24 days old

Client Educator

Oldsmar, FL 34677
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Primary Objective:
The Client Educator at Spectrio is instrumental in the customer experience. Whether it is training a new customer, educating existing customers, or working with other departments, the onboarding specialist is the customers' guide to effectively learning and implementing Spectrio services, communication, and processes.

Responsibilities include:

  • Meeting with clients following the sale of software packages to collect data and other information required to customize software systems.
  • Answer client inquiries via phone and email to assist in technical and project support.
  • Comprehend and apply technical information. Ability to present technical information to customers in a non-technical manner.
  • Perform data entry duties, monitor, operate, coordinate, and assist others in the operation of dispatch/installation.
  • Schedule and create meaningful software trainings for customers.
  • Utilize computer equipment, software and diagnostic tools to perform a broad range of computer operations assignments.
  • Update supervisor on status of projects or issues.
  • Assist with the creation and documentation of technical knowledge base for common issues experienced by end users.
  • Creating a project plan for each client, detailing the tasks that need to be completed for the timely installation of customized software systems.
  • Customizing software systems based on clients' individual needs and specifications. Communicating with clients throughout the software customization process to obtain feedback and approval.Educating clients on how to use purchased software systems and customized system features. Creating a specialized document for each client, detailing all customizations made.
  • Assisting clients in installing customized software systems and all necessary components.
  • Perform all other duties as assigned.


  • Bachelor's degree preferred.
  • 2+ years of related experience with computers and providing customer service.
  • Background in training or education preferred.
  • Sound technical knowledge.
  • Basic Windows computer-related skills are required.
  • Proficiency in all Microsoft Office applications, previous CRM (NetSuite, Salesforce, etc.), and ERP experience preferred.
  • The ability to multitask effectively.
  • The ability to work independently and as part of a team.
  • Strong analytical and problem-solving skills.
  • Ability to effectively prioritize and execute tasks and adapt to change.
  • Ability to work under pressure with interruptions and challenging deadlines.
  • Must show aptitude and desire to learn new skills on the job.
  • Analytical and problem-solving abilities.
  • Strong customer-service orientation with the ability to be courteous and helpful.
  • Excellent organizational and time management skills.
  • Superior communication skills and strong attention to detail.
  • Able to follow instructions and procedures, both verbal and written.
  • Fast learner of new processes and software tools.
  • Punctual, accountable, collaborative, and team-focused with a positive attitude.
  • Ability to communicate and explain technical information, details and procedures, in simple, understandable terms to non- technical people.
  • Must have the capacity to multitask, prioritize, and self-direct, with accuracy - while performing in a challenging environment.
  • Ability to effectively manage customer and coworker relationships, promptly respond to queries, ensure promises are kept and manage expectations.
  • Ability to remain positive and seek solutions during stressful situations.


Posted: 2021-08-26 Expires: 2021-09-27

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Client Educator

Oldsmar, FL 34677

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