Addepar

Enablement Specialist - BDR

Addepar$68K — $106K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years with the Addepar platform or 3+ years in software education/services, BDR, or sales roles in the financial or SAAS sector
  • Exceptional presentation skills
  • Strong knowledge of the Wealth Management industry
  • Ability to customize product messaging for diverse audiences
  • Proven organizational and logistical planning abilities
  • Demonstrated project management skills from inception to completion
  • Familiarity with LMS tools like Articulate 360 or Workramp is preferred
  • Experience in learning analytics for outcome-focused educational solutions

Responsibilities

  • Develop training content to empower BDR's for success
  • Deliver instructor-led courses and webinars both online and in-person
  • Enhance product adoption through customer education programs
  • Collaborate with teams to boost attendance and engagement in training
  • Incorporate feedback swiftly to refine course content
  • Manage logistics for optimal training delivery
  • Coordinate with cross-functional teams to create impactful onboarding programs
  • Design high-value training material specifically for Sales
  • Review calls from closed opportunities to improve training efficacy
  • Facilitate collaboration to maintain a centralized content hub

Benefits

  • Comprehensive education experience development
  • Opportunities for continual learning and professional growth
  • Collaboration with cross-functional teams
  • Focus on delivering value and client satisfaction
  • Engagement with innovative educational practices
Full Job Description
The Role

We are seeking a creative, organized, and sales-focused Enablement Specialist with strong technical skills and a passion for world-class education, specifically focused on our Business Development organization. At Addepar, you will play a key role in ensuring the success of our newly hired BDR's, while developing and implementing ongoing sales education and go-to-market strategies. Ideal candidates will have a background in BDR, 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 $68,000 - $106,000 (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.

What You'll Do
  • Develop and collaborate on training content to equip Addepar BDR's 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 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 BDR, 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
  • Two years of experience using the Addepar platform, OR 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.

About Addepar

Addepar is a wealth management platform that provides investment management software and tools for investors, advisors, and family offices. The platform offers a range of features, including portfolio management, performance reporting, and data aggregation. Addepar was founded in 2009 and is headquartered in New York, New York.
Learn more about Addepar
Size
500 employees
Industry
Founded
2009

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