Remote Enterprise Customer Education Specialist ($80-$95k)

Remote Enterprise Customer Education Specialist ($80

• 95k) Portland, OR Full-TimeRemote$80,000
• $95,000 /yr Posted May 21, 2026 Permanently 100% Remote, PST Preferred

Job Title:

Remote Enterprise Customer Education Specialist ($80

• 95k)

Salary:

$80

• 95k Base + Benefits, 401k, PTO

Requirements:

B2B SaaS, Client Facing, Training, Onboarding/Implementation We offer an intuitive web-based CRM for financial advisors and wealth managers. We're thrilled to announce we just closed $200MM in funding, and are doing some big things! Our CRM makes it incredibly easy for everyone from solo financial advisors to enterprise firms to manage their current book of business, and increase their sales. Our software integrates with leading FinTech brands and general tools like Google and Outlook. It enables them to manage their book of business, streamline their workflow, and grow their practice. We are Series B funded for $30MM, have been in business since 2012, and have150 employees. We are REMOTE first and our team is distributed throughout the country. Due to growth, we are hiring a 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 session to enterprise clients Run webinars and develop relevant content What's In It for You $80

• 95k Base + Benefits, 401k, PTO Vacation/PTO Medical Dental Vision Bonus 401k Colorado employees will receive paid sick leave.

For additional information about available benefits, please contact Matt Abbasfard For this position you must be currently authorized to work in the United States. We do not sponsor for this position. Preferred Skills EnterpriseCustomer EducationCustomer TrainingOnboardingImplementation Matt Abbasfard is recruiting for this position Email me your resume to apply for this job Matt Abbasfard is also recruiting for these positions Remote Enterprise Customer Education Specialist

• $80•95k Portland, OR Full-Time$80,000•$95,000 /yr

Job ID:

MA5-1987695

This job was posted on May 21, 2026 and last updated on May 21, 2026. Everforth CyberCoders is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results. Everforth CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. Everforth CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.