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Education Specialist

L4

virtual vocationsDenver, CO4 days ago
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
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Apply now (opens in a new tab)

Level

MidL4

Location

Denver, CO

Occupation

Training and Development Specialists

Industry

Educational Support Services

Posted

4 days ago

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