Enterprise Education Specialist

Location: Remote | USA (PST hours preferred)

About Wealthbox

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.

The Role

We’re seeking a Enterprise 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.

Apply Now

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