Onboarding/Tech Stack Enablement Specialist at Addepar1

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo. The Role We are seeking an Enablement professional with extensive experience in building onboarding programs and being in charge of tech stack at a major sales organization. At Addepar, you will play a key role in ensuring the success of our Sales and Customer Success teams, while developing and implementing new processes that will make our reps more efficient at their daily roles. Ideal candidates 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 satisfaction for learners and contributing to the overall vision of our GTM Enablement team. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $117,000 - $183,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B, F-1/OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do • 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. Who You Are • 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 • 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. Our Values • Act Like an Owner - Think and operate with intention, purpose and care. Own outcomes. • Build Together - Collaborate to unlock the best solutions. Deliver lasting value. • Champion Our Clients - Exceed client expectations. Our clients’ success is our success. • Drive Innovation - Be bold and unconstrained in problem solving. Transform the industry. • Embrace Learning - Engage our community to broaden our perspective. Bring a growth mindset. In addition to our core values, Addepar is proud to be an equal opportunity employer. We seek to bring together diverse ideas, experiences, skill sets, perspectives, backgrounds and identities to drive innovative solutions. We commit to promoting a welcoming environment where inclusion and belonging are held as a shared responsibility. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. PHISHING SCAM WARNING: Addepar is among several companies recently made aware of a phishing scam involving con artists posing as hiring managers recruiting via email, text and social media. The imposters are creating misleading email accounts, conducting remote “interviews,” and making fake job offers in order to collect personal and financial information from unsuspecting individuals. Please be aware that no job offers will be made from Addepar without a formal interview process. Additionally, Addepar will not ask you to purchase equipment or supplies as part of your onboarding process. If you have any questions, please reach out to [Upgrade to PRO to see contact].