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.
Operating within a complex, multi-product ecosystem (SaaS, BaaS, PaaS, Premium Finance), this role will translate product complexity into clear, structured, and actionable learning experiences that improve revenue execution, accelerate onboarding, increase confidence, and enhance client outcomes.
The Lead will partner closely with Product, Sales, Operations, and the Knowledge Team to build scalable enablement systems from the ground up, while directly delivering training, certification, and adoption programs.
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
1. 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.
2. Role-Based Enablement Programs:
In partnership with the hiring managers, design and deliver role specific education tracks tailored to functional needs:
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 sucess.
- 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.
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)
BaaS, PF or PaaS Product Management (Operations):
- Deep understanding of current clients and their needs. 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.
3. 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
4. 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 profesional 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
