Addepar
Sales Enablement Specialist
New York, NY
No sponsorship$68k-$106kDetected 43 days ago
SalesAccount ManagementLogisticsCollaborationOrganizational Skills
About the role
- We are seeking a creative, organized, and sales-focused Enablement Specialist with strong technical skills and a passion for world-class education.
- At Addepar, you ensure all systems associated with a GTM role are running smoothly.
- Addepar takes a market-based approach to pay.
Responsibilities
- 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
- Work with Sales, Marketing, and Services teams to drive course attendance and content engagement
- Manage logistics to ensure an outstanding training experience
- 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
- 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, Singapore and São Paulo.
Requirements
- Strong demonstrated knowledge of the Wealth Management industry
- Ability to tailor messaging about a product's value proposition to varied audiences
- Experience managing projects from start to finish
Nice to have
- Recent experience with LMS tools such as Articulate 360, Workramp, Lessonly, or similar platforms preferred
- Experience with Revenue Intelligence platforms such as Gong or Chorus is a plus
Compensation
- The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York.
Benefits
- You will play a key role in ensuring the success of our newly hired team members while developing and implementing ongoing sales education and go-to-market strategies.
- 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.
- The current range for this role is $68,000 - $106,000 (base salary) + bonus + equity + benefits.
- Scale customer education programs to enhance product adoption and usage across the Addepar community
- Partner with Sales and Account Management, coordinating with Marketing, Services, and Support to build impactful onboarding and continuing education programs
- 3+ years in a software education services role, support, professional services, sales, marketing, or relationship management at financial services or SAAS Technology Company
Company info
- 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, Singapore and São Paulo.
- The Role
- We are seeking a creative, organized, and sales-focused Enablement Specialist with strong technical skills and a passion for world-class education. At Addepar, you ensure all systems associated with a GTM role are running smoothly. You will play a key role in ensuring the success of our newly hired team members while developing and implementing ongoing sales education and go-to-market strategies. 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.
- Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.
Visa & Work Authorization
- 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 begi
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This listing is sourced directly from Addepar's careers page and normalized into a canonical job model.