Addepar

3 months ago

Sales Enablement Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Enablement specialist responsible for managing the tech stack, developing and delivering sales education, and coordinating cross‑functional programs to accelerate product adoption and win rates. You’ll create training content, run instructor‑led courses (virtual and in‑person), and scale GTM education across Sales, Marketing, and Services. Experience with LMS tools and wealth management domain knowledge are a plus.

Location: New York

Workplace: Remote

Employment Type: Full time

Job Function: Sales

Key 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

Pay and Benefits

Salary: USD 68,000 - 106,000 annually

Equity and Bonus:Equity

Key Requirements

•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
•Experience with LMS tools such as Articulate 360, Workramp, Lessonly, or similar platforms preferred

Experience:3+ yearsWealth managementFinancial servicesSaas

Skills:PresentationCommunicationCollaborationOrganizationProblem-solving

Languages:English

Tech Stack:GongWorkrampLessonlyArticulate 360

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar

Provides a wealth management platform that aggregates, analyzes, and reports on complex financial data for advisors, family offices, and institutions to enable better investment decision-making and portfolio reporting.

Industry: Wealth Management

Company Size: Large (251 to 1,000 employees)

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn

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Addepar

3 months ago

Sales Enablement Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Location: New York

Workplace: Remote

Employment Type: Full time

Job Function: Sales

Key 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

Pay and Benefits

Salary: USD 68,000 - 106,000 annually

Equity and Bonus:Equity

Key Requirements

•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
•Experience with LMS tools such as Articulate 360, Workramp, Lessonly, or similar platforms preferred

Experience:3+ yearsWealth managementFinancial servicesSaas

Skills:PresentationCommunicationCollaborationOrganizationProblem-solving

Languages:English

Tech Stack:GongWorkrampLessonlyArticulate 360

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Addepar

Industry: Wealth Management

Company Size: Large (251 to 1,000 employees)

Growth: Established Company

Headquarters: Mountain View, United States

Founded: 2009

Website LinkedIn