Customer and Product Education Specialist

The Customer & Product Education Specialist is a blended role that bridges customer education and internal product enablement. This position is responsible for creating, delivering, and optimizing training resources that empower both external customers to succeed with our SaaS platform and internal teams to effectively communicate, service, support, and sell the product.

By combining customer-facing education with internal product knowledge, this role ensures consistency, clarity, and alignment in how our platform is understood and used across audiences.

This is a hybrid role and will require on-site presence at our St. Louis Park, MN office 3 days per week.

What you’ll be doing:

Customer Education (External-Facing)

 ·       Develop and implement customer education strategies to drive product adoption and satisfaction.

 ·       Design and maintain educational content (guides, videos, webinars, tutorials, documentation, and courses) tailored to various personas, products and verticals.

 ·       Partner with Product and Customer Success to identify knowledge gaps and evolve learning needs.

 ·       Host live training sessions and webinars, optimize content via user feedback and analytics.

 ·       Measure the effectiveness of training content and programs through customer engagement, adoption, retention, and satisfaction metrics.

Product Education (Internal-Facing)

 ·       Support internal enablement via (product playbooks, release briefs, trainings, knowledge base documents, FAQs).

 ·       Partner with Product Management and Marketing to translate complex features into clear, practical guidance for internal use.

 ·       Deliver live training sessions and build self-serve resources for employees on product updates, workflows, and best practices.

 ·       Develop, maintain and deliver curriculum to ensure new employees are trained and proficient in product knowledge, best practices and understanding of the financial services industries.

 ·       Ensure knowledge alignment across go-to-market teams to maintain a unified customer message.

 ·       Identify and prioritize product education opportunities through proactive engagement with product, and cross-functional feedback to continuously improve the effectiveness of the training offerings.

What we are looking for:

·       3–5 years in customer education, instructional design, or product enablement in an enterprise SaaS environment.

·       Strong instructional design background and familiarity with adult learning principles.

·       Proven ability to create engaging multimedia content (videos, guides, interactive learning).

·       Extensive experience with LMS platforms, knowledge management systems, eLearning tools, and AI enable content.

·       Excellent communication skills, capable of working cross-functionally with Product, Customer Success, Sales, and Marketing.

·       Analytical mindset to measure and improve the impact of training programs.

·       Ability to grasp complex technical software functionality and translate it into digestible/consumable content for audiences of various skill sets.

Compensation/Benefits: The anticipated base salary range for this role is $85,000 - $95,000 annually. Final total compensation offered is dependent upon the selected individual's qualifications and experience. This position is also eligible for an annual discretionary bonus based on company performance and other factors. As an employee of the company, you will be eligible to participate in the Employee Stock Option Plan. Total Expert offers a competitive range of benefits including Medical, Dental, Vision, HSA (Health Savings Account), FSA (Flexible Spending Accounts), company paid Life Insurance, Short-Term Disability, Long-Term Disability, Flexible Time-Off (FTO), Paid Parental Leave, and 401(k) with employer match.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.