Customer Education Specialist - Hybrid
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Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Compensation
$65,000-$75,000/year
Job Description
Role OverviewThe Customer Education Specialist is responsible for designing, developing, and delivering scalable training programs and product education initiatives that drive user understanding, feature adoption, and overall client success.This role works cross-functionally with Product, Service/Support, and Marketing teams to translate complex platform functionality into clear, engaging, and user-focused training experiences and resources. The ideal candidate is equal parts educator, content strategist, and product translator—someone who can turn complexity into clarity at scale.Key ResponsibilitiesTraining Programs & Delivery
- 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
- Contribute to the evolution and scalability of training programs and content strategies
- 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
- Drive efficiencies and scalability across training and enablement initiatives
- Help implement tools or workflows that improve content creation and distribution
- Own and continuously improve the Knowledge Base and training documentation
- Ensure all resources are accurate, up-to-date, and aligned with product updates
- Optimize documentation to promote user self-service and reduce support dependency
- Serve as a subject matter resource for Service, Support, and Product teams on training materials and platform functionality
- Support internal enablement initiatives and help bridge communication between product development and user experience
- Collaborate across teams to ensure alignment in how the platform is presented and understood
- 3+ years of experience in training, product education, customer enablement, or a related role in finance (CFP or financial designation a plus)
- 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
- Experience in SaaS, fintech, or platform-based products
- Data-driven mindset with the ability to use metrics to improve training effectiveness
- Comfort with webinar tools, video creation software, and documentation platforms
- Experience supporting product launches or feature rollouts
- Increased adoption of product features and core workflows
- Improved effectiveness and scalability of training programs and documentation
- Reduced support burden through enhanced self-service resources
- Strong alignment across Product, Service/Support, and Training teams
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FAQs About Customer Education Specialist - Hybrid Jobs at Advyzon
What is the work location for this position at Advyzon?
This job at Advyzon is located in Chicago, IL, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Advyzon?
Candidates can expect a pay range of $65,000 and $75,000 per year.
What employment applies to this position at Advyzon?
Advyzon lists this role as a Full-time position.
What experience level is required for this role at Advyzon?
Advyzon is looking for a candidate with "Senior-level" experience level.
What is the process to apply for this position at Advyzon?
You can apply for this role at Advyzon either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.