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Client Training Coordinator

Client Training Coordinator

# of Openings 
Job Location 
Atlanta, Georgia
Client Service

More information about this job


What it is: As the Client Training Coordinator within our Client Service team, design, create and execute product and industry education materials to drive product adoption in our clients. The majority of your work day will be spent building a multitude of education content that can be accessed by our clients on-demand and leveraged by other customer-facing teams to better support their accounts. You’ll frequently collaborate internally to uncover clients’ needs and the gaps in training and education content. This is a high velocity role where you’ll be expected to roll your sleeves up and deliver polished, easy-to-understand content quickly.


To be successful in this role, you’ll have first-class written and verbal communication skills. It is important to be comfortable understanding complex or technical ideas and translating them into easy-to-consume content that is both professional and engaging. Ideal candidates will feel equally comfortable delivering education content in on-demand media, live virtual webinars and live training events. Additionally, you’ll be a key player on a lean team, so the ability to think strategically, suggest and implement new ideas and act as an internal influencer is key.
What it isn’t If you’re interested in a slow-paced role with a lot of routine and supervision, this won’t be a great fit. If you aren’t insatiably curious and eager to share what you’ve learned, you probably won’t find a lot of fulfillment in this position. Finally, if you don’t consider yourself a creative person with an innate eye for good, accessible design, you will find it challenging to be successful here


What we need: We are looking for proof of your passion for communication and teaching. Having a BS/BA/BBA in Communications, Education, Finance, Marketing, etc. is a great start; a high comfort level with technology is necessary. Previous experience in B2B SaaS marketing or customer service is a huge plus.

This role requires a positive, self-starting attitude and a high degree of personal accountability, creativity, and great time management. A successful candidate for this role will be able to balance strategic thinking with high velocity content delivery. Your desire to build working knowledge of applicable financial terminology and industry best practices are critical to being successful in this role and company. We need excellence. This means your communication skills are stellar: polished, professional communication skills and detailed analytical skills are vital as client interaction is high. We need innovation. This means you question the status quo and love asking “What if…?” We need teamwork. This means when a colleague asks “Can someone help me with…?” you’re quick to answer “Yes.” We need humility. This means you understand about lending a hand where necessary. We need integrity. This means you deliver results with little supervision and don’t hesitate to acknowledge, own, and resolve errors you’ve made (we all make them, we just have to learn from them).


Star candidates for this role will have experience using design and media technology, such as Adobe Creative Suite and Camtasia and will not shy away from demoing, introducing and learning new tools.



We are eVestment, a Nasdaq company. We are about giving institutional investors as much big data as they need to make smart investment decisions. BlackRock, UBS, Towers-Watson, Putnam and AON Hewitt are just a few of the clients who trust our cloud-based technology platforms. We are a Top Workplace, winning the Investors in People Silver accreditation (less than 3% receive this!) in 2016 and ranking #1 in the 2015 Atlanta Journal & Constitution “Top Atlanta Workplaces” list. Our environment is fun, smart, and collaborative. Casual dress, catered weekly lunches, and regular teambuilding activities are part of what makes our environment awesome. We provide exceptional opportunities for development with a dedicated training budget, tuition reimbursement, and time off for training and certification preparation. We’ve also ranked consistently on the Inc. 5000 fastest growing firms list every year since 2007, and we have over 350 amazing team members around the globe.#LI-HW1