Develops and delivers onboarding, enablement, and ongoing training for sales, underwriting, funding, and servicing teams. Creates instructional materials, facilitates virtual and live sessions, supports CRM and process changes, participates in user acceptance testing, and reinforces compliance and system best practices. Measures training effectiveness through ramp time, adoption, adherence, and performance data while partnering with Revenue Operations, Sales, Operations, Compliance, Technology, and HR.
Job Title: Revenue Operations Training Specialist
Location: Remote
Department: Revenue Operations
Reports to: Vice-President, Revenue Operations
Company: BriteCap Financial LLC
About Us:
BriteCap Financial is a leading financial technology company dedicated to providing innovative lending solutions to small businesses since 2003. We specialize in helping small businesses nationwide thrive by offering tailored financing products and exceptional customer service. Our team is committed to fostering a supportive and collaborative work environment where individuals can grow and succeed.
Position Overview
Our Revenue Operations Training Specialist will help our internal Sales and Servicing teams build the knowledge, skills, and confidence needed 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.
Key Responsibilities
Training Program Development
- Design and build onboarding and ongoing training curricula for sales, underwriting, funding, and servicing teams
- Create engaging training materials, including playbooks, job aids, e-learning modules, videos, and knowledge base articles
- Translate revenue processes, system workflows, and policy changes into clear, practical learning content
- Maintain an up-to-date training library aligned with current tools, products, and procedures
Delivery & Facilitation
- Lead virtual and live training sessions for new hires and tenured team members
- Deliver role-based training on CRM usage (e.g., Salesforce), pipeline management, and deal lifecycle processes
- Facilitate refresher sessions and targeted coaching to close identified skill or process gaps
- Support rollouts of new systems, features, and process changes with timely enablement
- Participate in User Acceptance Testing to become an expert in what is being delivered.
Systems & Process Enablement
- Partner with Revenue Operations to document standard operating procedures and system workflows
- Train teams on data hygiene, reporting, and accurate use of revenue systems
- Reinforce compliance, policy, and quality standards related to the lending process
- Serve as a go-to resource for questions on process and system best practices
Measurement & Continuous Improvement
- Define and track training effectiveness metrics such as ramp time, system adoption, and process adherence
- Gather feedback from learners and managers to refine content and delivery
- Analyze CRM and performance data to identify trends and new training needs
- Report on training outcomes and recommendations to Revenue Operations leadership
Cross-Functional Partnership
- Collaborate with Sales, Operations, Underwriting, Compliance, and Technology leaders to align training with business goals
- Work with managers to reinforce learning through coaching and on-the-job application
- Coordinate with HR on onboarding schedules and new-hire readiness
Qualifications
- A bachelor’s degree or equivalent relevant experience is preferred. Training, instructional design, facilitation, or adult-learning certifications are a plus.
- 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.
Skills/Attributes:
- Excellent presentation and facilitation skills, both virtual and in person
- Strong written communication, with the ability to simplify complex processes
- Solid understanding of sales pipelines, the deal lifecycle, and revenue metrics
- Analytical mindset with the ability to use data to measure training impact
- Strong attention to detail and commitment to process accuracy and compliance
- Highly organized, able to manage multiple training initiatives at once
- Collaborative and effective at building relationships across departments
- Comfortable learning new systems quickly and teaching them to others
- Adaptable in a fast-paced, evolving environment
- Coaching mindset focused on helping others grow and succeed
- Proactive problem solver who identifies gaps and drives improvements
- Committed to continuous learning and innovation
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