Education & Webinars Lead (SaaS) - Remote

Wealthbox; United States; Remote; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive health plan coverage

401k plan

Paid time off

Job summary

Wealthbox is seeking an Education Specialist to drive education after customers go live, creating videos, knowledge base content, and webinars that help advisors adopt features and deepen usage. You will lead one-on-one education sessions and collaborate with Support, Onboarding, Product, Marketing, Enablement, and Account Managers.

You'll deliver on-camera webinars and place a strong emphasis on clear communication, content quality, and driving customer success in a fully remote role.

Qualifications

• 3+ years of experience in customer education, training, technical writing, or content creation, including live facilitation.
• Excellent written and verbal communication, able to explain software concepts clearly to users of varying technical backgrounds.
• Hands-on experience producing instructional content (guides, videos, webinars) with samples preferred.
• Comfortable presenting on camera and leading both group webinars and one-on-one sessions.
• Strong multitasking, time management, and organizational skills for multiple content projects.
• Self-motivated, proactive, and capable of working in a fully remote environment.
• Experience with CRM software or financial services tech is a plus; AI tools for content development are valued.
• A passion for customer success and helping users maximize tool adoption.

Responsibilities

• Create and maintain education content: videos, guides, and knowledge base articles.
• Collaborate with Product and Marketing for feature-specific education and best practices.
• Plan, host, and present webinars and education programs on advanced features.
• Engage with customers post go-live to ensure confidence and value realization.
• Share best practices to optimize advisors' daily workflows with Wealthbox.
• Identify education gaps from trends and data, prioritizing new content with teams.
• Keep knowledge base current with updates from customer-facing changes.
• Develop rollout content for Onboarding, Support, and Sales with Enablement guidance.

Skills

Communication skills

Live facilitation

Technical writing

Content creation

SaaS knowledge

Tools

Screen recording

Video editing

Job description

Wealthbox is seeking an Education Specialist to drive education after customers go live, creating videos, knowledge base content, and webinars that help advisors adopt features and deepen usage. You will lead one-on-one education sessions and collaborate with Support, Onboarding, Product, Marketing, Enablement, and Account Managers.

You'll deliver on-camera webinars and place a strong emphasis on clear communication, content quality, and driving customer success in a fully remote role.