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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

Britecap Financial

Revenue Operations Training Specialist

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