Revenue Operations Training Specialist

Job Title: Revenue Operations Training Specialist Location: Remote Department: Revenue Operations Reports to: Director of 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 design, deliver, and continuously improve training programs for our sales, underwriting, funding, and servicing teams. This role is responsible for onboarding new hires, building ongoing enablement on our CRM, revenue systems, and lending processes, and ensuring teams consistently follow best practices and compliance standards. The Training Specialist is a skilled facilitator and instructional designer who combines a strong understanding of revenue processes with a passion for helping people perform at their best.

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

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

• 3+ years of experience in sales enablement, revenue operations, or corporate training
• Bachelor's degree in Business, Education, Communications, or a related field, or equivalent experience
• Hands-on experience with CRM platforms, preferably Salesforce
• Proven experience designing and delivering training programs for sales or operations teams
• Familiarity with instructional design methods (e.g., ADDIE) and adult learning principles
• Experience with e-learning and content tools such as an LMS, Articulate, Loom, or similar
• Experience in financial services, lending, or fintech strongly preferred
• Strong working knowledge of Microsoft Office (Excel, PowerPoint, Teams)

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