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Vitally

Customer success automation and analytics platform

Education Program Designer

Customer Education & TrainingConfirmed live in the last 24 hours
Full-timeRemote in USA$65 - $85 /hr

About the Job

Requirements

  • At least 5 years of instructional or learning design experience for external customers, rather than internal employee training.
  • Experience designing customer education for a new product or a major platform change at a software-as-a-service company, with a portfolio and demonstrated outcomes.
  • Strong adult-learning fundamentals, including backwards design, clear objectives, and assessment design.
  • Learning architecture skills, including role-based paths, sequencing, and certification or badging.
  • Hands-on experience building with authoring tools, video and short-form content, including editing one's own videos, and a learning management system tool.
  • A habit of measuring work, tying learning to adoption and ticket deflection, and changing content based on data.
  • Comfort working amid ambiguity as the product continues to change.
  • Ability to work across Marketing, Product, and Customer Success with limited direction.

Responsibilities

  • Design role- and customer-stage-based learning pathways and turn the Academy catalog into paths through self-paced courses, live sessions, and scenario-based assessments.
  • Build education with Customer Success experts that teaches Customer Success practices such as renewals, retention, and churn-risk management, and shows how to automate, track, and report on Customer Success operations in Vitally.
  • Plan and design customer learning programs and certifications with subject matter experts in Product, Support, and Customer Success.
  • Turn product knowledge into engaging learning using adult-learning principles across e-learning, interactive courses, and video; script, record, and edit videos, and build or direct initial content for launch stages.
  • Own the instructional design lifecycle, from needs analysis and content-gap reviews through assessment design and evaluation of business outcomes.
  • Build reusable workflows, templates, and quality standards for the Academy; measure time saved in content production and learner outcomes, including time to first value, adoption, and how-to ticket volume.
  • Work with Marketing on content, voice, editorial standards, and production; with the Community and Education Manager on peer learning and office hours; with Knowledge and Automation to align help content with the curriculum; with customer success managers to identify customer difficulties; and with Product for early access to changes.
  • Establish an approved learning architecture and baselines for adoption, time to first value, and how-to tickets within the first 30 days.
  • Launch content and the delivery model, and define education metrics, within the first 90 days.
  • By June 30, 2027, provide every customer moving to the new platform with a role-based learning path, enable the team to publish assets using the templates, and complete the handoff.
  • Co-build with internal team members from the first week and leave a documented operating model so the program remains current.

Desired Qualifications

  • Experience teaching a fast-changing, AI-driven, or data-heavy product.
  • Use of AI in a content workflow, with an understanding of where it is and is not useful.
  • Experience building a program that others continued to run after the builder left.
  • Background with a Customer Success platform or a B2B analytics product.
  • Experience administering a customer education learning management system.

About the Company

Vitally

Customer success automation and analytics platform

Vitally provides customer success software for tech companies, helping teams manage and improve customer relationships. Its platform tracks the customer lifecycle, automates tasks with playbooks, and presents analytics dashboards, while integrating with other data sources to give a single view of customer information. This integrated, data-driven approach with automation distinguishes it by helping CS leaders, managers, and CROs monitor health, streamline workflows, and act on insights. The goal is to help customers achieve their desired outcomes and stay loyal through better automation, visibility, and data-informed decisions, all via a tiered subscription model.

Company size
51-200
Company stage
Series B
Total funding
$39.3M
Headquarters
New York City, New York
Founded
2017

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