Product Enablement Lead

Position Purpose

The Lead, Product Mastery & Enablement is responsible for building and operationalizing product mastery across the organization. This is a hands-on, individual contributor role focused on designing and delivering role-specific education that enables Sales, Product, Operations, and Client Success teams to develop deep fluency in the company’s products, services, workflows, and value proposition.

Role Scope & Structure

• Individual contributor role responsible for both strategy and hands-on execution
• Expected to personally design, build, and deliver training programs and materials
• Operates as a foundational builder, establishing systems that scale with company growth
• Requires strong cross-functional collaboration without direct authority

Key Responsibilities

• Product Mastery Framework:
• In Partnership With The COO, Sr. VP Of Sales Enablement & Client Success, VP Of SaaS Products, EVP Of Sales, And The Knowledge Team
• Design and implement a company-wide Product Mastery framework across SaaS, BaaS, PaaS and Premium Finance.
• Define products fluency standards by role and level across the organization.
• Build structured internal certification pathways aligned to role expectations.
• Establish mastery benchmarks tied to performance expectations and career progression.
• Role-Based Enablement Programs:
• In partnership with the hiring managers, design and deliver role-specific education tracks tailored to functional needs.
• For Sales: industry context, target markets, and product positioning; value articulation and competitive differentiation; end-to-end sales lifecycle understanding, including implementation, client experience and ongoing success; product and workflow fluency across PaaS, PFaaS, gotoPF, and BaaS (as applicable); scenario-based objection handling; expansion opportunities within existing clients and partners; product ecosystem fluency across all lines of business (as applicable); strategic solution positioning for complex and enterprise opportunities (as applicable); ability to navigate both transactional sales cycles and complex, multi-stakeholder partnership engagements (as applicable); ability to identify clients priorities and position solutions that balance value, experience, and long-term scalability.
• For SaaS Product Management: deep understanding of current clients and their needs; end-to-end workflow mastery by line of business (Premium Finance or PaaS); PBS through the lens of the end user (in partnership with Operations).
• For BaaS, PF Or PaaS Product Management (Operations): deep understanding of current clients and their needs; end-to-end workflow mastery by line of business; escalation and exception handling; risk, compliance, and financial implications of operational decisions; solutioning discipline: evaluate and prioritize problems based on stakeholder impact (client vs. end customer), balancing contractual obligations, client value, customer experience, and long-term scalability.
• Hands-On Training Delivery & Certification:
• Deliver live workshops, simulations, and applied learning sessions.
• Build real-case training scenarios grounded in client and operational realities.
• Design and manage knowledge validation and certification programs.
• Reinforce learning through practical application and continuous iteration.
• Measurement & Continuous Improvement:
• Define and track metrics related to product mastery and enablement effectiveness.
• Measure impact on time-to-productivity, sales performance, product adoption, and operational accuracy.
• Continuously refine programs based on data, feedback, and evolving business needs.

Required Qualifications

• 6-10+ years of experience in B2B SaaS, fintech, insurtech, financial services, or similarly complex, multi-product environments.
• Demonstrated experience operating within multi-product or platform-based organizations (e.g., SaaS + financial products, or any bundled solutions), with a strong understanding of how products interconnect across workflows and client use cases.
• Proven experience building and executing product enablement programs from scratch, ideally as an individual contributor.
• Experience translating complex product systems into clear, structured, and actionable learning experiences for diverse audiences (e.g., Sales, Product, Operations, Client Success).
• Strong product and business acumen, with the ability to connect product capabilities to customer value, operational workflows, and revenue outcomes.
• Experience supporting go-to-market teams in complex, multi-stakeholder sales environments through product education, value articulation, and solution positioning.
• Demonstrated systems thinking, with the ability to simplify interdependencies across product lines, processes, and teams into scalable frameworks.
• Ability to operate effectively in a hands-on, build-and-deliver environment with limited resources.
• Experience measuring the impact of enablement initiatives using business metrics (e.g., revenue performance, time-to-productivity, adoption, error reduction).

Core Competencies

• Multi-Product Systems Thinking – Ability to understand and simplify complex product ecosystems into actionable frameworks
• Product-to-Value Translation – Connecting product functionality to real-world business outcomes and client impact
• Instructional Design for Professionals – Designing applied, role-based learning for professional roles
• Hands-On Execution & Builder Mindset – Willingness and ability to create, deliver, and iterate directly
• Go-to-Market & Commercial Acumen – Understanding how product knowledge drives revenue and growth
• Operational & Risk Awareness – Awareness of downstream impacts across operations, compliance, and client experience
• Influence Without Authority – Driving alignment across Product, Sales, and Operations
• Data-Driven Enablement – Using metrics to continuously improve learning effectiveness and business impact