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Role Overview:
- Lead customer onboarding and education across the first weeks of adoption.
- Work closely with Customer Success, Support, and Product teams.
Responsibilities:
- Facilitate kickoff calls and walkthroughs, teaching best practices.
- Create guides, videos, and webinars tailored to customer needs.
- Track engagement and improve education outcomes.
Qualifications:
- 3+ years in customer training or onboarding within SaaS.
- Strong presentation and communication skills.
- Self-motivated with CRM or financial tech familiarity a plus.
Work and Benefits:
- Fully remote during PST/PDT business hours.
- Comprehensive health, 401k, and paid time off.
Wealthbox
Wealthbox is the #1 CRM software platform for financial advisors, providing a hub for practice management. A fast-growing, customer-focused team with tens of thousands of users across enterprise firms, they value AI-powered solutions and practical education.