Onboarding/Tech Stack Enablement Specialist

Addepar

About The Position

Addepar is seeking an Enablement professional with extensive experience in building onboarding programs and managing the tech stack at a major sales organization. This role is key to ensuring the success of our Sales and Customer Success teams by developing and implementing new processes to enhance rep efficiency. The ideal candidate will have a background in Sales, Sales Enablement, Customer Education, or Instructional Design, with experience in crafting learning content and guided programs for onboarding, training, and sales acceleration. We are looking for a dedicated and organized individual who can deliver a comprehensive education experience, driving learner satisfaction and contributing to the GTM Enablement team's vision.

Requirements

Experience with Gong, Workramp, or other LMS & CMS platforms
Experience in implementing AI into all aspects of a customer facing reps daily processes
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
Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship

Nice To Haves

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.

Responsibilities

Run the GTM onboarding program from end to end
Be in charge of major tech stack platforms, such as Gong, Workramp, and Allego
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 Sales & CS, 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.