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.
We’re seeking a Senior 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.e.
What You’ll Do
- Lead education-driven onboarding for new Wealthbox customers, including kickoff calls and platform walkthroughs.
- Consult with clients on best practices and translate their 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
A note on recruiting fraud
Fraudulent recruiting activities may use our name and branding to target job seekers. If you receive a suspicious email or job offer claiming to be from Wealthbox, please do not engage.
We only communicate from official Wealthbox email addresses. We do not use emails such as @wealthboxcareers.com, @wealthboxjobs.com, or similar lookalike email domains.
We never extend an offer without a formal team interview process. We will never ask you to send personal or financial information (e.g., social security number, bank info) via email or before an offer is made and accepted through official channels.
