Role Description We are seeking an Enablement professional with extensive experience in building onboarding programs and being in charge of tech stack at a major sales organization. At Addepar, you will play a key role in ensuring the success of our Sales and Customer Success teams, while developing and implementing new processes that will make our reps more efficient at their daily roles. 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. What You’ll Do - Run the GTM onboarding program from end to end - Be in charge of major tech stack platforms, such as Gong, Workramp, and Allego - 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 Sales & CS, 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 Qualifications - Experience with Gong, Workramp, or other LMS & CMS platforms - Experience in implementing AI into all aspects of a customer facing reps daily processes - 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.

• Own relationship during initial onboarding phase for new Pros including account activation and transition, adoption and product utilization • Serve as the primary and dedicated resource for Pros during their early lifecycle • Reinforce and “resell” the value of HCP, helping Pros build confidence in their decision and driving early product adoption • Effectively communicate client information, trends, and feedback across teams • Partner cross-functionally to support Pro success • Develop, prepare, and nurture our Pros for advocacy • Identify opportunities for expansion, recommend areas for improvement • Manage details, timelines, and action to drive efficiency • Improve our Pros opportunities by leveraging qualitative and quantitative analysis • Develop processes that distinguish our brand by exceeding customer expectations in support delivery • Eloquently troubleshoot technical issues

• Lead and deliver structured onboarding training for new clients, ensuring they understand the platform setup, core workflows, and role-specific features. • Design and refine training programs for different client personas, focusing on adoption and feature usage. • Track training progress and adoption outcomes in HubSpot, proactively addressing any risks to client engagement. • Collaborate with internal teams to maintain up-to-date training content, including recorded walkthroughs and guides. • Identify opportunities for training program improvements based on adoption data and client feedback.

Title: Training Systems & Onboarding Specialist Location: USA - Remote Job Description: Job category: Channel Management Requisition number: TRAIN001950 - Full-time - Remote Job details Description Title: Training & Systems Onboarding specialist Location: US Remote Salary: $65-$76K About PSI Join Us at PSI - Where You Belong, Grow, and Thrive! At PSI, we believe that people achieve their best when they feel they truly belong. That’s why fairness and opportunity are at the heart of everything we do - not just words, but values deeply embedded in our culture and the full employee experience. We’re proud to foster an environment where everyone is supported to reach their full potential. From your first day through every step of your journey with us, you’ll feel the difference in how we work, grow, and succeed together. What You Can Expect From Us - We know that great work starts with feeling valued. That’s why we’ve benchmarked all our roles against local market rates and why you’ll always see salary details in our job postings. We believe in transparency, and we want you to feel confident that your next move aligns with your expectations. Position Summary The Training & Systems Enablement Specialist is responsible for onboarding new sites and delivering comprehensive training solutions in support of organizational initiatives, including site conversions, system implementations, and broader organizational integration efforts. This role facilitates new hire onboarding, technical systems training, continuing education, and specialized product training while ensuring employees are equipped to successfully navigate evolving processes, proctoring requirements, and software platforms. Key Responsibilities Training Delivery & Facilitation - Facilitate instructor-led and virtual training sessions, onboarding and integrating ETS/STN sites into PSI systems, technical systems training, continuing education, and specialized product training (e.g., Praxis, TOEFL and GRE) - Deliver targeted training to both ETS and PSI employees impacted by site conversions, system updates, and new programs integration initiatives - Ensure consistent, high-quality training experiences across multiple locations and audiences Systems & Integration Training - Lead training efforts to all employees related to technical and system implementations, site conversions, and Odyssey integration initiatives - Support employees in adapting to new workflows, tools, and compliance requirements during periods of change and integration Training Needs Analysis - Assess training needs for impacted sites and through collaboration with leadership - Identify skill gaps and recommend targeted training solutions aligned with operational and integration goals Program Support & Continuous Learning - Support ongoing continuing education initiatives to reinforce knowledge transfer - Provide refresher training and just-in-time learning resources for evolving systems, processes, and product updates - Monitor learner progress via LMS systems, and provide learning systems reports Other Ad-Hoc Support - Partner with operations, leadership, and project teams to align training with site conversion and integration timelines - Support ad-hoc training implementation plans, special projects, and other Odyssey integration initiatives Qualifications - Bachelor’s degree in Training & Development, Education, Business, or related field (or equivalent experience) - 3–5+ years of experience in training delivery, technical training, or systems training - Experience supporting system implementations, site conversions, or organizational integration initiatives preferred - Experience delivering product-specific or certification-related training strongly preferred - Strong facilitation and presentation skills across diverse audiences - Ability to quickly learn and train on new systems, tools, and product offerings Core Competencies - Training Facilitation and Engagement - Technical and Systems Training - Product Knowledge and Application - Managing Change and Integration Support - Communication & Collaboration Benefits & Culture Alongside a competitive salary, we offer a comprehensive benefits package designed to support your well-being, your future, and your sense of purpose:   - Retirement Benefits: 401(k), pension, or country-specific retirement plans with employer contributions - Generous Time Off: Enhanced paid time off/annual leave policies - Health & Wellbeing Coverage: Medical insurance tailored to your region, plus: - US: Dental, vision, life, and short-term disability insurance - UK: Medical cashback plan including dental, vision, and income protection - Flexible Spending Accounts (US) - Employee Assistance Program (EAP): Confidential support whenever you need it - Work-Life Balance: We understand life happens outside of work, and we fully support flexibility - Wellness Culture: Regular global wellness initiatives to help you stay healthy and inspired - Future Planning: Tools and support to help you grow personally and professionally - Giving Back: Enjoy a Volunteer Day each year and opportunities to support our communities and industry At PSI, we’re more than just a workplace - we’re a global team driven by shared values and real impact. If you're ready to be part of a company that’s committed to your growth and well-being, we’d love to hear from you. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.