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... Workramp, or equivalent tech stack experience • Outstanding presentation skills • Strong demonstrated knowledge of the Wealth Management industry • Ability to tailor messaging about a product ...

Manage day-to-day WorkRamp operations, assisting with module setup and leveraging platform tools for automated nudges to drive engagement. * EHR and Tech Systems Setup Optimization: Partner with Tech ...

Sales Enablement Specialist

New York, NY · On-site

$68K - $106K/yr

Gong, Workramp, or equivalent tech stack experience * Outstanding presentation skills * Strong demonstrated knowledge of the Wealth Management industry * Ability to tailor messaging about a product ...

Sales Enablement Specialist

New York, NY · On-site

$68K - $106K/yr

Gong, Workramp, or equivalent tech stack experience * Outstanding presentation skills * Strong demonstrated knowledge of the Wealth Management industry * Ability to tailor messaging about a product ...

Build, organize, and maintain HSE learning plans and paths within the company's LMS (WorkRamp or Workday), ensuring content, assignments, and due dates are structured for accurate compliance tracking ...

Build, organize, and maintain HSE learning plans and paths within the company's LMS (WorkRamp or Workday), ensuring content, assignments, and due dates are structured for accurate compliance tracking ...

Build, organize, and maintain HSE learning plans and paths within the company's LMS (WorkRamp or Workday), ensuring content, assignments, and due dates are structured for accurate compliance tracking ...

Proficiency in Salesforce, Zendesk, Slack, Zoom, Monday.com, and WorkRamp (LMS). * Strong written and verbal communication. Clear, direct, zero fluff. * Ability to hold confident technical ...

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Sales Enablement - Tech Specialist

Addepar

Manhattan, NY • On-site

Full-time

Re-posted 12 days ago


Job description

Job Summary:
Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. The Sales Enablement - Tech Specialist will be responsible for developing training content, delivering courses, and managing customer education programs to ensure the success of the sales team.
Responsibilities:
• Be in charge of all things tech stack
• Develop and collaborate on training content to equip Addepar GTM employees 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 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 and Account Management, 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
Qualifications:
Required:
• 3+ years in a software education services role, support, professional services, sales, marketing, or relationship management at financial services or SAAS Technology Company
• Gong, Workramp, or equivalent tech stack experience
• 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
Preferred:
• Recent experience with LMS tools such as Articulate 360, Workramp, Lessonly, or similar platforms
• 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
Company:
Addepar is a financial software company that provides a platform for aggregating, analyzing, and reporting investment portfolios. Founded in 2009, the company is headquartered in New York, USA, with a team of 1001-5000 employees. The company is currently Late Stage.