Customer Education Specialist

Job not on LinkedIn

🔥 5 minutes ago

🌵 Arizona, California, +15 more states – Remote

🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🐊 Florida – Remote 🌽 Illinois – Remote 🌪️ Kansas – Remote 🌾 Nebraska – Remote 🌲 North Carolina – Remote 🦀 Maryland – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote ❄️ Minnesota – Remote 🔔 Pennsylvania – Remote 🤠 Texas – Remote ⚔️ Virginia – Remote ☕ Washington – Remote 🧀 Wisconsin – Remote

💵 $65k - $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

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Advyzon

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2012

💸 Finance

💳 Fintech

Finance • Fintech • Software

Advyzon is a comprehensive platform designed for Registered Investment Advisors (RIAs) to manage and scale their firms effectively. The platform offers a range of tools including portfolio management, client reporting, billing, CRM, and secure document management, streamlining daily operations and enhancing client interactions. With a strong focus on exceptional technology and unmatched service, Advyzon aims to revolutionize the financial services industry, making it easier for advisors to cater to their clients' needs while maintaining high client retention and satisfaction.

📋 Description

• Support the development of scalable training initiatives, including webinars, structured learning programs, and other one-to-many education efforts • Continuously evaluate and improve training programs based on engagement metrics and user feedback • Facilitate and moderate live training sessions, workshops, webinars, and other training outlets as needed • Create and maintain high-quality product education content across formats, including video, written documentation, and live training materials • Ensure consistency in messaging, tone, and accuracy across all training and content resources • Partner closely with Product teams to support feature launches through training, documentation, and user-facing communications • Translate complex workflows and functionality into clear, actionable, and user-friendly content • Provide feedback to Product teams based on user interactions, training sessions, and identified documentation gaps • Identify and recommend improvements to systems and processes that enhance training delivery and user engagement

🎯 Requirements

• 3+ years of experience in training, product education, customer enablement, or a related role in finance • Experience creating multi-format educational content (video, written, live sessions) • Strong ability to simplify complex concepts into clear, user-friendly materials • Experience working cross-functionally with Product, Marketing, and Customer Success teams • Excellent communication, presentation, and facilitation skills • Strong organizational skills with the ability to manage multiple projects simultaneously • Familiarity with learning management systems (LMS), knowledge base tools, or content platforms is a plus

🏖️ Benefits

• 15-25% bonus target • Flexible work arrangements