Client Experience Consultant, Client Enablement

Posted Yesterday
Hiring Remotely in USA
Remote
Senior level
Healthtech • Insurance • Software
The #1 Recommended Insurance Industry Growth Platform serving the health, benefits, and senior insurance space.
The Role
Designs and delivers live and scaled client enablement, including training, webinars, education programs, and facilitated product-learning experiences. Owns curriculum quality, assesses client adoption and session effectiveness, updates programs as the product evolves, and provides feedback for content and Academy improvements. Collaborates with Professional Services, Client Success, and internal program managers while using AI tooling to personalize and scale enablement.
Summary Generated by Built In
Description

AgencyBloc is a leading provider of agency management solutions built specifically for life and health insurance agencies. Our platform helps agencies streamline operations, strengthen client relationships, and drive growth through powerful CRM, commission processing, and marketing automation tools. We value innovation, collaboration, and making a meaningful impact in the industries we serve and we take pride in fostering a culture that genuinely cares about our customers, our work, and each other.

Requirements

Summary:

The Client Experience Consultant, Client Enablement is a hands-on deliverer of the education and enablement experiences that help the whole client base adopt and get value from AgencyBloc. This role designs and runs live and scaled client-facing enablement — training, education programs, and the sessions where clients learn to get value from the product — and owns the ongoing quality and effectiveness of those experiences as the product and the business evolve. It's a delivery- and facilitation-focused role that spans different kinds of client enablement rather than concentrating on any single repeated task. 

Responsibilities:

  • Designs and delivers client-facing enablement: live trainings, education programs, webinars, and other facilitated experiences.
  • Owns the ongoing quality and effectiveness of the enablement they deliver — continuously assessing whether sessions and programs still meet client needs, and reworking them as the product changes. This stewardship shows up as curriculum assessment, program upkeep, and improving how clients are enabled.
  • Delivers live client training and supports the Release & Enablement Program Manager on internal training delivery as needed.
  • Collaborates with other functional areas where effective enablement requires it — for example, Professional Services on onboarding or Client Success on adoption moments.
  • Uses AI tooling to help prepare, personalize, and scale enablement efficiently, staying meaningfully involved in shaping it, and in alignment with the AI Center of Excellence run by the VP of Data & Business Operations.
  • Provides feedback from live sessions and client interactions back into content, Academy, and program design.
  • Partners with the Client Experience Consultant, Knowledge & Content on the materials that support live sessions.
  • Other duties as assigned by your manager.

Skills/Education/Experience: 

  • Bachelor's degree and 5-7 years of relevant experience in client education, training/facilitation, customer enablement, customer marketing, or a related field, or an equivalent combination of education and experience.
  • Strong live facilitation and presentation skills, comfortable leading client-facing sessions and adapting in real time.
  • Takes ownership of enablement quality over time — strong instincts for whether a session or program is actually landing and driving adoption, and the discipline to keep improving it.
  • Able to take rough direction and run with it — turning a high-level ask into strong, finished enablement without needing every detail spelled out.
  • Values variety — this role deliberately spans multiple kinds of client enablement rather than a single repeated task.
  • Comfortable using AI tooling to prepare and scale enablement, while maintaining quality and judgment.

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

Skills Required

  • Bachelor's degree or equivalent combination of education and experience
  • 5-7 years of relevant experience in client education, training and facilitation, customer enablement, customer marketing, or a related field
  • Strong live facilitation and presentation skills
  • Ability to lead client-facing sessions and adapt in real time
  • Ability to turn high-level direction into completed enablement independently
  • Comfort using AI tooling to prepare and scale enablement
  • US work authorization that does not now or in the future require visa sponsorship
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Cedar Falls, IA
140 Employees
Year Founded: 2008

What We Do

The #1 Recommended Insurance Industry Growth Platform Accelerate the growth of your organization with the robust insurance-specific solutions that leading health, group benefits, and senior insurance agencies, GAs, IMO/FMOs, call centers, and carriers recommend. In 2008, “AgencyBloc” the brand was born, and the very first life and health insurance agencies began using our industry-specific CRM (Customer Relationship Management) and powerful commissions processing system. Today, AgencyBloc is the #1 Recommended Insurance Industry Growth Platform with 6,500+ customers across multiple solutions within the platform.

Similar Jobs

Adswerve, Inc. Logo Adswerve, Inc.

Sr. Director, Google Practice Lead

AdTech • Artificial Intelligence • Cloud • Digital Media • Marketing Tech • Analytics • Consulting
Easy Apply
Remote
United States
250 Employees
150K-200K Annually

PagerDuty Logo PagerDuty

Strategic Alliances Senior Manager

Artificial Intelligence • Cloud • Information Technology • Machine Learning • Software • Big Data Analytics • Automation
Easy Apply
Remote or Hybrid
USA
1200 Employees
126K-193K Annually

LogicGate Logo LogicGate

Senior Software Engineer

Cloud • Information Technology • Security • Software
Easy Apply
Remote
USA
202 Employees
125K-165K Annually

Motive Logo Motive

Senior Manager, People Operations

Artificial Intelligence • Fintech • Hardware • Information Technology • Sales • Software • Transportation
Easy Apply
Remote
United States
4000 Employees
133K-183K Annually

Similar Companies Hiring

Revel Thumbnail
Aerospace • Hardware • Robotics • Software
Marina Del Rey, California
70 Employees
Blee Thumbnail
Artificial Intelligence • Marketing Tech • Software
New York, New York
30 Employees
Vega Thumbnail
Artificial Intelligence • Automotive • Insurance • Transportation
US
65 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account