Lead the vision and strategy for Edifecs University training and certification programs.
Collaborate with product, engineering, and sales teams to develop innovative training assets.
Oversee P&L, operations, and team development to drive business outcomes.
Cotiviti is a healthcare technology company that provides analytics and payment accuracy solutions. It operates globally with a focus on innovation and collaboration, employing a diverse team dedicated to improving healthcare outcomes.
Serve as the lead advisor for a dedicated client team, delivering proactive, personalized financial advice to moderate- and high-net-worth clients.
Guide clients through portfolio strategy, financial planning, retirement income, tax-efficient savings, and education planning.
Retain and grow assets under management by building trust and coordinating with your team to ensure a first-class client experience.
Empower is a financial services company dedicated to transforming financial lives through advice, people, and technology. They foster a flexible, inclusive culture with career development and volunteer opportunities, employing thousands of associates.
Serve as an educational and technical resource to manage complexities of significant wealth, including estate, tax and charitable planning.
Build and maintain relationships with financial advisors and provide consultative education of wealth management services and products.
Collaborate with relevant departments to provide comprehensive recommendations for the financial advisor, the client and their legal and tax professionals.
Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services. Founded in 1962, the firm has locations across the US, Canada, UK, and Germany, and is listed on the NYSE, with a people-first culture that values diversity and growth.
Design scalable learning experiences using adult learning principles and instructional design best practices for internal GTM teams.
Translate complex technical concepts into clear enablement content integrating AI, automation, and workflow optimization.
Collaborate cross-functionally to identify skill gaps and improve learning effectiveness through data and feedback.
Our partner is a technology company focused on AI-driven workflow innovation and learning solutions for Go-To-Market teams. They foster an inclusive culture centered on learning, innovation, and career growth in a remote-first environment.
Designing and creating high-quality digital training content to drive efficiency and simplification.
Building structured, linked modules that integrate business context and system tasks for scalable learning.
Applying online learning best practices to maximize engagement and retention across global teams.
RWS unlocks global understanding through language and content services, helping organizations be understood across cultures. Their Product & Technology team, with over 500 staff, supports 7500+ end users globally and fosters a culture of partnership, innovation, and progress.
Serve existing and prospective clients across financial planning disciplines including retirement, tax strategy, equity compensation, real estate, and estate coordination.
Support senior advisor client relationships and take on increasing ownership over time.
Prospect for new clients through referrals, community engagement, and professional networks.
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology, delivering a comprehensive wealth management experience. Backed by top-tier venture capital firms, it has a collaborative team of entrepreneurs.
Lead and manage the Operations learning delivery function, ensuring consistent, high-quality onboarding and continuous learning for front-line teams.
Develop and coach a team of 3-5 facilitators, providing performance management, mentorship, and professional development.
Partner with Operations leaders to identify knowledge gaps, translate business needs into effective learning solutions, and evaluate training effectiveness.
Kin makes life simpler for homeowners by using data, technology, and human support to offer clear, fair insurance and related products. Founded in 2016, Kin is a remote-first employer with Kinfolk across 35+ states, recognized as a Great Place to Work and on Forbes' Best Startup Employers list.
Lead the strategy, design, and delivery of learning solutions for the US Liver business, including disease state education, product training, and launch readiness.
Coach and develop a high-performing team of training leaders, fostering a collaborative and growth-oriented environment.
Partner with cross-functional stakeholders to assess learning needs, align training with business priorities, and ensure compliance and effectiveness.
Gilead Sciences is a biopharmaceutical company that has pursued breakthroughs in medicine for over 35 years, developing therapies for HIV, viral hepatitis, COVID-19, and cancer. With operations in more than 35 countries, the company is committed to creating a healthier world for all people and fosters a culture of collaboration, determination, and innovation.
Develop, revise, and present financial plans through planning software, specializing in retirement, risk management, tax, estate, and investment planning.
Partner with Wealth Advisors to maintain and enhance client relationships by actively participating in the financial planning process.
Mastery of technology stack including CRM and custodian websites, and serve as day-to-day contact for client needs.
Focus Partners Wealth offers wealth, asset, and business management services, supporting clients at every stage of life. With over $180 billion in regulatory assets under management, the firm uses research-backed investment strategies to create custom portfolios and delivers personalized wealth planning solutions to clients in all 50 states.
Deliver one-on-one virtual consultations and education sessions for retirement plan participants via phone and digital platforms
Design and implement education initiatives to improve participant engagement, retirement preparedness, and plan utilization
Lead webinars, virtual workshops, and campaigns focused on retirement readiness, investing, budgeting, and debt management
Mariner empowers individuals to build secure financial futures through retirement plan services and advisory support. The firm offers a collaborative culture that fosters teamwork, professional growth, and work-life balance.
