Client Education Specialist

Job Description

Job Description

This is a remote position.

NEXGEN Asset Management is looking for a Client Education Specialist to join their Client Success team. NEXGEN's Client Success Team is focused on delivering exceptional customer service, learning tools, training resources, and engagement opportunities for clients to ensure they're using NEXGEN to meet their asset management goals. The Client Success Team leads software trainings, hosts online webinars, moderates NEXGEN's online community space, and runs the NEXGEN support portal. Join our team's education division to help new users of our software learn the system and make a lasting impact with their organizations.

To excel in this role, you should be excellent in verbal and written communication and be unafraid when talking to large groups. We are looking for an extroverted personality that is comfortable presenting to groups of various backgrounds and is willing to travel to new places to conduct in-person trainings. 

The perfect candidate would be someone with teaching, training, and/or facilitation experience that enjoys solving complex problems or prefers to explore technical applications. Applicants confident with online learning tools and interested in building online community spaces are also encouraged to apply.

This position is remote friendly! Our main office is located in Sacramento, California but applicants from other areas of California, Colorado, Florida, Iowa, Louisiana, Nevada, North Carolina, Oregon, and Washington are also encouraged to apply as long as they live within 2 hours of a major airport and can work from 8 AM - 5 PM PST for at least the first 6 months of employment

 

This position will require overnight travel and potential weekend travel. Applicants should be comfortable traveling via airplane or car.

Responsibilities

• Effectively lead in-person and virtual trainings with clients that focus on learning objectives.
  
• Oversee deliverables for major training projects and meet deadlines.
  
• Create learning content using UDL methods.
  
• Prepare and plan webinar and/or conference content for existing clients to increase engagement.
  
• Evaluate existing training practices and adjust as needed to improve the learner experience.
  
• Collaborate with Subject Matter Experts to prepare training content for major trainings.
  
• Document new features via knowledge base articles, interactive coursework, and/or short videos.
  
• Travel as needed to client sites, up to 25% of role responsibilities. Travel responsibilities may include overnight travel and weekend travel.
  
• Serve as a NEXGEN product expert.
  

Requirements

• Bachelor's degree in education, English, teaching or relevant field.
  
• 3+ years of experience as a Teacher, Trainer, Tutor, or other relevant position.
  
• Experience creating online or in-person training content.
  
• Professional presentation/facilitation experience.
  
• Excellent verbal and written communication skills.
  
• Proficient in MS Office.
  
• Excellent time management and organizational skills.
  
• Ability to multitask.
  
• Ability to work under pressure and prioritize tasks.
  
• Ability to work in a team with a positive attitude.
  
• Excellent customer service skills.
  

Nice to haves:

• Experience with documenting complex topics
  
• Experience with creating and editing educational videos
  
• Understanding or familiarity with the field of enterprise asset management
  
• A desire to completely master and grow into a position
  

Benefits

Why Work at NEXGEN:

• Engage with an innovative and intelligent team 
  
• Fun & progressive culture in a dog-friendly office 
  
• Flexible work environment 
  
• Competitive salaries and room for growth 
  
• Excellent benefits 
  

Benefits:

• Paid Time Off (PTO): Starts at 15 days per year, increasing by 8 hours for each additional year of service (capped at 200 hours).
  
• Paid Sick Leave: 40 hours per year.
  
• Retirement Planning: 401(k) plan eligible after 3 months of service with up to a 4% company match .
  
• Healthcare: Competitive health, dental, and vision insurance options.
  
• Holidays: Standard paid company holidays.
  

NEXGEN Core Values:

Courage – Do the right thing & do not be afraid of taking smart risks 

• Be bold and make intelligent decisions 
  
• Take initiative even when faced with adversity 
  

Innovation – Promote innovation & continuous improvement 

• Approach work with intellectual curiosity 
  
• Follow best practices of the industry 
  

Respect – Treat others with respect & professionalism 

• Be honest, open, and forthright 
  
• Approach the organization, clients and team with integrity 
  

Proactive – Anticipate & take the initiative to achieve results 

• Be aware of the situation and environment 
  
• Anticipate needs and take initiative to address them 
  

Results – Deliver exceptional results 

• Hold yourself accountable to deliverables and deadlines 
  
• Strive for excellence 
  

Community – Build a community of co-workers and clients 

• Family-driven culture of teamwork 
  
• Connect on a personal level with team and clients
  

NEXGEN is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.