Note: The job is a remote job and is open to candidates in USA. Advyzon is seeking a Customer Education Specialist responsible for designing and delivering training programs that enhance user understanding and feature adoption. The role involves collaborating with cross-functional teams to create engaging educational content and improve training delivery systems.
Responsibilities
- Support the development of scalable training initiatives, including webinars, structured learning programs, and other one-to-many education efforts
- Continuously evaluate and improve training programs based on engagement metrics and user feedback
- Facilitate and moderate live training sessions, workshops, webinars, and other training outlets as needed
- Create and maintain high-quality product education content across formats, including video, written documentation, and live training materials
- Ensure consistency in messaging, tone, and accuracy across all training and content resources
- Contribute to the evolution and scalability of training programs and content strategies
- Partner closely with Product teams to support feature launches through training, documentation, and user-facing communications
- Translate complex workflows and functionality into clear, actionable, and user-friendly content
- Provide feedback to Product teams based on user interactions, training sessions, and identified documentation gaps
- Identify and recommend improvements to systems and processes that enhance training delivery and user engagement
- Drive efficiencies and scalability across training and enablement initiatives
- Help implement tools or workflows that improve content creation and distribution
- Own and continuously improve the Knowledge Base and training documentation
- Ensure all resources are accurate, up-to-date, and aligned with product updates
- Optimize documentation to promote user self-service and reduce support dependency
- Serve as a subject matter resource for Service, Support, and Product teams on training materials and platform functionality
- Support internal enablement initiatives and help bridge communication between product development and user experience
- Collaborate across teams to ensure alignment in how the platform is presented and understood
Skills
- 3+ years of experience in training, product education, customer enablement, or a related role in finance (CFP or financial designation a plus)
- Experience creating multi-format educational content (video, written, live sessions)
- Strong ability to simplify complex concepts into clear, user-friendly materials
- Experience working cross-functionally with Product, Marketing, and Customer Success teams
- Excellent communication, presentation, and facilitation skills
- Strong organizational skills with the ability to manage multiple projects simultaneously
- Familiarity with learning management systems (LMS), knowledge base tools, or content platforms is a plus
- Experience in SaaS, fintech, or platform-based products
- Data-driven mindset with the ability to use metrics to improve training effectiveness
- Comfort with webinar tools, video creation software, and documentation platforms
- Experience supporting product launches or feature rollouts
Company Overview