Customer Training and Education Specialist Job Description [Updated for 2024]

customer training and education specialist job description

In the current era of customer-centric businesses, the emphasis on Customer Training and Education Specialists has never been more pronounced.

As businesses continue to evolve, the demand for adept professionals who can facilitate, enhance, and secure customer training and education initiatives continues to grow.

But let’s delve deeper: What’s really expected from a Customer Training and Education Specialist?

Whether you are:

  • A job seeker trying to understand the core of this role,
  • A hiring manager outlining the perfect candidate,
  • Or simply interested in the intricacies of customer training and education,

You’ve come to the right place.

Today, we introduce a customizable Customer Training and Education Specialist job description template, crafted for easy posting on job boards or career sites.

Let’s dive in.

Customer Training and Education Specialist Duties and Responsibilities

Customer Training and Education Specialists are responsible for educating customers about a company’s products and services, as well as training them on how to use these.

They create educational materials, conduct training sessions, and ensure customers understand and can effectively use the products or services.

The duties and responsibilities include:

  • Assess customer needs and requirements
  • Develop and implement training programs tailored to the customers’ needs
  • Create instructional materials such as user manuals, tutorial videos, and guides
  • Conduct training sessions, workshops, and webinars for customers
  • Answer customer queries regarding the usage of the product or service
  • Monitor, evaluate, and record training activities and program effectiveness
  • Communicate complex information about the product or service in an understandable manner
  • Keep up-to-date with product developments to deliver accurate and current training
  • Collaborate with other teams to improve customer experience and satisfaction


Customer Training and Education Specialist Job Description Template

Job Brief

We are seeking a dedicated and experienced Customer Training and Education Specialist to help our clients understand and utilize our products and services to their full potential.

Your duties will include conducting informative training sessions, producing educational material, and offering personalized guidance to individual users.

You must be able to understand our products’ technical aspects and translate this information into easy-to-understand training materials.



  • Develop and implement training programs for clients in the use of company products and services.
  • Create educational materials such as manuals, videos, guides and FAQ’s.
  • Conduct on-site and virtual training sessions for clients.
  • Provide personalized customer support and professional development.
  • Identify and assess future and current training needs through job analysis, career paths, and consultation with line managers.
  • Monitor and evaluate training program’s effectiveness, success, and ROI periodically and report on them.
  • Maintain a keen understanding of training trends, developments, and best practices.



  • Proven work experience as a Training Specialist or similar role.
  • Experience in creating training materials and content – video content creation is a plus.
  • Familiarity with traditional and modern training methods, tools and techniques.
  • Familiarity with talent management and succession planning.
  • Excellent communication and leadership skills.
  • Ability to plan, multi-task and manage time effectively.
  • Strong report writing and record keeping ability.
  • Bachelor degree in Education, Training, HR or related field.



  • 401(k)
  • Health insurance
  • Dental insurance
  • Retirement plan
  • Paid time off
  • Professional development opportunities


Additional Information

  • Job Title: Customer Training and Education Specialist
  • Work Environment: Office setting with options for remote work. Travel may be required for training sessions or client consultations.
  • Reporting Structure: Reports to the Training Manager or Director of Education.
  • Salary: Salary is based upon candidate experience and qualifications, as well as market and business considerations.
  • Pay Range: $75,000 minimum to $95,000 maximum
  • Location: [City, State] (specify the location or indicate if remote)
  • Employment Type: Full-time
  • Equal Opportunity Statement: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
  • Application Instructions: Please submit your resume and a cover letter outlining your qualifications and experience to [email address or application portal].


What Does a Customer Training and Education Specialist Do?

A Customer Training and Education Specialist typically works for corporations across different industries or at educational service providers.

Their primary role is to help customers understand and effectively use a company’s products or services.

They work closely with the customer service, sales, and product development teams to understand the features and benefits of products or services.

They then create training materials, courses, and workshops to educate customers on how to use these products or services to their maximum potential.

Their job is to ensure that the customers can operate the products or services effectively and solve any common issues independently, enhancing customer satisfaction and reducing support calls to the company.

They also collect feedback from customers during training sessions, which they share with the product development team to improve the product or service.

Moreover, they might be responsible for training internal staff on new product features or services, enabling them to better assist customers.

In the case of software or tech companies, the Customer Training and Education Specialist may also conduct webinars, create video tutorials, and write user manuals or FAQs. For other industries, they might organize on-site training sessions, workshops, or presentations.

Their role is crucial in enhancing the overall customer experience by empowering customers through education and training.


