology Company
  • Outstanding presentation skills
  • Strong demonstrated knowledge of the Wealth Management industry
  • Ability to tailor messaging about a product’s value proposition to varied audiences
  • Capable of working across multiple organizations
  • Outstanding logistical planning and organizational skills
  • Experience managing projects from start to finish
  • Excitement to continually learn and grow your knowledge
  • Recent experience with LMS tools such as Articulate 360, Workramp, Lessonly, or similar platforms preferred
  • Experience in learning analytics and the ability to glean insights from enablement tools and create actionable, outcome-based learning solutions
  • Experience with Revenue Intelligence platforms such as Gong or Chorus is a plus

Skills

LmsArticulate 360WorkrampLessonlyGongChorusRevenue IntelligenceWealth Management
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