Customer Education Specialist

Training Design & Delivery (Primary)

Conduct pre-training surveys to assess client needs, skill gaps, and goals; use findings to customize learning paths

Design training curricula, learning flows, and presentation decks tailored to each client's use case and skill level

Deliver interactive training sessions — virtual, in-person, or hybrid — across both business units

Distribute post-training surveys, consolidate feedback, and compile analytics reports on satisfaction, comprehension, and expectations

Continuously refine training materials based on feedback and evolving product features

Maintain a repository of training assets, attendance records, and reports

Workflow Optimization Support (Secondary, As-Needed)

Join client meetings occasionally as a technical resource when training sessions surface workflow questions

Identify manual, repetitive, or inefficient client processes during the course of training engagements

Recommend or help build simple automated solutions (e.g., using AppSheet, Apps Script, or Looker Studio) as capacity and expertise allow

Escalate more complex workflow or automation requests to the Customer Success Manager for scoping

2+ years of experience in a training, instructional design, or customer enablement role

Strong instructional design and presentation skills — able to translate technical concepts for varied, non-technical audiences

Experience building and analyzing surveys/feedback loops (e.g., Google Forms + Sheets reporting)

Comfort with client-facing communication in both training and light advisory contexts

Self-directed and comfortable owning a process end-to-end, from needs assessment to reporting

Willingness to develop deeper technical/automation skills over time