Related skills
account management customer success sales enablement onboarding training📋 Description
- Own the Advisor Onboarding Journey end-to-end.
- Lead Sales-to-Activation handoff with Growth.
- Enable early adoption via training and resources.
- Drive speed to revenue with quick advisor onboarding.
- Balance multiple onboarding processes and communicate clearly.
- Monitor progress and coordinate with Client Servicing.
🎯 Requirements
- 3-5+ years in sales enablement, CS, or AM in tech/fintech/wealth.
- Strong customer-facing communication and relationship-building skills.
- Training and presentation skills; tailor to different advisors.
- Collaborative, low ego, self-starter with ownership mindset.
- Ability to plan, prioritize, multitask, and meet deadlines.
- Comfort with high-growth environments and quick tech adoption.
🎁 Benefits
- Competitive salary and equity package
- Unlimited PTO + paid company holidays
- Medical, dental, and vision plans
- 401(k), Commuter, and HSA/FSA plans
- NYC office in Manhattan
- Lunch and snacks in the office
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