Customer Education Specialist Hybrid

Advyzon

Job Location:

Chicago, IL - USA

Monthly Salary: $ 65 - 75

Posted on: 21 hours ago

Vacancies: 1 Vacancy

Job Summary

Role Overview
The 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 translatorsomeone who can turn complexity into clarity at scale.

Key Responsibilities
Training 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

Content Development & Strategy

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

Product Collaboration & Enablement

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

Systems & Process Improvement

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

Knowledge Base & Documentation

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

Cross-Functional Support

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

Qualifications

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

Preferred Skills

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

Impact & Success Metrics

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

Targeting a $65-$75k base and a 15 to 25% bonus target

Required Experience:

Manager

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...