What are the responsibilities and job description for the Customer Education Strategist, Senior (INDG) position at Bloomberg Industry Group?
The Customer Education Specialist, Senior leads the design and execution of scalable education programs—including onboarding curricula, product training, certification programs, and digital learning experiences—that guide customers from their first login through advanced, high-value workflows.
Working closely with Customer Success, Product, Support, and Operations, the Customer Education Specialist, Senior ensures education programs evolve alongside the product and support key customer lifecycle milestones. This role builds the frameworks, systems, and governance required to deliver high-quality, scalable learning experiences that drive product adoption, reduce support friction, and create measurable customer outcomes.
What You Will Do:
Create Scalable Digital Learning Programs
Collaborate closely with Product, Customer Success, Support, Sales, and Marketing to ensure education initiatives support:
Define and track key metrics related to customer education effectiveness, including:
Bloomberg Industry Group maintains a continuing policy of non-discrimination in employment. It is Bloomberg Industry Group’s policy to provide equal opportunity and access for all persons, and the Company is committed to attracting, retaining, developing, and promoting the most qualified individuals without regard to age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or maternity/parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law (“Protected Characteristic”). Bloomberg prohibits treating applicants or employees less favorably in connection with the terms and conditions of employment, in all phases of the employment process, because of one or more Protected Characteristics (“Discrimination”).
Working closely with Customer Success, Product, Support, and Operations, the Customer Education Specialist, Senior ensures education programs evolve alongside the product and support key customer lifecycle milestones. This role builds the frameworks, systems, and governance required to deliver high-quality, scalable learning experiences that drive product adoption, reduce support friction, and create measurable customer outcomes.
What You Will Do:
Create Scalable Digital Learning Programs
- Develop and manage a digital learning ecosystem, including LMS programs, knowledge resources, and digital education content that enable customers to learn and succeed at scale.
- Develop and maintain a comprehensive portfolio of advanced educational materials across various formats and channels—including videos, documentation, courses, and product walkthroughs—that evolve quickly alongside the product.
- Create complex, nuanced content that resonates with legal, tax, and government affairs professionals, ensuring accuracy, relevance, and depth in addressing the specialized needs and high-level expertise of these audiences.
Collaborate closely with Product, Customer Success, Support, Sales, and Marketing to ensure education initiatives support:
- Product launches
- Feature adoption
- Customer lifecycle milestones
- Strategic customer success initiatives
- Co-own the customer community — moderating discussions, surfacing peer insights, facilitating roundtables, and ensuring the community remains an active, practitioner-valued resource rather than a passive support forum.
- Nominate and steward customers for advocacy programs, case studies, and peer learning opportunities in coordination with Marketing and Customer Success.
Define and track key metrics related to customer education effectiveness, including:
- Activation and onboarding success
- Product usage and feature adoption
- Customer engagement with education content
- Support deflection
- Retention and expansion indicators
- Perform other related duties and responsibilities as assigned, demonstrating flexibility and adaptability in supporting organizational needs.
- Bachelors’ degree in Education, Learning & Development, Communications, or equivalent required; JD, legal, tax, or accounting background preferred
- 7 years of experience in customer education, enablement, instructional design, or training within a SaaS or product-led environment.
- Proven experience designing and scaling education programs aligned to the customer lifecycle that drive measurable product adoption and customer outcomes
- Certifications in Instructional Design, Customer Education, or Learning & Development are a plus
- Familiarity with LMS platforms, digital learning tools, CRM systems, and knowledge management platforms
- Hands-on experience with Figma or similar design tools is a plus
- Experience building content calendars, campaign planning systems, and learning program roadmaps
Bloomberg Industry Group maintains a continuing policy of non-discrimination in employment. It is Bloomberg Industry Group’s policy to provide equal opportunity and access for all persons, and the Company is committed to attracting, retaining, developing, and promoting the most qualified individuals without regard to age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or maternity/parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law (“Protected Characteristic”). Bloomberg prohibits treating applicants or employees less favorably in connection with the terms and conditions of employment, in all phases of the employment process, because of one or more Protected Characteristics (“Discrimination”).