Customer Enablement & Trainer

Agent Sync is a powerful, easy-to-use Compliance as a Service solution, directly integrating regulatory database sources of truth (i.e. NIPR, FINRA) with core business systems (i.e. Salesforce) so we can automate the critical business processes associated with these compliance requirements.

We’re a new-school solution tackling an age-old, ubiquitous problem with smart technology and automation in a market full of inefficient, high-cost solution options - spreadsheets, manual processes, legacy software, more headcount, outsourcing, etc.

We are seeking a strategic and customer-focused Customer Enablement & Trainer to design and deliver high-impact learning experiences that drive product adoption, internal readiness, and long-term customer success.

This role blends hands‑on facilitation with program design. You will lead customer training engagements, deliver internal product education, and build scalable enablement frameworks grounded in adult learning principles. The ideal candidate is both an exceptional doer and a thoughtful architect of customer education strategy.

This position plays a critical role in accelerating time‑to‑value, strengthening retention, and supporting revenue growth through paid training offerings.

• Lead structured training engagements during customer onboarding and implementation to accelerate time‑to‑value and drive confident product adoption.
• Tailor training experiences to customer use cases, maturity levels, and strategic goals, reinforcing best practices and scalable workflows.
• Partner cross‑functionally with Implementation, Customer Success, Product, Product Marketing, and Revenue teams to align training with adoption, retention, and revenue goals.
• Identify adoption risks during training engagements and proactively surface insights to the account team.
• Design and deliver live and virtual customer education programs, including feature releases, advanced workshops, and best practice sessions.
• Build scalable learning assets (recorded sessions, modular content, reusable resources) to extend impact beyond live delivery.
• Continuously refine webinar engagement strategy, improving participation, interaction, and post‑session adoption outcomes.

• Own the execution and quality of paid training packages, ensuring high customer satisfaction and measurable impact.
• Track participation, feedback, and adoption signals to continuously improve curriculum effectiveness.
• Contribute to certification or advanced learning pathways as the program matures.
• Support expansion and renewal conversations by reinforcing product value through education.

• Deliver internal product education to Customer Success, Support, and Implementation teams to ensure consistent product fluency and customer messaging.
• Partner with Product and Product Marketing to stay aligned on roadmap updates and positioning shifts.
• Translate customer training insights into actionable feedback that informs product development and go‑to‑market refinement.

• Consistently high customer satisfaction across training engagements
• Measurable improvement in product adoption and usage following training
• Reduced post‑implementation support friction due to effective education
• Strong internal alignment and product fluency across customer‑facing teams
• Growth in training package utilization and contribution to expansion opportunities
• Continuous evolution of scalable customer education assets and programs

Experience

• 3–6+ years in customer training, enablement, implementation, or customer success
• Experience delivering live virtual and in‑person training sessions
• Background in SaaS or technology platforms preferred
• Experience facilitating webinars and group learning environments
• Must be able to travel XX to customer sites or main headquarters (if remote)

Skills

• Strong presentation and facilitation skills
• Ability to simplify complex concepts clearly
• Comfortable adapting content in real‑time
• Highly organized and detail‑oriented
• Strong cross‑functional collaboration skills

Nice to Have

• Exp…