Description

The Customer Education Specialist, Senior leads the design and execution of scalable education programs—including onboarding curricula, product training, certification programs, and digital learning experiences—that guide customers from their first login through advanced, high-value workflows.

Working closely with Customer Success, Product, Support, and Operations, the Customer Education Specialist, Senior ensures education programs evolve alongside the product and support key customer lifecycle milestones. This role builds the frameworks, systems, and governance required to deliver high-quality, scalable learning experiences that drive product adoption, reduce support friction, and create measurable customer outcomes. 

What You Will Do:

Create Scalable Digital Learning Programs

Develop and manage a digital learning ecosystem, including LMS programs, knowledge resources, and digital education content that enable customers to learn and succeed at scale.
 

Build and Maintain Education Content Portfolio

Develop and maintain a comprehensive portfolio of advanced educational materials across various formats and channels—including videos, documentation, courses, and product walkthroughs—that evolve quickly alongside the product.
Create complex, nuanced content that resonates with legal, tax, and government affairs professionals, ensuring accuracy, relevance, and depth in addressing the specialized needs and high-level expertise of these audiences.
 

Partner Cross-Functionally to Drive Adoption

Collaborate closely with Product, Customer Success, Support, Sales, and Marketing to ensure education initiatives support:

Product launches
Feature adoption
Customer lifecycle milestones
Strategic customer success initiatives
 

Community Relationships

Co-own the customer community — moderating discussions, surfacing peer insights, facilitating roundtables, and ensuring the community remains an active, practitioner-valued resource rather than a passive support forum.
Nominate and steward customers for advocacy programs, case studies, and peer learning opportunities in coordination with Marketing and Customer Success.
 

Measure Education Impact

Define and track key metrics related to customer education effectiveness, including:

Activation and onboarding success
Product usage and feature adoption
Customer engagement with education content
Support deflection
Retention and expansion indicators
 

Use insights to continuously iterate and improve education programs.

Perform other related duties and responsibilities as assigned, demonstrating flexibility and adaptability in supporting organizational needs.
 

Requirements

You need to have:

Bachelors’ degree in Education, Learning & Development, Communications, or equivalent required; JD, legal, tax, or accounting background preferred
7+ years of experience in customer education, enablement, instructional design, or training within a SaaS or product-led environment.
Proven experience designing and scaling education programs aligned to the customer lifecycle that drive measurable product adoption and customer outcomes
Certifications in Instructional Design, Customer Education, or Learning & Development are a plus
Familiarity with LMS platforms, digital learning tools, CRM systems, and knowledge management platforms
Hands-on experience with Figma or similar design tools is a plus
Experience building content calendars, campaign planning systems, and learning program roadmaps
 

Compensation Range:

$115,000.00-$140,000.00
Placement in the salary range will be decided upon completion of the interview process. Salary determination will be determined based on factors including but not limited to relevant experience, demonstrated skills related to the requirements of the role, education, certifications, and geographic location.

Equal Opportunity

Bloomberg Industry Group maintains a continuing policy of non-discrimination in employment. It is Bloomberg Industry Group’s policy to provide equal opportunity and access for all persons, and the Company is committed to attracting, retaining, developing, and promoting the most qualified individuals without regard to age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or maternity/parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law (“Protected Characteristic”). Bloomberg prohibits treating applicants or employees less favorably in connection with the terms and conditions of employment, in all phases of the employment process, because of one or more Protected Characteristics (“Discrimination”).