The Customer Training Manager owns the delivery of all live product training for StratiFi's clients — and brings the professional training expertise to do it well from day one. This is not a role for someone learning how to train people. It is a role for someone who already knows how to train B2B SaaS clients — how to design a structured onboarding, how to run a live session that drives adoption, how to handle a room full of skeptical compliance officers — and applies that expertise to StratiFi's platform and wealth management market.
This role ensures every client gets a structured, confident training experience within 30 days of go-live. The training materials and documentation are built by the Enablement Operations Coordinator. This role brings the methodology, the delivery skill, and the B2B SaaS training experience to turn those assets into client outcomes.
Key Accountabilities:
Deliver live product training sessions for all new clients within 30 days of go-live — structured, role-specific, and outcome-focused
Own the full training lifecycle: onboarding curriculum design, session delivery, adoption follow-through, and content quality feedback
Build deep StratiFi product knowledge within 30 days and reach independent delivery capability within 60 days — without requiring Karan to be present
Design and iterate on training programs based on adoption data and client feedback — not just deliver sessions but improve them
Coordinate with Karan as product SME and Ivan as content builder — this role connects those two to the client experience
Track training completion and adoption outcomes in HubSpot and flag at-risk accounts before they become churn risks
Bring B2B SaaS training best practices into StratiFi — tools, formats, frameworks — and raise the standard of how we train