Remote Education Specialist — Webinars & AI Content

Wealthbox; United States; Remote; USD 65,000 - 90,000; 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 be the face of Wealthbox education after customers go live. You will create how-to videos, knowledge base content, and webinars to help advisors adopt features and maximize usage.

You’ll lead one-on-one education sessions and collaborate with Support, Product, Marketing, Enablement, and client teams to close knowledge gaps. The role combines content creation with live teaching, requires strong communication and a passion for helping people learn,

Qualifications

• 3+ years in customer education, training, or content creation with live facilitation.
• Strong written and verbal communication; can explain software to non-technical users.
• Experience producing guides, videos, and webinars.

Responsibilities

• Create and maintain education content (videos, guides, KB articles).
• Collaborate with Product/Marketing for feature education and best practices.
• Host webinars and live sessions; onboard customers post go-live.
• Update knowledge base with product changes; create new articles for features.

Skills

Customer education

Training

Technical writing

Content creation

Live facilitation

Communication

AI content tooling

Remote collaboration

Tools

Screen recording software

Video editing tools

CRM software

Job description

Wealthbox is seeking an Education Specialist to be the face of Wealthbox education after customers go live. You will create how-to videos, knowledge base content, and webinars to help advisors adopt features and maximize usage.

You’ll lead one-on-one education sessions and collaborate with Support, Product, Marketing, Enablement, and client teams to close knowledge gaps. The role combines content creation with live teaching, requires strong communication and a passion for helping people learn,