Education Specialist
About Wealthbox
Wealthbox is the #1 CRM software platform for financial advisors: rated #1 by the people who use it and #1 in market share. Tens of thousands of advisors and their teams run their day on it, and our largest enterprise firms rely on it as the intelligent hub for their entire practice. We're a fast-growing team building the AI-powered software advisors actually want to use, and we're looking for people who want to help.
The Role
We're seeking an Education Specialist to help new Wealthbox customers learn the platform and use it with confidence. You will guide customers through onboarding with an education-first approach, teaching them not just how Wealthbox works, but how to make it work for their practice. You'll be a trusted guide during the critical first weeks of the customer journey, setting them up for long-term success. This is a customer-facing role that requires strong communication skills, technical aptitude, and a genuine passion for teaching. You will work closely with Customer Success, Support, Data Migration, and Product teams.
What You’ll Do
Lead education-driven onboarding for new Wealthbox customers, including kickoff calls and platform walkthroughs.
Translate complex advisory processes into streamlined Wealthbox configurations, helping customers work smarter from day one.
Facilitate professional live training sessions for diverse audience sizes, tailoring our onboarding framework to align with specific client objectives, organizational structures, and technical proficiency.
Develop and maintain onboarding resources, including guides, checklists, video walkthroughs, and FAQ documentation.
Track onboarding progress and customer engagement; identify and proactively address at-risk onboarding accounts.
Collaborate closely with team members and leadership to surface onboarding hurdles and customer insights, driving the evolution of our training resources, workflows, and the end-to-end customer journey.
Own Zendesk ticket management, meeting SLA targets, maintaining a high standard of customer experience, and prioritizing rapid resolution of critical needs.
What You Bring
2+ years of experience in a customer-facing onboarding, implementation, or training role, ideally within a SaaS or technology company.
Excellent verbal and written communication skills; ability to explain software concepts clearly to users of all technical backgrounds.
Proven ability to manage multiple onboarding engagements simultaneously while staying organized and detail-oriented.
Comfortable facilitating live video sessions (one-on-one and small groups) with confidence and professionalism.
Self-motivated and proactive, with strong time management skills suited to a fully remote environment.
Experience with CRM software or financial services technology is a strong plus.
AI-forward mindset with hands-on experience using AI tools to enhance customer communication, content development, and workflow efficiency.
A genuine passion for customer success and helping people get the most out of the tools they use.
Work Schedule
Weekdays, during business hours.
No travel required. (fully remote)
Benefits
Competitive compensation
Comprehensive health plan coverage
401k plan
Paid time off