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Strategic HR Manager at RightCapital | Talent, People Operations, Benefits, and Employee Experience
Position Summary
The Manager of Sales Training is responsible for designing, delivering, and continuously improving training and onboarding programs for the SDR team, Sales Associates (SAs), and Sales Executives (SEs). This role ensures every new sales hire is equipped with the product knowledge, sales skills, and tool proficiency needed to ramp quickly and hit performance targets.
Key Responsibilities
Onboarding & New Hire Training
Own and execute the end-to-end onboarding experience for all new SDRs, BDRs, Sales Associates, and Sales Executives, from Day 1 orientation through full ramp
Deliver structured, multi-session training covering RightCapital product knowledge, financial planning concepts (retirement analysis, Monte Carlo, Roth conversions, insurance, Social Security, estate planning, tax planning), and competitive positioning (eMoney, MoneyGuide battle cards)
Coordinate with HR on Day 1 logistics (Rippling, I-9, benefits) and ensure a seamless first-week experience
Sales Tools & Process Training
Train new hires on the full sales technology stack: Salesforce, Salesloft (cadences, Rhythm workflow, dialer, call dispositions/sentiments), Calendly, RingCentral, and Slack
Ensure reps understand daily workflows including Salesloft Rhythm task management, cadence execution, email deliverability best practices, and Salesforce pipeline management
Keep training materials current as tools and processes evolve (e.g., new Salesloft cadences, Salesforce dynamic forms, AI research tools)
Performance Standards & Coaching
Develop sales tracks for SDRs throughout their growth journey, including preparation for advancing into the sales organization
Educate new SDR hires on role-specific KPIs and ramp expectations
Facilitate mock demos, script practice, and call reviews during onboarding for SAs and SEs
Educate SAs and SEs on role-specific KPIs and ramp expectations
Conduct structured 1x1 follow-ups at 5-week and 9-week post-training milestones for new SDR hires
Content & Curriculum Development
Maintain and improve the SA/SDR Training Manual, training session recordings, quizzes, and assignments in Guru, Notion, and SharePoint
Develop new training content as the product, competitive landscape, and sales processes evolve
Collaborate with the Sales Associates onboarding track to ensure consistency across SDR and SA training paths
Cross-Functional Collaboration
Partner with Revenue Operations on Salesforce and Salesloft process changes that impact training
Work with Marketing on competitive battle cards, product positioning, and messaging updates
Coordinate with Customer Support and Onboarding teams to provide new hires with exposure to support calls and onboarding workflows
Collaborate with the Product team to stay current on new features and modules
Qualifications
Required
3-5 years of experience in sales training, sales enablement, or a related role within a SaaS or fintech environment
Experience building and maintaining tracks within an LMS
Proven experience onboarding and ramping SDR and SA/SE teams
Strong working knowledge of Salesforce and sales engagement platforms (Salesloft preferred)
Excellent presentation, facilitation, and coaching skills
Ability to create structured training programs with measurable outcomes
Strong organizational skills and attention to detail
Preferred
Experience in financial services or financial planning technology
