Senior Client Experience Specialist

AgencyBloc

Drive client education and operational readiness initiatives across AgencyBloc solutions. Collaborate with cross-functional teams to ensure clear communication and effective training.

Posted 5/27/2026full-timeCedar Falls • Iowa • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Coordinate and support operational readiness efforts for product releases, client education initiatives, and strategic cross-functional projects.
Partner cross-functionally with Product, Client Success, Support, Marketing, and other internal teams to ensure alignment on communication, training, and client enablement efforts.
Lead internal and client-facing enablement activities, including live trainings, webinars, release walkthroughs, onboarding sessions, and supporting educational materials.
Own and evolve release communication and enablement processes, helping translate complex product updates into clear, actionable messaging for both internal teams and clients.
Coordinate beta and early access initiatives, including participant communication, feedback collection, and operational follow-through.
Identify operational gaps, friction points, and process improvement opportunities related to release readiness, adoption, and client experience workflows.
Maintain and improve client-facing educational resources, including Knowledge Base content, Academy materials, in-app guidance, and contextual help systems.
Support the execution of in-app messaging and digital enablement initiatives using platforms such as Pendo and ChurnZero to drive product awareness and adoption.
Analyze training effectiveness, client feedback, and adoption trends to recommend improvements to enablement strategies and operational processes.
Build scalable and repeatable processes that improve alignment, consistency, and execution across teams.
Leverage AI tools and automation platforms to improve workflows, content development, and operational efficiency.
Support strategic initiatives, team planning efforts, and cross-departmental operational priorities.
Perform additional duties as assigned by the manager.

Requirements

What you’ll need

4+ years of experience in SaaS enablement, client success, operations, training, or a related function.
Strong systems thinking, organizational skills, and ability to drive cross-functional initiatives forward.
Proven ability to communicate clearly, create alignment, and drive accountability without direct authority.
Hands-on, proactive mindset with comfort operating in fast-paced environments with evolving priorities.
Experience facilitating trainings, creating enablement content, or supporting product adoption initiatives preferred.
Familiarity with platforms such as Zendesk, Pendo, ChurnZero, Guru, or similar tools preferred.
Familiarity with the health and life insurance industry or insurance agency workflows preferred.

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SaaS enablementclient successoperationstrainingprocess improvementcontent developmenttraining effectiveness analysisrelease communicationclient enablementfeedback collection

Soft Skills

systems thinkingorganizational skillscommunicationalignmentaccountabilityproactive mindsetadaptabilitycross-functional collaborationproblem-solvingstrategic thinking