Note: The job is a remote job and is open to candidates in USA. Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. The Product Enablement Trainer will be responsible for delivering instructor-led courses and webinars, building training content, and collaborating with various teams to enhance product adoption across the Addepar user community.

Responsibilities

• Deliver outstanding instructor-led courses and webinars for Addepar clients, prospects, partners, and employees, both virtually and in-person
• Build and collaborate on new training content to equip a variety of different types of Addepar users and employees for success
• Scale the delivery of customer education programs to drive product adoption and usage across the Addepar user community
• Collaborate with the Sales, Marketing, Product, and Services teams to drive attendance at our courses and interaction with our content
• Rapidly incorporate both product updates and client feedback into our course content and course experience
• Manage the logistics required to deliver a top-notch training experience

Skills

• 1 year of experience using the Addepar platform, OR 2+ years in a software education services role, support, professional services, sales, marketing, or relationship management at a financial services or SAAS Technology company
• Exceptional presentation and facilitation 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 and fostering cross functional relationships
• Outstanding logistical planning and organizational skills
• Experience managing projects from start to finish
• Excitement to continually learn and grow your knowledge
• Travel required

Benefits

• Bonus
• Equity
• Benefits

Company Overview