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About the Role:
- Lead education-driven onboarding for new Wealthbox customers.
- Translate complex advisory processes into streamlined configurations.
- Facilitate live training sessions for diverse audience sizes.
What You Bring:
- 2+ years in customer-facing onboarding or training, ideally in SaaS.
- Excellent communication skills and technical aptitude.
- Self-motivated for a fully remote environment.
Benefits:
- Comprehensive health plan coverage.
- 401k plan and paid time off.
- Competitive compensation.
Wealthbox
Wealthbox is a CRM software platform for financial advisors, rated #1 by users and market share. The company is a fast-growing team building AI-powered software, with tens of thousands of advisors using the platform.