Customer Education Specialist

Crossbeam; United States; Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Remote‑flexible with coworking spaces

Learning, wellness, and WFH stipends

Flexible time off

Paid parental leave

Comprehensive healthcare coverage

Competitive compensation and equity

Job summary

Crossbeam is seeking a Customer Education Specialist to shape how thousands of users learn, grow, and unlock value. You’ll lead high‑energy virtual enablements for Sales, Partnerships, Admins, and other professionals relying on Crossbeam to drive revenue through ecosystems.

You’ll build training content, contribute to Help Center and Crossbeam Academy, and collaborate with Customer Success, Support, Product Marketing, and Partnerships to deliver a cohesive learning experience.

Qualifications

• 1+ years in a customer‑facing role (Customer Success, Partnerships, Sales, Support, Training, Onboarding, or similar).
• Confidence speaking live to groups — presenting, teaching, demoing, or handling questions on the fly.
• Strong written communication skills and the ability to explain things simply and clearly.
• Quick learner who can pick up new tools, concepts, and workflows without heavy guidance.
• Detail‑oriented, dependable, and self‑motivated — comfortable owning tasks end‑to‑end.
• Bonus: knowledge of sales workflows, partnership ecosystems, or B2B SaaS.

Responsibilities

• Lead engaging virtual trainings, workshops, and onboarding sessions for audiences across Sales, Partnerships, Marketing, and Crossbeam Admins — from small stakeholder groups to 100+ person org‑wide calls.
• Serve as a high‑impact ambassador of the Crossbeam learning experience — driving adoption, aha‑moments, and confidence in ecosystem‑led growth.
• Build rapport quickly, adapt to different learners, read the room, and guide customers toward meaningful outcomes in real time.
• Develop deep Crossbeam product expertise and translate it into training content that’s accurate, accessible, and aligned with customer needs.
• Contribute to the Help Center, Crossbeam Academy, and webinars — help articles, documentation, scripts, and new courses.
• Collaborate with Customer Success, Support, Product Marketing, and Partnerships to deliver a cohesive learning experience across every customer touchpoint.
• Use AI and automation thoughtfully to improve output, not replace judgment.

Skills

Customer facing

Public speaking

Written communication

Fast learner

Detail oriented

Sales knowledge (bonus)

Job description

Customer Education Specialist

Location: Remote (U.S. West Coast)

About Crossbeam

The highest-performing go-to-market teams have figured out how to turn their partner ecosystem into a revenue engine, and Crossbeam is the platform that makes that possible. Companies use Crossbeam to securely compare CRM data with partners, revealing shared customers, overlapping prospects, and warm paths into deals.

That second-party data becomes Ecosystem Intelligence — a layer of unique signals and recommendations that helps revenue teams uncover new opportunities, target the right accounts, and win faster. We pioneered the category of ecosystem-led growth, and now we’re defining what comes next: go‑to‑market powered by AI-native ecosystem intelligence.

About the Role

As a Customer Education Specialist, you’ll help shape how thousands of Crossbeam users learn, grow, and unlock value. You’ll lead high‑energy virtual enablements for sales teams, partner managers, admins, and other professionals who rely on Crossbeam to drive revenue through their ecosystem. That includes building better systems, increasing leverage, and using AI to raise the quality and speed of execution.

What you’ll do:

• Lead engaging virtual trainings, workshops, and onboarding sessions for audiences across Sales, Partnerships, Marketing, and Crossbeam Admins — from small stakeholder groups to 100+ person org‑wide calls

• Serve as a high‑impact ambassador of the Crossbeam learning experience — driving adoption, aha‑moments, and confidence in ecosystem‑led growth

• Build rapport quickly, adapt to different learners, read the room, and guide customers toward meaningful outcomes in real time

• Develop deep Crossbeam product expertise and translate it into training content that’s accurate, accessible, and aligned with customer needs

• Contribute to the Help Center, Crossbeam Academy, and webinars — help articles, documentation, scripts, and new courses

• Collaborate with Customer Success, Support, Product Marketing, and Partnerships to deliver a cohesive learning experience across every customer touchpoint

• Use AI and automation thoughtfully to improve output, not replace judgment.

What you’ll need:

• 1+ years in a customer‑facing role (Customer Success, Partnerships, Sales, Support, Training, Onboarding, or similar)

• Confidence speaking live to groups — presenting, teaching, demoing, or handling questions on the fly

• Strong written communication skills and the ability to explain things simply and clearly

• Quick learner who can pick up new tools, concepts, and workflows without heavy guidance

• Detail‑oriented, dependable, and self‑motivated — comfortable owning tasks end‑to‑end

• Bonus: knowledge of sales workflows, partnership ecosystems, or B2B SaaS

You’ll do great if you:

• Thrive on human interaction. Speaking with customers and helping people “get it” energizes you.

• Like being the host. You enjoy facilitating, presenting, and crafting great learning experiences.

• Are resourceful. When you’re unsure, you’re honest — and you figure out the path forward quickly.

• Enjoy being creative. You love writing, shaping content, and turning complicated ideas into simple guidance.

• Love variety. You’re excited to split your time between live delivery and impactful behind‑the‑scenes project work.

• Are a team player. We collaborate closely and value openness, clarity, and shared problem‑solving.

• Genuinely care about helping people do their jobs better — and you’re a great listener.

What you’ll get:

• Collaborative teammates and a culture built on trust and accountability

• Competitive compensation and equity

• Comprehensive healthcare coverage for you and your family

• Remote‑flexible with access to co‑working spaces in your area

• Learning, wellness, and WFH stipends

• Flexible time off

• Paid parental leave

• …and more!