Customer Education & Implementation Specialist (New York City)

Xello; New York (NY); On-site; USD 50,000 - 80,000; Full time

Job summary

Join an innovative firm dedicated to empowering educators in New York City. As a Customer Education & Implementation Specialist, you will deliver impactful training and support to schools, helping them maximize their use of a leading educational platform. Your role involves conducting on-site sessions, creating tailored materials, and collaborating with cross-functional teams to drive platform adoption. This position offers a unique opportunity to make a positive impact on students' futures while working in a dynamic and supportive environment. If you are passionate about education and technology, this role is perfect for you!

Benefits

Remote Work Environment

4 Weeks of Vacation

80% Employer-Paid Health Benefits

401(k) with 3% Matching

4-Month Top-Up for Parental Leave

Qualifications

• 1-3 years experience in public school or corporate training.
• Knowledge of adult learning principles and instructional techniques.

Responsibilities

• Conduct on-site training for educators across NYC.
• Create customized training materials and user guides.
• Support evaluation of training and monitor key metrics.

Skills

Interpersonal Skills

Adult Learning Principles

Instructional Techniques

CRM Systems (Salesforce)

Google Suite

Educational Technology Integration

Education

Bachelor's Degree in Education or Related Field

Tools

Salesforce

Google Suite

Job description

Xello is looking for a Customer Education & Implementation Specialist (New York City)
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Who are you?

You are an enthusiastic and dynamic educator or training professional on a mission to empower educators and educational institutions in shaping successful futures for students in New York City.

With exceptional interpersonal skills and a strong work ethic, you excel in delivering outstanding learning experiences to educators. Your passion for teaching is evident, coupled with expertise in crafting effective strategies to achieve desired learning outcomes. Tailoring content to suit your audience comes naturally to you, as you prioritize clarity, relevance, and real-world application in your presentations. You are energized by the opportunity to offer just-in-time coaching, model best practices, and help educators embed college and career readiness activities into their daily work.

Collaborative by nature, you constantly explore innovative approaches to deliver impactful training, driving program adoption alongside your peers. Your organizational efficiency shines through in your ability to seamlessly schedule, conduct, and manage a wide variety of training sessions. You are also deeply attuned to the voice of the customer, capturing on-the-ground insights to inform continuous improvement of training, resources, and the platform itself.

You are a passionate educator and trainer, committed to making a positive impact in NYC schools by equipping educators with the knowledge, tools and confidence they need to guide students toward high quality postsecondary planning.

What you’ll do…

• Conduct on-site training and consultation for educators across New York City, grounded in a thorough understanding of the district’s goals and schools’ needs, to demonstrate how they can maximize their impact on students
• Relentlessly drive adoption with schools to ensure they’re using the platform to the greatest benefit for their students
• Participate in meetings, site visits and other events to build awareness of Xello and develop relationships with NYC educators
• Create and deliver customized training materials, user guides, and localized FAQs tailored to school needs
• Offer one-on-one, small-group, and virtual coaching sessions, particularly for new users or schools with limited capacity
• Collaborate with cross-functional teams—success managers, onboarding managers, and support staff—to ensure strong platform adoption
• Help schools embed the platform into existing advisory, classroom, and CCR programming
• Support evaluation of training and adoption approaches, monitor key metrics, and capture user feedback to inform future improvements
• Act as a field researcher, gathering authentic use stories, understanding barriers, and best practices to share with internal teams
• Contribute to the development and refinement of professional development materials and platform content
• Support school staff in using platform data to take targeted action and boost student engagement
• Stay on top of product and resource updates and creatively integrate new features into training
• Handle scheduling and administration of training sessions and maintain accurate records in the CRM (Salesforce)

What we’re looking for…

• Candidates are required to be located in the New York City area
• 1-3 years experience working in a public school district or corporate training environment, with knowledge of adult learning principles and instructional techniques
• Experience supporting school-based planning and/or integration of educational technology into classrooms or advisory periods
• Experience and comfort with CRM systems (e.g., Salesforce) and Google Suite
• Experience working with SaaS or education technology industry (nice to have)
• Ability to travel to locations throughout New York City, being on-site up to 70% of the time, with occasional travel outside

We’re Xello - Join us!

We are Xello (CASCAID in the UK), the leading developer of future readiness programs in North America and the UK and soon the world! Our mission is to help anyone, anywhere in the world to create a successful future through self-knowledge, exploration, and planning.

We believe that by bringing our best selves to our work and collaborating with one another, we can change the world. We are a very diverse group of individuals who work hard, laugh often and share in each other’s lives. We are an inclusive, equal opportunity employer.

Embracing agile practices, an innovative mindset, and keeping our users at the heart of what we do, are just a few of the keys to our success.

In addition to working with leading technologies, we are committed to continuous learning and growth through internal/external training and mentoring, which includes a PD budget for every employee.

For our Canadian based staff, we also offer:

• Flexible work arrangements including hybrid and remote
• 4 weeks of vacation
• Employer-paid health and dental benefits
• 4-month top-up for parental leave
• Group RRSP with 3% matching

For our US based staff, we also offer:

• Remote work environment
• 4 weeks of vacation
• 80% employer-paid health benefits
• 4-month top-up for parental leave
• 401(k) with 3% matching

For our UK based staff, we also offer:

• Remote work environment
• 28 days annual leave (inc. 3 days at Christmas) + bank holidays. With additional annual leave days added to reward long service

Like what you hear? Apply Now!