Revenue Operations Training Specialist

Role Overview

The Revenue Operations Training Specialist will help internal Sales and Servicing teams build knowledge, skills, and confidence to deliver a consistent experience for small-business customers. This role develops and delivers practical training for new hires and existing employees, supports readiness for process and system changes, and measures whether training is improving job performance.

What You Will Do

Key responsibilities include designing and building onboarding and ongoing training curricula, creating engaging training materials, leading virtual and live training sessions, facilitating refresher sessions, and supporting rollouts of new systems and process changes.

Why It Might Be a Fit

The ideal candidate will have experience in training, enablement, or revenue operations, with strong facilitation, coaching, writing, and presentation skills. They will be able to make complex processes easy to understand and apply in day-to-day work, and have a practical, collaborative approach and sound judgment when working with confidential customer and business information.

Requirements

• A bachelor’s degree or equivalent relevant experience
• 3+ years of experience in training, enablement, or revenue operations
• Experience designing and delivering training or enablement for sales, customer service, servicing, or operations teams
• Familiarity with instructional design and adult learning principles
• Strong facilitation, coaching, writing, and presentation skills
• Ability to make complex processes easy to understand and apply in day-to-day work
• Comfort working with CRM and business systems
• Experience with HubSpot or a similar platform is helpful
• Experience with an LMS or content tools such as Loom or Articulate, and solid Microsoft Office skills
• Strong organization and follow-through, with the ability to manage several training needs at once
• A practical, collaborative approach and sound judgment when working with confidential customer and business information
• Experience in financial services, small-business lending, or a regulated customer-facing environment is preferred