Sales Training Specialist
About The Position
We are seeking an experienced Sales Training Specialist to lead the development and ongoing training of new sales employees during the first 120 days of employment. This role will create a structured, engaging learning experience that supports successful onboarding, skill development, productivity, product knowledge and long-term retention. The ideal candidate has proven experience in adult learning, sales training, consumer lending, and Salesforce. This position will partner closely with sales leadership and subject-matter experts to ensure new hires receive the knowledge, coaching, and support needed to succeed throughout their first year.
Requirements
- Proven experience in adult learning, corporate training, sales training, or instructional design.
- Experience designing or delivering structured new hire training programs.
- Professional experience in financial lending, banking, consumer finance, mortgage lending, commercial lending, or related field.
- Experience supporting sales teams and developing sales knowledge and skills.
- A knowledge of Salesforce, including sales processes, reporting, and CRM workflows.
- Presentation, facilitation, coaching, and communication skills.
- The ability to explain complex lending, compliance, and sales concepts clearly.
- Strong organizational, analytical, and project management skills.
- Proficiency with Microsoft Office or comparable productivity tools.
Nice To Haves
- Experience managing onboarding and new hire development program.
- Experience with sales enablement platforms or learning management systems.
- Knowledge of instructional design models and adult learning theory.
- Experience using performance data to improve training outcomes.
- Basic knowledge of applicable lending laws, regulations, and compliance requirements.
- Salesforce certification is a plus.
Responsibilities
- Design and manage a comprehensive training program that ends with graduation after 120 days of employment.
- Deliver engaging onboarding, product, process, compliance, and sales training.
- Apply adult learning principles to create effective and practical learning experiences.
- Build structured learning milestones for the first day, first week, first 30, 60, 90 and 120 days.
- Train new hires on consumer lending products, procedures, regulations, compliance, systems, and customer engagement.
- Provide ongoing coaching, reinforcement, assessments, and skill-building throughout the 120 days.
- Facilitate instructor-led, virtual, hands-on, and on-the-job training.
- Create training materials, presentations, guides, job aids, knowledge checks, and assessments.
- Train and coach new hires on Salesforce, sales processes, reporting, and CRM workflows.
- Monitor new hire progress, identify knowledge or performance gaps, and provide targeted support.
- Partner with managers to coordinate post-training coaching and performance development.
- Track training completion, proficiency, productivity, retention, and other performance measures.
- Evaluate program effectiveness and continuously improve the new hire experience.
- Maintain accurate training records and documentation.
- Stay current with adult learning, sales enablement, Salesforce, and financial lending best practices.
Benefits
- Generous paid time off
- Competitive medical, dental & vision coverage
- 401K with company match for US
- Company-paid life insurance
- Company-paid short-term and long-term disability
- Access to mental health and wellness resources
- Company-paid volunteer time to do good in your community
- Legal coverage and other supplemental options
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
