Senior Education Specialist (Fully Remote)

• Lead customer onboarding and education across the first weeks of adoption.
• Work closely with Customer Success, Support, and Product teams.

Responsibilities:

• Facilitate kickoff calls and walkthroughs, teaching best practices.
• Create guides, videos, and webinars tailored to customer needs.
• Track engagement and improve education outcomes.

Qualifications:

• 3+ years in customer training or onboarding within SaaS.
• Strong presentation and communication skills.
• Self-motivated with CRM or financial tech familiarity a plus.

Work and Benefits:

• Fully remote during PST/PDT business hours.
• Comprehensive health, 401k, and paid time off.

Wealthbox

Wealthbox is the #1 CRM software platform for financial advisors, providing a hub for practice management. A fast-growing, customer-focused team with tens of thousands of users across enterprise firms, they value AI-powered solutions and practical education.