Sales Training Manager
RightCapital Inc., Shelton, CT, United States
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.
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 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 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 Familiarity with financial planning concepts (retirement planning, tax strategies, insurance, estate planning) Experience with Guru, Notion, or similar knowledge management tools Background as an SDR, BDR, or Sales Associate prior to moving into enablement Overall Target Compensation: $90,000-$110,000 Group medical health insurance – multiple options with generous subsidies Vision and Dental group insurance 401(k) Plan with 100% employer match up to 3%, then 50% employer match from 3-5% Monthly bonus opportunities based on # of demos booked $1,200 yearly wellness fund that allows employees to improve all aspects of their wellbeing Free onsite gym membership Free weekly team breakfast and lunch Casual dress code Pet friendly office Fun and social outings, including happy hours and team building events Exciting growth opportunities and did we mention yet that we have a lot of fun! RightCapital's main office is in Shelton, CT RightCapital is an equal opportunity employer.
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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 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 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 Familiarity with financial planning concepts (retirement planning, tax strategies, insurance, estate planning) Experience with Guru, Notion, or similar knowledge management tools Background as an SDR, BDR, or Sales Associate prior to moving into enablement Overall Target Compensation: $90,000-$110,000 Group medical health insurance – multiple options with generous subsidies Vision and Dental group insurance 401(k) Plan with 100% employer match up to 3%, then 50% employer match from 3-5% Monthly bonus opportunities based on # of demos booked $1,200 yearly wellness fund that allows employees to improve all aspects of their wellbeing Free onsite gym membership Free weekly team breakfast and lunch Casual dress code Pet friendly office Fun and social outings, including happy hours and team building events Exciting growth opportunities and did we mention yet that we have a lot of fun! RightCapital's main office is in Shelton, CT RightCapital is an equal opportunity employer.
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