Customer Education Specialist

About Crossbeam

Crossbeam enables top-performing go-to-market teams to transform their partner ecosystems into powerful revenue drivers. By securely comparing CRM data between companies, Crossbeam reveals shared customers, overlapping prospects, and creates warm leads. The platform generates what is called Ecosystem Intelligence — unique, actionable insights using second-party data that help revenue teams identify fresh opportunities, target the best accounts, and accelerate sales cycles. As a pioneer of ecosystem-led growth, Crossbeam is now advancing the field with AI-powered ecosystem intelligence for go-to-market teams.

Role Overview

In the role of Customer Education Specialist, you will play a key part in shaping how thousands of Crossbeam users acquire knowledge, develop skills, and maximize platform value. You will run dynamic virtual training sessions for sales personnel, partner managers, administrators, and other stakeholders who rely on Crossbeam to increase revenue through their ecosystems. Your efforts will focus on optimizing training systems, enhancing scalability, and leveraging AI to boost quality and efficiency.

Responsibilities

• Lead engaging virtual trainings, workshops, and onboarding for diverse groups including Sales, Partnerships, Marketing, and Admin teams — from small groups to organization-wide sessions with over 100 participants.
• Act as a passionate advocate for the Crossbeam learning experience, fostering adoption, discovery, and confidence in ecosystem-driven growth.
• Quickly build rapport, adapt teaching styles to various learner needs, read group dynamics, and steer customers toward valuable outcomes during live sessions.
• Develop deep expertise in Crossbeam’s product and translate this knowledge into clear, accurate, and user-focused training content.
• Contribute content to the Help Center, Crossbeam Academy, webinars, including help articles, documentation, scripts, and new course materials.
• Collaborate with Customer Success, Support, Product Marketing, and Partnerships teams to create a seamless educational journey across customer touchpoints.
• Apply AI and automation thoughtfully to enhance output quality without replacing human judgment.

Qualifications

• At least 1 year of experience in customer-facing roles such as Customer Success, Partnerships, Sales, Training, Support, or Onboarding.
• Confidence in live presentations, teaching, or demos and the ability to handle spontaneous questions effectively.
• Strong written communication skills with the ability to explain concepts in a simple and clear manner.
• Ability to quickly learn new tools, ideas, and workflows independently.
• Detail-focused, reliable, and self-driven with the ability to manage tasks from start to finish.
• Bonus points for familiarity with sales workflows, partnership ecosystems, or B2B SaaS products.

Ideal Traits

• Enjoy engaging with people and have a passion for helping others understand and succeed.
• Comfortable facilitating sessions and creating excellent learning experiences.
• Resourceful and honest when facing uncertainty, able to find solutions independently and quickly.
• Creative in writing and content development, simplifying complex topics into easy-to-follow guidance.
• Appreciate a mix of live teaching and impactful project work behind the scenes.
• Collaborative team player who values openness, clarity, and shared problem-solving.
• Genuinely care about improving others’ work performance and excel at listening.

Benefits

• A collaborative culture rooted in trust and accountability.
• Competitive salary and equity compensation.
• Comprehensive healthcare coverage for you and your family.
• Flexible remote work with access to local coworking spaces.
• Stipends for learning, wellness, and working from home.
• Generous paid time off policies.
• Paid parental leave benefits.
• Additional perks to support your wellbeing and success.

Additional Information

Location: Fully remote within the U.S. West Coast time zone.
Reports to: Alina Loux.