End-to-end ownership of product milestones, revenue targets, and customer impact for the individual learning pod.
Translate company vision into product roadmap, define problems with design thinking, and drive AI-native operating model.
Lead voice of customer programs, own commercial outcomes, and communicate clear narratives to senior leadership.
Continued is an EdTech leader empowering professionals through online learning. The company is medium-sized with a 100% virtual team, and its culture is driven by curiosity, love of learning, and solving complex problems.
Own strategic relationships with top US insurance carriers, acting as the bridge between legacy operations and cutting-edge AI platform delivery.
Drive end-to-end delivery of complex AI implementation programs, ensuring measurable business impact and deep platform adoption.
Influence product roadmap and mentor team members while navigating enterprise politics and managing risk in digital transformation initiatives.
Instabase democratizes access to AI innovation for solving unstructured data problems. With customers including the world's largest organizations and investors like Greylock and Andreessen Horowitz, the company is a global, people-first team built on fearless experimentation and customer obsession.
Design, build, and continuously improve structured onboarding programs for Revenue roles.
Manage the AI role-play content library and track new hire progress to surface trends.
Partner with Revenue leaders to align onboarding with business needs and ensure seamless experiences.
Tekmetric is a cloud-based platform for auto repair shops that simplifies operations and helps shops thrive. It has grown from a single shop's vision to an industry-leading solution, fostering a culture of transparency, integrity, and innovation.
Develop and facilitate sales training strategy and curriculum to drive business priorities.
Consult with sales leaders and deliver coaching on sales processes and methodologies.
Enable knowledge sharing and alignment across sales, marketing, and product teams.
ISC2 is a nonprofit member organization for cybersecurity professionals, offering globally recognized certifications. The company fosters an inclusive, equitable environment with a global workforce and emphasizes integrity, advocacy, and excellence.
Lead cross-functional portfolio launch readiness to equip Sales, Customer Success, and Support teams for pipeline growth and product adoption.
Build engaging learning experiences, from live trainings to modular e-learning and certifications, that deepen product knowledge and sharpen field skills.
Create compelling enablement content including playbooks, battlecards, demo scripts, and value messaging that fuels differentiation and field confidence.
Edmentum is a dynamic educator and student-focused company dedicated to tech-enabled learning solutions. The company is a Remote First organization with a strong commitment to excellence, innovation, and customer satisfaction.
Develop and execute enablement programs for new products and strategic initiatives, collaborating with client-facing teams.
Build and maintain sales playbooks, presentations, and other resources to support client partnership teams.
Design training and certification programs to improve skills and performance, and gather feedback to drive continuous improvement.
Phreesia provides a SaaS platform that digitizes appointment check-in and offers tools to engage patients, improve efficiency, and enhance clinical care. They are a five-time winner of Modern Healthcare Magazine's Best Places to Work in Healthcare award and have been recognized on the Bloomberg Gender Equality Index.
Deliver live training sessions across 5 product lines for new and existing customers, ensuring learners achieve competence and confidence.
Design and iterate on interactive training collateral like e-learning and on-demand video, leveraging AI tools to accelerate content creation.
Collaborate cross-functionally to gather customer feedback and influence product roadmap, while managing training metrics to drive product adoption.
ApartmentIQ builds AI and data SaaS products for the PropTech industry, covering 40M units with daily property and market intelligence. We are a profitable, growth-stage company with a fully remote team of 100+ across the U.S., operating on a strict no a**holes policy and a culture of high performance.
Conduct engaging onboarding and ramp courses for ICS and leadership, emphasizing interaction and reducing new hire ramp time.
Collaborate with Sales leadership to pinpoint knowledge gaps and devise strategies for intervention enablement like skills training.
Track time-to-productivity and other ramp metrics for new hires, informing leadership of team performance across the ramp cycle.
DBT Labs is the pioneer of analytics engineering, helping data teams transform raw data into reliable, actionable insights. As of February 2025, they've surpassed $100 million in ARR and serve over 5,400 platform customers, backed by top-tier investors, and value empowering data practitioners.
Lead a territory of approximately 30 Planners to drive client acquisition, retention, and net new asset flows.
Mentor, develop, and support Planners to drive success throughout the sales funnel and expanded client value.
Partner across the organization to drive outstanding client experience while managing risk and adhering to policies.
Edelman Financial Engines provides personal, comprehensive financial planning and investment advice to all investors. The firm supports over 1.27 million clients across 140+ offices nationwide, managing over $324 billion in assets, and is grounded in CORE values of Client First, One Team, Respectful Candor, and Endless Curiosity.