Overview

Permanently 100% Remote, PST Preferred

Salary: $75-$85k Base + Benefits, 401k, PTO

We offer an intuitive web-based CRM for financial advisors and wealth managers. We are thrilled to announce we just closed $200MM in funding and are growing rapidly. Our CRM helps solo financial advisors and enterprise firms manage their book of business and increase sales.

We are Series B funded, have been in business since 2012, and have 150 employees. We are a remote-first company with a distributed team across the country.

Requirements

We are hiring an Enterprise Customer Education Specialist experienced with:

B2B SaaS
Client trainings
Onboarding/implementation
Running webinars
Setting up software configurations
Experience in financial services or working with financial advisors is a big plus, but not required!

What You Will Be Doing

Lead onboarding and implementation for new customers.
Guide customers through our platform and conduct discovery.
Make client workflows more efficient within our system.
Deliver live and recorded custom training sessions to clients.
Run webinars and develop relevant content.

What's In It for You

$75-$85k Base Salary
Comprehensive benefits: Medical, Dental, Vision
401k
Vacation/PTO
Bonus

How to Apply

Email your resume in Word format to [email protected].

Important: Do NOT change the email subject line. You must keep the JobID: linkedin : MA5-1987697L309 -- in the email subject line for your application to be considered.

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.

Equal Opportunity Employer

Everforth CyberCoders is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, or disability.

Remote Customer Education Specialist ($75-$85k)

Job summary

Work model