Education Specialist (Fully Remote)

Wealthbox; United States; Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

401k plan

Paid time off

Job summary

Wealthbox is a CRM platform for financial advisors, helping teams accelerate onboarding and adoption of AI-powered software.

The remote onboarding specialist will lead education-driven sessions, translate advisory processes into configurations, and deliver live training to diverse audience sizes.

Qualifications

• 2+ years in customer-facing onboarding or training, ideally in SaaS.
• Excellent communication skills and technical aptitude.
• Self-motivated for a fully remote environment.

Responsibilities

• Lead education-driven onboarding for new Wealthbox customers.
• Translate complex advisory processes into streamlined configurations.
• Facilitate live training sessions for diverse audience sizes.

Skills

Onboarding experience

Training

Communication skills

Technical aptitude

Job description

• Lead education-driven onboarding for new Wealthbox customers.
• Translate complex advisory processes into streamlined configurations.
• Facilitate live training sessions for diverse audience sizes.

What You Bring:

• 2+ years in customer-facing onboarding or training, ideally in SaaS.
• Excellent communication skills and technical aptitude.
• Self-motivated for a fully remote environment.
• 401k plan and paid time off.
• Competitive compensation.

Wealthbox

Wealthbox is a CRM software platform for financial advisors, rated #1 by users and market share. The company is a fast-growing team building AI-powered software, with tens of thousands of advisors using the platform.