Senior Education Specialist

📋 Description

• Lead education-driven onboarding for new Wealthbox customers, including kickoff calls and platform
• Consult with clients on best practices and translate their workflows into more efficient processes
• Design and deliver live and recorded education sessions tailored to different customer needs
• Assist in the planning, preparation, and execution of customer-facing webinars, including content
• Develop and maintain educational resources such as guides, how-to documentation, and video
• Collaborate with Customer Success, Product, and Support teams to keep educational content accurate

🎯 Requirements

• 3+ years of experience in a customer-facing training, education, or onboarding role, ideally within
• Excellent communication and presentation skills, with the ability to explain software concepts
• Comfortable facilitating both one-on-one onboarding sessions and larger group webinars.
• Self-motivated and organized, with the ability to manage multiple sessions, projects, and
• Familiarity with CRM software or financial services technology is a plus.
• AI-forward mindset with hands-on experience using AI tools to enhance customer education, content

🎁 Benefits

• Competitive compensation
• Comprehensive health plan coverage
• 401k plan
• Paid time off