Customer Education Specialist

Location: Remote \| USA (PST hours preferred) Wealthbox is the \#1 rated AI\-powered CRM software for financial advisors and the fastest\-growing platform in the market. We serve thousands of financial advisors with modern, AI\-powered software that makes it easy to manage client relationships, streamline workflows, and collaborate with a team in a product people actually love to use. We’re seeking a **Customer Education Specialist** to help our customers get the most out of Wealthbox through thoughtful onboarding, engaging education sessions, and high\-quality webinar support. You’ll play a central role in ensuring new and existing customers are set up for success from day one. What You’ll Do * Lead onboarding and implementation for new Wealthbox customers, guiding them through the platform while conducting discovery sessions to understand their current processes and ensure a smooth transition. * Translate client workflows into more efficient processes within Wealthbox by configuring and customizing the platform, including building templates, workflows, and custom fields tailored to their needs. * Design and deliver live and recorded education sessions tailored to different customer needs, roles, and experience levels. * Assist in the planning, preparation, and execution of customer\-facing webinars, including content development and live facilitation. * Develop and maintain educational resources such as guides, how\-to documentation, and video walkthroughs. * Collaborate with Customer Success, Product, and Support teams to keep educational content accurate, current, and aligned with product updates. * Track customer engagement and learning outcomes to continuously improve the education program. What You Bring * 3\+ years of experience in a customer\-facing training, education, or onboarding role, ideally within a SaaS or technology environment. * Excellent communication and presentation skills, with the ability to explain software concepts clearly and engagingly to users of all technical backgrounds. * Comfortable facilitating both one\-on\-one onboarding sessions and larger group webinars. * Self\-motivated and organized, with the ability to manage multiple sessions, projects, and deliverables simultaneously. * Familiarity with CRM software or financial services technology is a plus. * AI\-forward mindset with hands\-on experience using AI tools to enhance customer education, content development, and workflow efficiency. * Strong attention to detail and a genuine passion for helping customers succeed. Work Schedule * Weekdays, during business hours. (PST/PDT) * No travel required. (Fully remote) Benefits * Competitive compensation * Comprehensive health plan coverage * 401k plan * Paid time off Interested? Email us a note with your resume and a link to your Linkedin profile to jobs@wealthbox.com.