The Customer Education Specialist will design scalable learning experiences, create training materials for Agiloft products, and deliver workshops and webinars to enhance customer product adoption.
As the most trusted global leader in data-first contract lifecycle management (CLM) software, Agiloft helps organizations manage the end-to-end process of proposing, negotiating, signing, and leveraging contracts using our flexible Data-first Agreement Platform (DAP). With contract data as the foundation, customers quickly and collaboratively reach agreement and leverage contract visibility to thrive with competitive advantage. Employing powerful, pragmatic artificial intelligence as a legal force multiplier, and robust integration capabilities as a data liberator, organizations around the world trust Agiloft’s certified implementers to deliver connected, intelligent, and autonomous solutions across the entire contract lifecycle.
Top analysts like Gartner, Forrester, and IDC agree, all showing Agiloft as a leader in the CLM space. Our no code platform is easily managed and administered by business users, which is why Agiloft is the contract you keep: nearly a full 100% of new customers are satisfied with their initial implementations, and some 97% of customers renew every year. Ours is a growing, vibrant, successful company that is at the forefront of a market that is becoming a must-have for all organizations.
We believe that the way to build the strongest, most vibrant place to work is to bring in individuals from all walks of life, and to support them in bringing their authentic selves to their day, every day. Our working philosophy is that “EX = CX”: when employee experience is excellent, so is customer experience. We support multiple Employee Resource Groups (ERGs), and offer a working environment that supports healthy work/life balance, including floating holidays and a quarterly, no-questions-asked wellness day.
Job Responsibilities
- Design and develop scalable customer education content for Agiloft products
- Create training modules, job aids, walkthroughs, videos, hands-on labs, and other customer-facing learning materials
- Deliver live customer webinars, workshops, and instructor-led training sessions
- Facilitate hands-on learning experiences both virtually and at in-person customer and industry events
- Travel for customer onsite training, workshops, conferences, and other customer education events (estimated quarterly, potentially monthly)
- Build learning experiences focused on product adoption, business outcomes, and real-world use cases
- Collaborate cross-functionally to identify training gaps and prioritize customer education initiatives
- Translate complex CLM concepts and workflows into clear, engaging, easy-to-follow learning experiences
- Use AI-assisted tools and emerging technologies to support scalable content development and customer education initiatives
- Build and maintain demo environments in a no-code platform
- Contribute to training strategy, learning standards, templates, and scalable program development
- Track training projects and manage content updates as Agiloft products evolve
- Use customer feedback and adoption insights to continuously improve learning programs
What You’ll Do
Required Qualifications
- 2–5 years of experience in customer education, technical training, product enablement, or a related field
- Experience with Contract Lifecycle Management (CLM) platforms or legal technology
- Experience in customer education, product adoption, customer enablement, or customer success-focused training programs
- Experience creating customer-facing learning materials SaaS or enterprise software products that support software adoption and user engagement
- Strong facilitation and presentation skills with the ability to confidently lead customer training sessions independently
- Experience developing eLearning and multimedia training content using tools such as Articulate Rise, Storyline, and Camtasia
- Ability to simplify technical concepts and connect product functionality to practical business use cases
- Strong AI literacy, adaptability, and enthusiasm for emerging AI technologies
- Comfort experimenting with and adopting AI-assisted tools to improve content development and learning workflows
- Strong organizational skills and attention to detail
- Experience collaborating across multiple teams and managing projects with competing priorities
- Comfortable working in evolving environments and helping shape new programs and processes
- Ability to learn software products quickly and build basic no-code demo environments
What We’re Looking For
Preferred Qualifications
- Bachelor’s degree in Instructional Design, Education, Communications, Marketing, Business, or a related field — or equivalent practical experience
- Experience supporting product launches or building customer education programs from the ground up
- Background creating visually polished, customer-ready educational materials aligned to branding standards
- Familiarity with adult learning principles and customer education best practices
- Experience presenting at customer events, workshops, or conferences
Why This Role
This is an opportunity to help shape Agiloft’s customer education and product adoption strategy during a major period of growth and innovation. You will play a foundational role in building learning programs that directly impact customer success, product adoption, and long-term user engagement across Agiloft’s product portfolio.
You’ll have the opportunity to build meaningful programs, work across teams, and influence how customers learn and succeed with Agiloft products.
Ensuring a diverse and inclusive workplace is our priority. We are committed to an environment of acceptance where you are free to bring your full self to work. All employment decisions at Agiloft are based on business needs, job requirements, and individual qualifications without regard to race, color, religion or belief, national or social ethnic origin, sex, age, sexual orientation, gender identity and/or expression, parental status, marital status, Veteran status, or any other status protected by the laws or regulations in the locations where we operate. If you have a need that requires accommodation during the recruiting process, please let us know by contacting Director, Talent Acquisition, Brad Toothman at [email protected].
Applicants from underrepresented groups such as minorities, veterans, or individuals with disabilities encouraged to apply.
Applications will be reviewed as submitted. There will be no application deadline for this opportunity.
Similar Jobs
Hardware • Security • Software • Cybersecurity
The Customer Education Specialist teaches and instructs agency customers on Motorola Flex software, conducts training sessions, and manages communications related to training schedules while traveling extensively to customer sites.
Top Skills:
Motorola Flex Software
Hardware • Security • Software • Cybersecurity
The Customer Education Specialist instructs customers on using complex software, conducts training sessions, and manages training schedules while adhering to guidelines.
Top Skills:
Motorola Flex Software
Cloud • Information Technology • Productivity • Security • Software • App development • Automation
Plan and execute high-intent events (roundtables, workshops, conference) to drive qualified pipeline. Manage venues, vendors, contracts, logistics, reporting, and sales alignment. Travel monthly, work closely with sales, customer, product, and marketing teams to deliver world-class attendee experiences.
Top Skills:
ConfluenceJIRA
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