Customer Training and Education Specialist Qualifications and Skills

A proficient Customer Training and Education Specialist should have a range of skills and qualifications that match the job role, such as:

  • Excellent communication skills to effectively teach customers about product features and how to use them efficiently.
  • Strong presentation skills to conduct engaging and informative training sessions.
  • Knowledge of instructional design techniques and adult learning principles to create effective training materials.
  • Interpersonal skills to build and maintain relationships with customers, understand their needs, and provide personalized training.
  • Problem-solving skills to address customer queries and issues related to product usage or training.
  • Technical acumen to understand and explain complex product features and troubleshoot issues when necessary.
  • Patience and empathy to deal with customers who may find it difficult to understand or use the product.
  • Organizational skills to manage multiple training sessions, keep track of customer progress, and update training materials as needed.
  • Ability to work in a team, collaborating with various departments to ensure the training content is up-to-date and in line with product updates and enhancements.


Customer Training and Education Specialist Experience Requirements

Customer Training and Education Specialists typically need a minimum of 2 to 3 years of experience in a related field such as customer service, training, or education.

This experience can be gained through roles such as Customer Service Representative, Training Assistant, or Education Coordinator.

Candidates are often required to have experience in delivering training sessions or workshops, developing educational materials, and interacting with customers on a regular basis.

They may also need experience with educational software or tools, depending on the needs of the hiring company.

Those with 3 to 5 years of experience in the field usually have a deeper understanding of learning and development strategies, curriculum design, and customer relations.

They might have also gained managerial experience, overseeing a team of trainers or educators.

Candidates with more than 5 years of experience may be qualified for senior roles or leadership positions within the company.

These individuals often have a proven track record of developing and implementing successful training programs, improving customer satisfaction, and leading teams.


Customer Training and Education Specialist Education and Training Requirements

Customer Training and Education Specialists typically hold a bachelor’s degree in Education, Communication, Business, or a related field.

This role requires excellent interpersonal and communication skills, which are often developed and refined in these fields of study.

Knowledge of adult education principles and instructional design is also crucial for this role.

To excel in their role, specialists should have a strong understanding of the products or services their company offers.

Therefore, additional technical training or certification related to the company’s industry may be beneficial.

Some roles may also require experience with Learning Management Systems (LMS) or other educational technology, making an educational technology certification an advantageous addition.

In some industries or for more advanced roles, a master’s degree in Education, Business, or a related field might be preferred.

This advanced education often indicates a candidate’s leadership potential and their dedication to ongoing learning.

Continuing education in customer service, communication, or specific product knowledge can also prove advantageous for those seeking to advance in this field.

Above all, Customer Training and Education Specialists must be lifelong learners who are committed to staying up-to-date on best practices for adult education and industry-specific knowledge.


Customer Training and Education Specialist Salary Expectations

A Customer Training and Education Specialist can expect to earn an average salary of $60,473 (USD) per year.

The actual income may vary depending on factors such as the individual’s experience, level of education, geographical location, and the company they work for.


Customer Training and Education Specialist Job Description FAQs

What skills does a Customer Training and Education Specialist need?

Customer Training and Education Specialists should have exceptional communication and presentation skills, as they need to explain complex ideas in a simple and understandable way.

They should also have good interpersonal skills to build relationships with customers, and an in-depth understanding of the product or service being sold to provide effective training.


What are the daily duties of a Customer Training and Education Specialist?

On a typical day, a Customer Training and Education Specialist may analyze the training needs of customers, develop suitable training programs, and present these programs to the customers.

They also evaluate the effectiveness of the training sessions, provide feedback and assistance to the customers, and constantly update their knowledge about the product or service.


Do Customer Training and Education Specialists need a specific degree?

While a specific degree is not always required, a bachelor’s degree in education, human resources, business administration, or a related field can be beneficial.

However, companies might require experience in a similar role or industry-specific knowledge, depending on the nature of the product or service.


What qualities make a good Customer Training and Education Specialist?

A good Customer Training and Education Specialist should be patient, as they may have to explain complex concepts multiple times.

They should be engaging and motivational to ensure customers stay interested during training sessions.

Also, they should be creative, capable of designing innovative and effective training materials and methods.


What should you look for in a Customer Training and Education Specialist resume?

Look for a strong background in customer service and experience in educational or training roles.

Familiarity with instructional design, e-learning platforms, and curriculum development can also be important.

Any certifications related to training or education, like the Certified Professional in Learning and Performance (CPLP), can be advantageous.

The candidate should also demonstrate a good understanding of the product or service your company offers.



And there you have it.

Today, we’ve unveiled the intricate details of a Customer Training and Education Specialist role.


It’s not just about delivering training.

It’s about shaping the customer experience, one training session at a time.

With our comprehensive Customer Training and Education Specialist job description template and practical examples, you’re ready to take the next step.

But why halt your journey here?

Delve deeper with our job description generator. It’s your ultimate tool for crafting precise job listings or refining your resume to perfection.

Always bear in mind:

Each training session is a piece of a larger puzzle.

Let’s shape that customer experience. Together.

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