Business Development Onboarding & Training Specialist

Posted 19 Days Ago
Be an Early Applicant
Salt Lake City, UT, USA
Hybrid
Mid level
Legal Tech • Software
Filevine is a top-rated cloud-based case management solution for small and midsize legal firms and legal professionals.
The Role
Designs and manages BDR onboarding, training, coaching, mentorship, and enablement programs. Responsibilities include building sales curricula, facilitating live and asynchronous learning, coaching calls, creating certifications and cadence strategies, tracking ramp and conversion metrics, and improving programs through performance analysis. Requires strong instructional design, adult learning, facilitation, and B2B SaaS sales-tool expertise.
Summary Generated by Built In
Filevine is a Legal AI company delivering Legal Operating Intelligence for the future of legal work. Grounded in a singular system of truth, Filevine brings together data, documents, workflows, and teams into one unified platform—where modern legal work happens with clarity and consistency.
 
Powered by LOIS, the Legal Operating Intelligence System, Filevine connects context across every matter to transform legal operations from reactive to proactive. LOIS reads, understands, and reasons across your data to surface insight, automate complexity, and give professionals the clarity and confidence to see more, know more, and do more. Fueled by a team of exceptional collaborators and innovators, Filevine’s rapid growth has earned AI awards and recognition from Deloitte and Inc. as one of the most innovative and fastest-growing technology companies in the country.

Role Overview

    We are looking for an experienced and passionate BDR Onboarding & Training Manager to lead the design, delivery, and optimization of onboarding and ongoing training programs for our Business Development Representatives (BDRs). This individual will own the end-to-end onboarding experience, mentor program, upskilling curriculum, and BDR training strategy across all stages of the funnel, products, and verticals.

    You’ll be responsible for ensuring BDRs ramp quickly, gain deep knowledge of our product, process, and personas, and maintain excellence through engaging and high-impact enablement.

Key Responsibilities

    Onboarding Program Management
    • Design and execute a world-class, repeatable 2-week BDR onboarding program monthly.

    • Build curriculum that covers tools (Salesforce, Gong, SalesLoft, ZoomInfo, Sales Nav, 6Sense, GTM Buddy), writing and soft skills, sales methodology, professionalism, and product knowledge.

    • Facilitate live (in-person/virtual) sessions and manage asynchronous learning via GTM Buddy.

    • Conduct live call coaching and provide feedback using Gong and other engagement tools.

    • Set clear expectations and success metrics for all new BDRs.

    • Ongoing BDR Training & Enablement
      • Create and deliver coaching programs to improve SQL > SAL conversion.

      • Run 1:1 and group coaching, performance clinics, and targeted enablement sprints.

      • Collaborate with AE Enablement to create certifications and training tailored to verticals, personas, and product lines for BDR.

      • Create new cadence strategies for different practice areas or product launches.

      • Mentorship Program Oversight
        • Develop and manage the BDR Mentor Program, including mentor selection, training, performance tracking, and weekly check-ins.

        • Define and enforce program standards, ensuring mentors drive measurable impact.

        • Measurement & Continuous Improvement
          • Track and report on ramp time, training NPS, call quality, and qualification metrics.

          • Analyze performance data to iterate on onboarding and enablement content.

          • Maintain high standards of program engagement, completion, and impact.

          • What Success Looks Like
            • Reduced BDR ramp time and increased pipeline contribution within the first 90 days.

            • Higher conversion rates from SQL to SAL for ramped BDRs.

            • High training satisfaction scores (NPS).

            • Consistently positive mentor feedback and mentee performance improvement.

            • Strong cross-functional collaboration with Sales, Product, and Marketing Enablement teams.

Qualifications

    Must-Have Experience
    • 3+ years in Sales Enablement, BDR/BDR training, or sales leadership (preferably in SaaS).

    • Experience developing and facilitating training programs for inbound and outbound sales.

    • Strong instructional design skills and experience with adult learning principles.

    • Deep understanding of B2B SaaS sales tools (e.g., Salesforce, SalesLoft, Gong, GTM Buddy).

    • Exceptional facilitation, coaching, and communication skills.

    • Bonus Points
      • Prior experience in a quota-carrying BDR or AE role.

      • Familiarity with legal tech or complex, multi-persona sales cycles.

      • Experience designing certification paths and persona-based enablement strategies.

      • Background in instructional design or learning & development.

Work Location Expectation: Most roles for candidates in or near these metro areas (San Francisco, Salt Lake City, Chicago, or New York) are fully onsite. Some roles offer a hybrid schedule of 2–3 days in-office per week
 
 
Cool Company Benefits:
- A dynamic, rapidly growing company, focused on helping organizations thrive 
- Medical, Dental, & Vision Insurance (for full-time employees)
- Competitive & Fair Pay
- Maternity & paternity leave (for full-time employees)
- Short & long-term disability
- Opportunity to learn from a dedicated leadership team
- Top-of-the-line company swag
 
Privacy Policy Notice
Filevine will handle your personal information according to what’s outlined in our Privacy Policy.
 
Communication about this opportunity, or any open role at Filevine, will only come from representatives with email addresses using "filevine.com". Other addresses reaching out are not affiliated with Filevine and should not be responded to.
 
Filevine is an Equal Opportunity Employer. Qualifications for employment, promotion and other terms and conditions of employment are based upon the ability to perform the job. Equal-employment opportunities are provided to all applicants and employees without regard to race, creed, religion, color, age, national origin, sex, disability, veteran status, or other legally protected class. Filevine is committed to providing reasonable accommodations for qualified individuals with disabilities. If you need assistance or accommodation due to disability, or if you have concerns related to Filevine’s equal employment opportunities, you may contact us at [email protected]
 

Skills Required

  • 3+ years of experience in sales enablement, BDR training, or sales leadership, preferably in SaaS
  • Experience developing and facilitating inbound and outbound sales training programs
  • Strong instructional design skills and knowledge of adult learning principles
  • Deep understanding of B2B SaaS sales tools, including Salesforce, SalesLoft, Gong, and GTM Buddy
  • Exceptional facilitation, coaching, and communication skills
  • Prior quota-carrying BDR or AE experience
  • Familiarity with legal technology or complex, multi-persona sales cycles
  • Experience designing certification paths and persona-based enablement strategies
  • Background in instructional design or learning and development

Filevine Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Filevine and has not been reviewed or approved by Filevine.

  • Healthcare Strength — Health, dental, and vision coverage plus disability insurance and parental leave are presented as part of the core package, indicating a solid baseline. Feedback suggests these offerings contribute to a perception of comprehensive foundational benefits.

Filevine Insights

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The Company
HQ: Salt Lake City, UT
450 Employees
Year Founded: 2015

What We Do

Filevine is case management software built for and inspired by real attorneys. As a fully-featured suite of tools, it comes ready to manage every part of a moving case. Assign tasks, upload files or images, monitor staff productivity, and communicate with your client directly from within their case file. Our software is built on the truth that every law firm functions differently. That’s why Filevine is so customizable. Build new case-type templates, design automatic workflows, and receive customized reports on a schedule that fits your needs. Accessing your information is never a problem, because Filevine is hosted on The Cloud. To ensure security, your law firm’s data is protected through state-of-the-art encryption on redundant servers. All you need to get started is an internet connection and your favorite web browser. Learn more at filevine.com.

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