Technology Consultant, Advisor Enablement

Vaco; Saint Petersburg (FL); On-site; USD 70,000 - 100,000; Full time

Job summary

Vaco seeks a Technology Consultant to serve as a liaison between our technology platform and financial professionals who use it. You will demonstrate platform capabilities, deliver training, run webinars, and support nationwide adoption in a fast-paced, relationship-driven environment.

The role suits a polished presenter who translates complex tech into business value, educates users, and helps clients maximize technology value. Expect travel to onsite trainings and industry events.

Qualifications

• 3+ years in a client-facing technology or enablement role.
• Experience delivering software demonstrations or training sessions.
• Strong communication and public speaking skills.
• Experience translating technical concepts into business value.
• Preference for financial services or fintech experience.

Responsibilities

• Deliver engaging software demonstrations to prospective and existing clients.
• Lead webinars, training sessions, technology workshops, and virtual presentations for a variety of audiences.
• Translate complex product capabilities into business-focused benefits and practical use cases.
• Partner with internal technology teams and external stakeholders to understand business needs and recommend appropriate solutions.
• Develop educational content, user guides, training materials, presentations, and best-practice documentation.
• Support technology adoption initiatives through ongoing client engagement and enablement programs.
• Facilitate implementation discussions, strategic planning sessions, and product education initiatives.
• Gather user feedback and communicate enhancement opportunities to internal teams.
• Represent the organization at industry events, conferences, and client meetings.
• Travel periodically to support onsite training, relationship-building, and industry events.

Skills

Public speaking

Client engagement

Training delivery

Technical storytelling

Collaboration

Education

Bachelor's degree or equivalent

Tools

CRM platforms

Microsoft 365 (PowerPoint, Excel)

Reporting platforms

Job description

Technology Consultant, Advisor Enablement

Overview

A growing financial technology organization is seeking a Technology Consultant to serve as a key liaison between its technology platform and the financial professionals who use it. This individual will play a highly visible role in demonstrating platform capabilities, delivering training programs, conducting webinars, and supporting technology adoption across a nationwide network of users.

This position is ideal for a polished presenter who enjoys simplifying complex technology concepts, educating users, and helping clients maximize the value of technology solutions. The role combines software demonstrations, client engagement, training, and strategic enablement in a fast-paced, relationship-driven environment.

Responsibilities

• Deliver engaging software demonstrations to prospective and existing clients.
• Lead webinars, training sessions, technology workshops, and virtual presentations for a variety of audiences.
• Translate complex product capabilities into business-focused benefits and practical use cases.
• Partner with internal technology teams and external stakeholders to understand business needs and recommend appropriate solutions.
• Develop educational content, user guides, training materials, presentations, and best-practice documentation.
• Support technology adoption initiatives through ongoing client engagement and enablement programs.
• Facilitate implementation discussions, strategic planning sessions, and product education initiatives.
• Gather user feedback and communicate enhancement opportunities to internal teams.
• Represent the organization at industry events, conferences, and client meetings.
• Travel periodically to support onsite training, relationship-building, and industry events.

Qualifications

• 3+ years of experience in a client-facing technology, consulting, enablement, training, solutions engineering, customer success, or related role.
• Demonstrated experience delivering software demonstrations, presentations, training sessions, or workshops.
• Strong communication and public speaking skills with the ability to present to both technical and non-technical audiences.
• Experience translating technical concepts into clear business value.
• Background in financial services, financial technology, wealth management technology, or a related industry is strongly preferred.
• Experience with CRM platforms, financial software, reporting platforms, or enterprise software solutions is preferred.
• Proficiency with Microsoft 365 applications, including PowerPoint, Excel, and collaboration tools.
• Bachelor's degree or equivalent professional experience.

Success Profile

The ideal candidate will:

• Be a confident and polished presenter.
• Thrive in front of both small and large audiences.
• Quickly build rapport with clients and stakeholders.
• Balance multiple projects and competing priorities.
• Enjoy teaching users how to get the most value from technology.
• Be comfortable serving as a public-facing advocate for technology solutions.
• Translate product capabilities into simple, compelling business outcomes.
• Take a proactive, consultative approach to client engagement and education.