About Wealthbox

Wealthbox is the #1 CRM software platform for financial advisors: rated #1 by the people who use it and #1 in market share. Tens of thousands of advisors and their teams run their day on it, and our largest enterprise firms rely on it as the intelligent hub for their entire practice. We're a fast-growing team building the AI-powered software advisors actually want to use, and we're looking for people who want to help.

The Role

We’re seeking a Program Enablement Specialist to support our ongoing programs for the revenue teams and keep growing. You’ll coordinate onboarding and ongoing development programs, maintain the resources teams rely on, and make sure training turns into practice and follow-through.

You’ll partner closely with the Director of Sales Enablement and work across Sales, Account Management, Sales Development Representatives, and other customer-facing teams. This is a hands-on role for someone who enjoys creating order, improving how programs run, and helping people do their best work.

What You’ll Do

Coordinate enablement sessions, including schedules, presenters, materials, communications, assignments, and follow-up.
Manage the day-to-day operations of role-specific onboarding, including checklists, practice activities, certifications, and feedback.
Keep program materials and content repository resources current by working with subject matter experts to review and update content.
Support the use of enablement tools such as WorkRamp, Yoodli, and Gong; track participation, completion, and adoption.
Help deliver new development programs by coordinating materials, practice activities, team communications, and follow-up.
Gather feedback and report on program results to identify what’s working and what needs improvement.

What You Bring

3-4 years coordinating onboarding, enablement, learning, or training programs, ideally supporting a sales, account management, or customer success org
Experience contributing to a program from rollout through follow-up and results tracking
Strong organizational and project management skills, with the ability to keep multiple programs moving at once
Clear writing and communication skills and an eye for making information easy to find and use
Comfort partnering directly with sales, CS, and/or sales dev leadership to gather input, align on priorities, and follow through on deadlines
Experience using data and feedback to help improve programs
An interest in how revenue teams learn, practice, and develop their skills
Experience with a CRM, learning management system, knowledge platform, or conversation intelligence tool is a plus. Direct experience with WorkRamp, Yoodli, or Gong is a strong plus.

Work Schedule

Weekdays, during business hours.

Benefits

Competitive salary
Comprehensive health plan
401k plan
Paid time off

Program Enablement Specialist