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Customer Education Specialist, Financial Technology - Raleigh, NC

Advyzon

Role overview

Qualifications

  • 3+ years of experience in training, product education, customer enablement, or a related role in finance
  • Experience creating multi-format educational content (video, written, live sessions)
  • Strong ability to simplify complex concepts into clear, user-friendly materials
  • Excellent communication, presentation, and facilitation skills

Responsibilities

  • Support the development of scalable training initiatives, including webinars and structured learning programs
  • Create and maintain high-quality product education content across formats
  • Partner closely with Product teams to support feature launches through training and documentation
  • Own and continuously improve the Knowledge Base and training documentation

About the company

Advyzon logo

Advyzon

Computer Software / SaaS

Advyzon was founded in 2012 by a dedicated team of entrepreneurs with decades of experience implementing, servicing, and developing financial technology for financial advisors. Based in Chicago, Advyzon is an advisors complete technology solution and is 100% cloud-based. The integrated platform includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence. By providing all of the key capabilities a firm needs to run their business, Advyzon helps advisors streamline their operations so they can focus on growing their business. We feel that technology should be simple to use, innovative and backed by exceptional client service, which are the core principles that Advyzon was founded on. Please visit www.advyzon.com to learn more.

Company details

IndustryComputer Software / SaaS
Company size51 - 200

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Job description

Role Overview
The Customer Education Specialist is responsible for designing, developing, and delivering scalable training programs and product education initiatives that drive user understanding, feature adoption, and overall client success.
This role works cross-functionally with Product, Service/Support, and Marketing teams to translate complex platform functionality into clear, engaging, and user-focused training experiences and resources. The ideal candidate is equal parts educator, content strategist, and product translator—someone who can turn complexity into clarity at scale.
Key Responsibilities
Training Programs & Delivery
  • Support the development of scalable training initiatives, including webinars, structured learning programs, and other one-to-many education efforts
  • Continuously evaluate and improve training programs based on engagement metrics and user feedback
  • Facilitate and moderate live training sessions, workshops, webinars, and other training outlets as needed
Content Development & Strategy
  • Create and maintain high-quality product education content across formats, including video, written documentation, and live training materials
  • Ensure consistency in messaging, tone, and accuracy across all training and content resources
  • Contribute to the evolution and scalability of training programs and content strategies
Product Collaboration & Enablement
  • Partner closely with Product teams to support feature launches through training, documentation, and user-facing communications
  • Translate complex workflows and functionality into clear, actionable, and user-friendly content
  • Provide feedback to Product teams based on user interactions, training sessions, and identified documentation gaps
Systems & Process Improvement
  • Identify and recommend improvements to systems and processes that enhance training delivery and user engagement
  • Drive efficiencies and scalability across training and enablement initiatives
  • Help implement tools or workflows that improve content creation and distribution
Knowledge Base & Documentation
  • Own and continuously improve the Knowledge Base and training documentation
  • Ensure all resources are accurate, up-to-date, and aligned with product updates
  • Optimize documentation to promote user self-service and reduce support dependency
Cross-Functional Support
  • Serve as a subject matter resource for Service, Support, and Product teams on training materials and platform functionality
  • Support internal enablement initiatives and help bridge communication between product development and user experience
  • Collaborate across teams to ensure alignment in how the platform is presented and understood
Qualifications
  • 3+ years of experience in training, product education, customer enablement, or a related role in finance (CFP or financial designation a plus)
  • Experience creating multi-format educational content (video, written, live sessions)
  • Strong ability to simplify complex concepts into clear, user-friendly materials
  • Experience working cross-functionally with Product, Marketing, and Customer Success teams
  • Excellent communication, presentation, and facilitation skills
  • Strong organizational skills with the ability to manage multiple projects simultaneously
  • Familiarity with learning management systems (LMS), knowledge base tools, or content platforms is a plus
Preferred Skills
  • Experience in SaaS, fintech, or platform-based products
  • Data-driven mindset with the ability to use metrics to improve training effectiveness
  • Comfort with webinar tools, video creation software, and documentation platforms
  • Experience supporting product launches or feature rollouts
Impact & Success Metrics
  • Increased adoption of product features and core workflows
  • Improved effectiveness and scalability of training programs and documentation
  • Reduced support burden through enhanced self-service resources
  • Strong alignment across Product, Service/Support, and Training teams

Targeting a $65-$75k base, and a 15 to 25% bonus target
 

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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