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
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