Customer Success Specialist - Training & Enablement

Infodesk; New York (NY); Remote; USD 70,000 - 90,000; Full time

Job summary

A leading SaaS platform provider seeks an experienced Customer Training & Enablement Specialist to design and deliver effective training programs. This role involves collaborating with Customer Success teams, creating training materials, and ensuring customers are confident using the platform. Ideal candidates have 3–6 years of relevant experience with strong instructional design skills. The position offers an excellent opportunity to impact customer success positively. Candidates from the East Coast are preferred.

Qualifications

• 3–6 years of experience in training, enablement, or customer education.
• Proven experience delivering live training.
• Strong skills in instructional design and content creation.

Responsibilities

• Design and deliver customer training programs on Infodesk products.
• Conduct live and recorded training sessions for customers.
• Create and maintain training materials and videos.

Skills

Training and enablement

Customer education

Instructional design

Content creation

Presentation skills

Job description

Infodesk is the leading enterprise intelligence management SaaS platform, serving the top 100 companies across global life sciences, government, professional, and investment services. InfoDesk's proprietary "Smarter Data" technology gathers, normalizes, enriches, and summarizes content in real-time from external and internal sources to deliver business-critical insights that help clients increase their competitive awareness, mitigate risks, and make confident data-driven strategic decisions.

Note: Candidates should be from the East Coast.

About the Role

• We are seeking an experienced Customer Training & Enablement Specialist to design, deliver, and continuously improve training programs that support both customers and internal teams. This role sits within Customer Success and partners closely with Customer Success Managers (CSMs)/ Onboarding Project Managers and other managers within the organization.
• You will play a key role in ensuring customers and internal teams are confident, capable, and successful using our platform by delivering high-quality training, maintaining enablement content, and establishing best practices. This is a great opportunity for a training or enablement professional who enjoys blending instructional design, live training, and operational collaboration.

Core Responsibilities (What You’ll Do)

You will own and support training and enablement initiatives by:

1. Designing and delivering customer training programs covering:
   • Infodesk Products - functionality and best practices
   • AI functionality
2. Delivering live and recorded training sessions for customers and internal teams
3. Creating, maintaining, and improving training materials, including:
   • Help with articles and documentation
4. Producing short training videos for customer and internal use
5. Maintaining and expanding the Infodesk Portal help library
6. Partnering with Customer Success Managers to support:
   • Customer onboarding and implementations.
   • Ongoing customer education and adoption initiatives
7. Standardizing and documenting training processes and best practices.

Enablement & Optimization

• Identify knowledge gaps and proactively create content to address them
• Continuously refine training based on customer feedback, product updates, and internal needs Ensure training content remains accurate, relevant, and aligned with product releases
• Act as a subject‑matter resource for internal teams on product usage and workflows

Required Skills / Experience

• 3–6 years of experience in: Training, enablement, customer education, or learning & development OR Customer Success / Support with a strong training focus
• Proven experience delivering live training to customers or internal teams
• Strong instructional design and content creation skills.
• Comfortable presenting to groups and adapting content for different audiences.
• Experience working cross‑functionally with Customer Success, Product, or Operations teams.

Nice to Have

• Experience in a SaaS or technology‑driven environment
• Familiarity with customer onboarding and implementation workflows
• Experience creating video‑based training content (e.g., Loom, Camtasia, or similar tools)
• Experience maintaining knowledge bases or help portals
• Exposure to AI‑enabled products or complex platforms.