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About the Role
This role is a unique opportunity to build and own Savvy’s enablement engine, ensuring Sales and Operations employees ramp faster, stay proficient, and execute at a high level. You will translate complex products, processes, and tools into practical, engaging training to improve employee performance and reduce the burden on functional leaders. You will collaborate with leaders and subject-matter experts to identify capability gaps, build scalable learning solutions, and measure program effectiveness.
Responsibilities
- Own onboarding and ramp programs for core Sales and Operations teams, including developing curricula, milestones, practice opportunities, and clear proficiency standards.
- Build and manage Savvy’s ongoing enablement program, including recurring training, refreshers, certifications, coaching resources, and targeted interventions based on performance gaps.
- Partner with Sales, Operations, Product, Product Marketing, and other subject-matter experts to translate complex products, processes, and launches into practical, role-specific training.
- Diagnose capability and performance gaps across teams and determine when enablement can meaningfully improve employee performance.
- Create engaging training experiences that emphasize practice, application, and behavior change rather than passive content consumption.
- Establish and track metrics across ramp time, proficiency, training effectiveness, adoption, productivity, and downstream business outcomes.
- Build scalable systems that capture institutional knowledge from functional leaders and SMEs without requiring them to repeatedly build and facilitate training themselves.
- Use AI to increase the quality, personalization, and scalability of enablement through tools such as simulations, role plays, coaching resources, and learning content.
Requirements
- 5+ years of experience in enablement, learning & development, sales enablement, operations enablement, or a related role, with experience owning programs end to end.
- Experience building or meaningfully improving onboarding and ramp programs for customer-facing, revenue-generating, or operational teams.
- Exceptional facilitator and teacher who can make complex or dry topics simple, practical, engaging, and memorable.
- Ability to think about enablement through the lens of business performance, focusing on faster ramp, stronger proficiency, better execution, and higher productivity.
- Comfortable diagnosing ambiguous performance problems, identifying underlying capability gaps, and translating them into actionable programs.
- Strong cross-functional partner who can work effectively with senior leaders and SMEs, extract expertise, and turn it into scalable learning.
- Highly data-driven and comfortable establishing success metrics, evaluating program effectiveness, and iterating based on data.
- A builder who thrives in a fast-moving environment, can create programs from scratch, and is comfortable iterating as products, processes, and priorities evolve.
- Highly fluent with AI and regularly uses it to improve work, build new capabilities, and create leverage.
Skills
- AI enablement
- Sales enablement
- Operations enablement
- Learning & Development
- Program ownership
- Curriculum development
- Performance diagnosis
- Data analysis
- Cross-functional partnership
- AI utilization
Location
- NYC office
Work Type
- Onsite
Experience Level
- 5+ years
Salary/Compensations
- Competitive salary and equity package
Benefits
- Unlimited PTO + paid company holidays
- Holistic medical, dental, and vision plans
- Company 401(k), Commuter, and HSA/FSA plans
- Access to virtual mental health care (Spring Health)
- Health concierge (Rightway)
- Counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)
- Lunch and snacks provided in the office
About the Company
- Savvy Wealth is reinventing wealth management with a modern, AI-native approach.
- They partner with experienced financial advisors, providing a proprietary tech platform, client portal, marketing team, investment management, and client services.
- Their AI-native platform, Savvy Intelligence, offers a complete financial picture for clients.
- Savvy is a Series C company with 170+ employees, $200M raised, and aims for $100M ARR this year.
- They were ranked the No. 1 fastest-growing financial services company in America by Inc. in 2026.
- Savvy is a Certified Great Place to Work, recognized for culture and growth by Newsweek and Fortune.