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Customer Onboarding, Learning Systems Specialist
Location
United States
Posted
65 days ago
Salary
0
Seniority
Mid Level
Job Description
Customer Onboarding, Learning Systems Specialist
Jonas Software
• Deliver Client Training & Onboarding • Serve as a software expert across all EZFacility products, guiding new clients through the critical first months of implementation. • Assess each client's goals and business needs; develop customized training plans that ensure they are set up for success. • Conduct live (Zoom-based) training sessions for both basic and advanced software usage, adapting your approach to each client's technical comfort level. • Collaborate with Sales and Account Management to ensure onboarding is completed on schedule and aligned with client timelines. • Demonstrate patience and professionalism when working with clients to resolve outstanding questions or issues. • Make product recommendations based on clients' overall business objectives and act on opportunities to enhance their experience. • Build a Scalable Self-Guided Onboarding Program • Design and implement structured self-guided onboarding tracks tailored to different customer segments and use cases. • Develop a scalable library of learning resources including short training videos, step-by-step tutorials, self-guided courses, and knowledge base articles. • Create learning paths for new customer onboarding, advanced product usage, and new feature releases. • Reduce reliance on live training sessions by replacing feature walkthroughs with high-quality digital content. • Implement Digital Adoption & Learning Tools • Own and optimize our digital adoption platform (Userpilot) to deliver in-app guidance, product tours, and contextual help experiences. • Implement and manage a Learning Management System (LMS) for structured, trackable training delivery. • Design guided product walkthroughs that help users learn the platform in the flow of their work. • Integrate AI into Customer Education • Evaluate and implement AI tools to accelerate content creation, enhance knowledge search, and personalize the learning experience. • Develop AI-assisted training resources that help customers find answers faster and reduce support ticket volume. • Stay current on emerging AI tools relevant to customer education and recommend adoption where beneficial. • Collaborate Cross-Functionally • Partner with Customer Success, Support, and Product teams to identify friction points in onboarding and design solutions that shorten time-to-value. • Work closely with the Training Team Lead to coordinate onboarding activities and share best practices. • Leverage Salesforce to track client training progress, document feedback, and streamline training initiatives. • Evaluate and document client feedback for the product development team's review. • Ensure all education content aligns with current product capabilities and best practices. • Measure & Continuously Improve • Track key metrics including onboarding completion rates, time-to-first-value, training engagement, and reduction in live training hours. • Brainstorm and execute client engagement and retention initiatives such as video tutorials, webinars, and user guides. • Continuously refine learning programs based on data, customer feedback, and evolving product capabilities.
Job Requirements
- 2+ years of experience in software training, customer onboarding, customer success, or a related field.
- Previous software training, customer service/support, and basic technical experience.
- Experience creating or delivering structured learning programs, training plans, or onboarding flows.
- Strong verbal and written communication skills with the ability to translate complex product functionality into simple, approachable learning experiences.
- Ability to prioritize, multi-task, and work independently with minimal supervision in a fast-paced environment.
- Strong work ethic and the ability to meet deadlines while managing multiple client relationships.
- A patient, client-first mindset with a genuine commitment to resolving issues and driving client success.
- Experience with Digital Adoption Platforms (Userpilot, WalkMe, Pendo, Appcues, or similar).
- Experience implementing or managing a Learning Management System (LMS).
- Familiarity with AI tools for content creation, knowledge management, or training personalization.
- Knowledge of Salesforce for tracking training progress and client data.
- Video editing experience for producing training and tutorial content.
- Prior experience in the SaaS industry; familiarity with the sports, fitness, or recreation industry is a strong plus.
- Experience working with SaaS customer success or training teams.
Benefits
- N/A
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Systems monitoring and learning specialist
Food and Agriculture Organization (FAO)The Food and Agriculture Organization of the United Nations (FAO) contributes to the achievement of the 2030 Agenda through the FAO Strategic Framework by supporting the transformation to more efficient, inclusive, resilient, and sustainable agrifood systems. FAO leads international efforts to defeat hunger and achieve food security for all. Works in over 130 countries worldwide with 195 Members. Offers policy advice and support to countries in the mandated areas of FAO. Ensures effective and efficient operations with adequate human and financial resources.
