Sales Enablement Specialist, Addepar
$68-106k
+ Bonus and equity
More information about location
Investment portfolio management platform
Be an early applicant
Investment portfolio management platform
1001+ employees
Be an early applicant
$68-106k
+ Bonus and equity
More information about location
1001+ employees
Company mission
To bring data, technology and people together to help investors make better, more informed decisions.
Role
Who you are
- 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
- 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
- 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
What the job involves
- 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
- Be in charge of all things tech stack
- Experience with Gong a huge plus
- 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
- Quickly integrate feedback to improve course content and experience
- Manage logistics to ensure an outstanding training experience
- Partner with Sales and Account Management, 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
Our take
Investment advisers require speed, clarity and flexibility when managing client portfolios. Addepar is a wealth management software platform created with these requirements in mind. The platform aggregates portfolio, market, and client data in one place, allowing financial professionals to analyze and visualize the data they need.
Addepar currently tracks around $9 trillion of assets serving over 1,400 clients, including individual advisers, family offices, and large institutions such as AllianceBernstein, Bartlett Wealth Management, and Morgan Stanley.
The multi-unicorn company has been pursuing global expansion, opening its first office outside of the United States in Scotland in 2021 and a new London office in late 2022. It appointed new leadership members from companies like Oracle and Amazon Web Services. A Series G investment in 2025 is helping further accelerate its momentum as it continues to innovate its suite of solutions.
Steph
Company Specialist at Welcome to the Jungle
Insights
15% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
May 2025
$230m
SERIES G
Nov 2021
$130m
LATE VC
Total funding: $872.8m
Company benefits
- Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar
- Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world
- Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule
- Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy
- Learning & Development Allowance: Your continued growth and development are important to us
- Dynamic Team: Strong investment in the best talent at the intersection of technology and finance
Company HQ
Midtown East, New York, NY
Leadership
Eric Poirier
(CEO)Prior to joining Addepar in 2013, Eric spent over 6 years at Palantir Technologies as a Director. They also spent over 3 years at Lehman Brothers working in Fixed Income Analytics.
Bob Pisani
(CTO)Bob joined Addepar in 2020 as a VP of Engineering, moving into the role of Senior VP of Engineering in 2023 and CTO in 2024. Previously, they were a Solutions Architecture for Private Equity at Amazon Web Services and also spent 13 years at Schonfeld Strategic Advisors in various roles, including Head of Development and CTO.
Eric Daniels
(CFO/COO)Prior to joining Addepar in 2022, Eric was the CFO at Real Capital Analytics and NRC National Response Corporation as well as the CFO/COO at AutomativeMastermind.
Janeen A. France
(Chief Client Officer)Janeen joined Addepar in 2020 as a Director/Co-Head of Account Management, since then, they have held several VP/SVP roles and moved into the role of Chief Client Officer in 2025. Previously, they were an Independent Consultant and worked in Trading Operations & Client Service Strategy at J.P. Morgan Private Bank.
Peter O'Brien
(CRO)Peter joined Addepar in 2014 as a Senior Sales Executive, since then, they have held a number of Director/Senior Director, VP/SVP roles, and moved into the role of CRO in 2025.
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