Customer Education Specialist - Hybrid

Advyzon•Chicago, IL

1d•Hybrid

About The Position

The Customer Education Specialist is responsible for designing, developing, and delivering scalable training programs and product education initiatives that drive user understanding, feature adoption, and overall client success. This role works cross-functionally with Product, Service/Support, and Marketing teams to translate complex platform functionality into clear, engaging, and user-focused training experiences and resources. The ideal candidate is equal parts educator, content strategist, and product translator—someone who can turn complexity into clarity at scale.

Requirements

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

Nice To Haves

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

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