Organizational Setting The Food and Agriculture Organization of the United Nations (FAO) contributes to the achievement of the 2030 Agenda through the FAO Strategic Framework by supporting the transformation to MORE efficient, inclusive, resilient and sustainable agrifood systems, for better production, better nutrition, a better environment, and a better life, leaving no one behind. The Division of Agrifood Systems and Food Safety (ESF) at FAO provides strategic leadership to drive agrifood system transformation by supporting FAO HQ, decentralized offices, Members and partners in taking a systems approach to policy, programmes and projects, including through normative products, methods and tools; documentation and collective learning of systems approaches; and support for implementation at the national and subnational level. It also works to deliver on the FAO Strategic Priorities for Food Safety within the FAO Strategic Framework 2022-2031, including through the Joint FAO/WHO Scientific Advice Programme and support to the strengthening of national food control systems. The Agrifood Systems Transformation Unit (TU) in FAO’s ESF Division works to advance the adoption of a systems approach to agrifood systems transformation. Monitoring systems change (i.e. agrifood transformation) is an essential part of a systems approach. In the context of dynamic and interconnected agrifood systems, it enables implementers and partners see if agrifood systems are actually changing in the desirable direction, thereby supporting learning, adaptive management, accountability, and effective decision-making. Monitoring systems change provides early and actionable insights into how policies, programmes, and investments are influencing how systems function and are configured well before ultimate outcomes and impacts become visible. Systems learning processes are likewise essential to ensure what is learned through monitoring leads to adaptation and improvement of actions being undertaken in policy and practice. Reporting Lines The Specialist will report directly to the ESF Director. Technical Focus This role will provide technical support or leadership on the design, development, and operationalization of approaches to monitor the adoption of a systems approach and systems change, and associated processes of adaptation through learning, for the Agrifood Systems Transformation Unit. This includes supporting methodological design, providing technical backstopping and quality assurance, convening and facilitating learning processes, and ensuring alignment with institutional results and reporting frameworks. In addition, the role will act as the technical focal point for internal and external partnerships and engagements on monitoring systems change. Through this call for expression of interest, ESF aims at identifying specialists with experience in these areas of work, who will be endorsed on the roster. Tasks and responsibilities Design, monitoring and learning • In collaboration with project teams, design and implement approaches for monitoring the adoption of a systems approach and systems change into the TU’s ongoing and new work. This includes the selection, adaptation and operationalization of relevant methods and tools, providing technical backstopping and quality assurance throughout implementation of work to project teams and preparing reports on tested methods. • Establish and facilitate learning processes with implementing teams and partners in which data from monitoring efforts are used and interpreted to surface relevant insights and inform adaptive action during implementation • Ensure alignment and complementarity between systems change monitoring efforts and institutionally required results and reporting frameworks. 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Further guidance regarding FAO communications, policies and procedures can be found through the FAO intranet, OCC section. • Prepare clear and accessible technical notes, briefs and other (knowledge) products for different audiences demonstrating the value of monitoring systems change for different purposes CANDIDATES WILL BE ASSESSED AGAINST THE FOLLOWING Minimum Requirements • For Consultants: Advanced university degree from an institution recognized by the International Association of Universities (IAU)/UNESCO in public policy, public administration, social science, political science, international development, economics, sociology, data science, or another relevant field. 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Platforms and Learning Management Systems Specialist
CognizantCognizant is an award-winning global provider of information technology and business consulting services. Founded in 1994, the company is headquartered in Teaneck, New Jersey, and
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Open Position: Client Onboarding Manager - Clariti Reports To: Director of Implementations Location: Remote (US Based) About Us: At HST Pathways, we’re passionate about transforming healthcare. Our innovative software empowers surgery centers to provide care that’s not only more cost-efficient but also leads to better outcomes for patients. Backed by Bain Capital, we’re a profitable, fully remote SaaS company that’s growing quickly and entering an exciting new stage of expansion. With that growth comes opportunity—for us, our customers, and the people who join our team. What We’re Looking For: We’re looking for someone who is authentic, inspiring, and motivated to grow. You’re a quick learner who enjoys working in a fast-paced, evolving environment. You value diversity and inclusion and want to be part of a company that puts people first. Our values resonate with you, and you’re ready to embody them in your daily work. 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This role requires a highly process-oriented leader with strong experience in healthcare revenue cycle workflows, including insurance eligibility, verification, authorization, and payer contract structures, who can identify root causes and drive effective, scalable solutions. 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Customer Onboarding, Learning Systems Specialist
EZFacilityThe leader in facility management software.
• Deliver Client Training & Onboarding • Serve as a software expert across all EZFacility products, guiding new clients through the critical first months of implementation. • Assess each client's goals and business needs; develop customized training plans that ensure they are set up for success. • Conduct live (Zoom-based) training sessions for both basic and advanced software usage, adapting your approach to each client's technical comfort level. • Collaborate with Sales and Account Management to ensure onboarding is completed on schedule and aligned with client timelines. • Demonstrate patience and professionalism when working with clients to resolve outstanding questions or issues. • Build a Scalable Self-Guided Onboarding Program • Design and implement structured self-guided onboarding tracks tailored to different customer segments and use cases. • Develop a scalable library of learning resources including short training videos, step-by-step tutorials, self-guided courses, and knowledge base articles. • Create learning paths for new customer onboarding, advanced product usage, and new feature releases. • Implement Digital Adoption & Learning Tools • Own and optimize our digital adoption platform (Userpilot) to deliver in-app guidance, product tours, and contextual help experiences. • Measure & Continuously Improve • Track key metrics including onboarding completion rates, time-to-first-value, training engagement, and reduction in live training hours.



