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Client Education Jobs in Florida (NOW HIRING)

Director of Client Services

FL ยท On-site +1

$120K - $130K/yr

Professional Services, which delivers paid client-requested work; and Client Education, which makes credit union staff proficient and keeps them informed. The Director is accountable for delivery ...

PEO Client Advocate

Saint Petersburg, FL ยท On-site +1

$24.18 - $37.99/hr

Client Education - Preferred * Process Improvement - Preferred * Personalized Service - Preferred * Value Propositions - Preferred * Employee Engagement - Preferred * Net Promoter Score - Preferred

PEO Client Advocate

Saint Petersburg, FL ยท On-site

$24.18 - $37.99/hr

Client Education - Preferred * Process Improvement - Preferred * Personalized Service - Preferred * Value Propositions - Preferred * Employee Engagement - Preferred * Net Promoter Score - Preferred

Client Relations Manager

Miami, FL ยท On-site

$60 - $80/hr

We are currently looking for a Client Relations Manager (CRM), for the St. Louis area. We are ... education for cost and utilization savings opportunities Ability to analyze reports, create ...

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Client Education information

What is client education?

Client education refers to the process of providing clients with the information, resources, and training they need to make informed decisions, use products or services effectively, and achieve their goals. This role can involve creating educational materials, conducting training sessions, answering client questions, and ensuring clients fully understand the offerings of a company. Effective client education helps improve customer satisfaction, reduces misunderstandings, and fosters long-term relationships between clients and organizations.

What are the key skills and qualifications needed to thrive in client education, and why are they important?

To thrive in Client Education, you need expertise in your subject area, strong presentation skills, and often a background in education, communications, or the specific industry. Familiarity with learning management systems (LMS), webinar software, and content creation tools like PowerPoint or Canva is typically required. Exceptional communication, patience, and the ability to adapt explanations to diverse audiences are valuable soft skills. These competencies ensure clear knowledge transfer, client satisfaction, and effective learning outcomes.

How does a client education specialist typically collaborate with other departments to enhance client training programs?

Client Education specialists frequently work closely with product, customer success, and sales teams to ensure training materials are accurate and address real client needs. They gather feedback from these teams to update content, align messaging, and tailor training sessions to specific client challenges. Regular cross-functional meetings help specialists stay informed about product updates and client concerns, enabling them to proactively address questions and provide relevant resources. This collaborative approach not only improves client satisfaction but also ensures training programs remain current and impactful.

What is the difference between Client Education vs Customer Support Specialist?

AspectClient EducationCustomer Support Specialist
Required CredentialsRelevant certifications in education, communication, or industry-specific knowledgeCustomer service training, technical knowledge, certifications often in support tools
Work EnvironmentEducational sessions, workshops, online tutorials, one-on-one coachingCall centers, help desks, online chat support, troubleshooting environments
Employer & Industry UsageFinancial services, healthcare, SaaS companies focusing on client onboarding and trainingRetail, tech, telecom, and service industries providing technical or product support

Client Education focuses on teaching clients about products or services through training and educational programs, aiming to empower clients and improve product understanding. Customer Support Specialists primarily assist clients with troubleshooting, resolving issues, and providing technical support. While both roles involve client interaction, Client Education emphasizes proactive learning, whereas Customer Support is reactive, addressing specific problems.

What cities in Florida are hiring for Client Education jobs?

Cities in Florida with the most Client Education job openings:

Senior Instructional Designer, Client Education Services

Intercontinental Exchange Holdings, Inc.

Jacksonville, FL โ€ข On-site

Full-time

Posted 27 days ago


Key responsibilities

  • Design, develop, and maintain engaging eLearning courses, policy and procedure guides, Mortgage Mentor Guides, and custom client learning solutions.

  • Collaborate with subject matter experts, stakeholders, and cross-functional teams throughout the content development lifecycle.

  • Design and develop assessments, knowledge checks, and learning activities within the Learning Management System (LMS).


Job description

Overview
Job Purpose
The Business Writing team transforms complex information into engaging, practical learning experiences that help mortgage industry professionals stay informed, compliant, and successful.
The team develops and maintains a robust library of eLearning courses, policy and procedure guides, and Mortgage Mentor Guides used by mortgage industry organizations nationwide. These subscription-based products help clients support Compliance Management System (CMS) requirements while navigating evolving federal regulations, investor requirements, and industry standards.
The Instructional Designer leads the design, development, and maintenance of high-quality learning solutions that deliver measurable business value. This individual collaborates with subject matter experts (SMEs), and leadership to create engaging learning experiences while identifying opportunities to transform client-specific needs into scalable products that benefit a broader customer audience.
This role is ideal for a self-directed instructional design professional who enjoys balancing creativity, business writing, compliance-focused content, and learning technology to deliver impactful learning solutions.
Responsibilities
  • Design, develop, and maintain engaging eLearning courses, policy and procedure guides, Mortgage Mentor Guides, and custom client learning solutions.
  • Apply adult learning principles and instructional design best practices to create effective, engaging, and learner-centered experiences.
  • Translate complex regulatory, compliance, and business requirements into clear, practical, and learner-friendly content.
  • Design and develop assessments, knowledge checks, and learning activities within the Learning Management System (LMS).
  • Adherence to established writing and design standards.
  • Participate in project planning, prioritization, and execution to ensure the timely delivery of products, updates, and client solutions.
  • Identify opportunities to improve existing products and develop scalable learning solutions that support broader market needs.
  • Collaborate with SMEs, stakeholders, and cross-functional teams throughout the content development lifecycle.
  • Leverage AI-enabled tools responsibly to improve content development efficiency, consistency, and innovation while maintaining instructional integrity and quality.
  • Contribute ideas and recommendations that improve workflows, processes, content standards, and customer outcomes.
  • Monitor industry, regulatory, and learning technology trends to help ensure content remains current and relevant.

Knowledge and Experience
  • Bachelor's degree in Instructional Design, Education, Communications, Technical Writing, Business, or a related field; equivalent professional experience may be considered.
  • Four (4) or more years of experience in instructional design, corporate learning, technical writing, content development, or a related field.
  • Demonstrated experience developing eLearning using Articulate 360 (Storyline and Rise).
  • Experience working with Learning Management Systems (LMS) and SCORM-compliant content.
  • Proficiency with Microsoft 365 applications.
  • Experience using AI-enabled tools responsibly to enhance content development while maintaining instructional quality, accuracy, and compliance.
  • Proven ability to collaborate effectively with SMEs and cross-functional teams.
  • Strong project management, organizational, and time-management skills.
  • Ability to work independently on complex projects with minimal supervision and provide guidance to less experienced team members when needed.
  • Excellent written and verbal communication skills with strong attention to detail

Preferred Qualifications
  • Experience in the mortgage lending, financial services, or regulatory compliance industry.
  • Knowledge of federal mortgage regulations and Compliance Management Systems (CMS).
  • Experience authoring content in MadCap Flare.
  • Experience with Adobe Captivate, Wellsaid, and Synthesia
  • Familiarity with accessibility standards and eLearning best practices.
  • Experience analyzing learning outcomes and using data to improve learner performance and content effectiveness.

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Intercontinental Exchange, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to legally protected characteristics.