To support new customers in effectively utilizing the Wealthbox platform, the remote, full-time Education Specialist will lead onboarding efforts, conduct live training sessions, and develop educational resources to ensure customer success.
Key responsibilities:
Lead education-driven onboarding for new customers, including kickoff calls and platform walkthroughs
Facilitate live training sessions tailored to client objectives and technical proficiency
Track onboarding progress and proactively address at-risk accounts while managing Zendesk ticket resolutions
Required qualifications:
2+ years of experience in a customer-facing onboarding, implementation, or training role, preferably in a SaaS environment
Proven ability to manage multiple onboarding engagements simultaneously
Experience facilitating live video sessions with professionalism
Familiarity with CRM software or financial services technology is a strong plus
A genuine passion for customer success and teaching others