Platform Enablement Specialist
About The Position
The Platform Enablement Specialist will play a key role within Advisor Team Operations (ATO) and Platform Enablement. This role is responsible for supporting advisor-impacting projects through user acceptance testing, workflow validation, documentation, communication, and advisor readiness activities. The Platform Enablement Specialist serves as a central coordination point between Agile teams, Platform Enablement, Instructional Design, and Advisor Team Operations. The role is primarily focused on testing and validation while providing testing videos for resource updates, meeting documentation, release summaries, and communication preparation. This position works closely with the Instructional Designer, Business Systems Specialist, and Optimization Lead to ensure changes are tested, documented, communicated, and successfully deployed. The role helps improve release quality, reduce rework, increase advisor readiness, and create scalable documentation processes through Jira, Confluence, and other automation tools.
Requirements
- Bachelor's Degree or equivalent experience in business, operations, communications, technology, education, finance, or related field; demonstrated through one or a combination of the following: work experience, training, military experience, education
- Minimum 3 years experience in user acceptance testing, business operations, project coordination, training support, or business systems support preferred.
- Minimum 3 years financial services experience preferred.
- Strong understanding of business process documentation and workflow validation.
- Ability to review requirements and identify testing scenarios, risks, and process impacts.
- Strong written and verbal communication skills.
- Ability to take meeting discussions, dictated information, or rough notes and convert them into clear documentation and communications.
- Strong organizational skills and attention to detail.
- Ability to manage multiple priorities in a fast-paced environment.
- Proficiency with Microsoft Office products and collaboration tools.
Nice To Haves
- Experience with Salesforce, Jira, Confluence, Scribe, Workday, Figma, Orion, or related platforms preferred.
Responsibilities
- Lead and support UAT testing activities for advisor-impacting projects, enhancements, and system changes.
- Review user stories, acceptance criteria, workflows, and requirements to identify testing needs and advisor impacts.
- Execute single-story, regression, and end-to-end testing scenarios.
- Compare current-state and future-state workflows to validate intended outcomes.
- Document testing results, defects, screenshots, risks, and recommendations.
- Coordinate retesting and validation following defect resolution.
- Assist Product teams by providing business-user feedback during development and release cycles.
- Attend Product team ceremonies, standups, sprint planning sessions, backlog reviews, project meetings, and testing calls.
- Create summaries of enhancements, project updates, and workflow changes.
- Serve as the primary coordination point for communications originating from the Platform Enablement team.
- Support communication development for leaders and subject matter experts.
- Assist with release readiness activities and advisor impact assessments.
- Identify projects and system changes that result in resource updates.
- Create testing videos to provide to Instructional Designer for draft documentation, quick-reference guides, summaries, and process resources using testing videos.
- Communicate and clarify enhancements with the Instructional Designer for updates to training and knowledge resources.
- Assist with resource update validation through Scribe or other programs.
- Support project tracking and testing coordination activities.
- Assist with follow-up on open items, defects, communication needs, and project actions.
- Coordinate with internal team in maintaining the testing, communication, and resource development inventories.
- Support reporting and operational activities across Platform Enablement.
- Participate in additional Platform Enablement and Advisor Team Operations initiatives as needed.
Benefits
- Training and professional development
- Medical, dental and vision coverage (Available to full-time employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 12 paid holidays each year (10 pre-determined and 2 floating days)
- Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
