客户培训与采用专员(SaaS)
Customer Training & Adoption Specialist(SaaS)
公司简介
Swiftly 致力于帮助城市更高效地运行。我们是领先的公共交通数据平台,让交通机构能够共享实时乘客信息、管理日常运营并提升服务表现。目前,全球 12 个国家的 200 多家交通机构——包括 LA Metro、MARTA、SEPTA 和 MBTA——依靠 Swiftly 将准点率提高多达 40%,并将乘客信息准确性提高多达 50%。结果是更好的服务可靠性、更高的乘客量以及更高效的公共交通运营。
尽管 Swiftly 的总部位于美国加利福尼亚州旧金山,但我们对美国大部分地区以及加拿大安大略省和不列颠哥伦比亚省的候选人持开放态度。目前我们无法提供签证担保。
关于专业服务团队
专业服务团队是 Swiftly 客户成功部门的一部分,致力于确保客户满意,并从 Swiftly 提供的工具中获得巨大价值。
客户成功部门包括实施经理、客户经理和技术支持代表。该部门处于第一线——客户有疑问、遇到问题或在合作实施阶段需要支持时的第一个联系人。当出现问题时,我们会确保每位客户的声音被听到,他们的需求得到关注,并且我们以敏锐的分析眼光发现趋势,主动与产品团队沟通问题。我们热衷于改善所服务社区的出行体验,并与公共交通机构和运营商并肩工作,确保他们的项目产生实际影响。我们热爱工作的人员互动方面,并乐于创新以解决问题或提升网络性能。客户成功部门负责所有售出后的事务,而实施团队则是帮助客户顺利起步的关键部分。
关于该职位
向 Stan Parkford 汇报,客户培训与采用专员将负责设计、交付和优化客户培训计划,以提升客户机构的采用率和熟练度。您将创建动态的、基于角色的学习体验,提供个性化的培训课程,并开发可扩展的教育资源,以支持用户在从售前到实施再到持续教育的各个阶段。
查看英文原文
Company Description
Swiftly is on a mission to help cities move more efficiently. We are the leading transit data platform for agencies to share real-time passenger information, manage day-to-day operations, and improve service performance. Today, over 200 transit agencies in 12 countries – including LA Metro, MARTA, SEPTA, and MBTA – rely on Swiftly to improve on-time performance by up to 40% and increase passenger information accuracy by up to 50%. The result is better service reliability, increased ridership, and more efficient transit operations.
Even though Swiftly's HQ office is located in San Francisco, CA, we are open to candidates in most locations across the U.S. as well as Ontario and British Columbia, Canada. At this time we are unable to provide Visa sponsorship.
About the Professional Services Team
The Professional Services team is part of the broader Customer Success department at Swiftly, working to ensure customers are happy and finding immense value in the tools that Swiftly provides.
The Customer Success department comprises Implementation Managers, Account Managers, and Technical Support Representatives. This department is on the front line — the first point of contact for customers who have questions, are encountering issues, or need support during the implementation phase of our relationship. When problems arise, we ensure that individual customers are heard and that their issues are cared for, and we apply a keen analytical eye to spot trends and communicate problems proactively with the product team. We are passionate about improving mobility in the communities we serve, and we work side by side with transit agencies and operators to ensure their projects are impactful. We love the human aspect of our work and thrive on getting creative to solve problems or boost network performance. The Customer Success org is responsible for everything post-sale, and the Implementations team is a critical part of starting our customers on the right foot.
About the Role
Reporting to Stan Parkford, the Customer Training and Adoption Specialist will be responsible for designing, delivering, and evolving customer training programs to enhance adoption and proficiency across our customer agencies. You'll create dynamic, role-based learning experiences, provide personalized training sessions, and develop scalable educational resources to support users at every stage of their journey — from pre-sales through implementation to ongoing education. Central to this work is structured change management: helping agencies reorient their teams around optimized workflows and realize the full value of Swiftly as a core part of how they do their jobs.
This role will work closely with Implementation Managers, Account Managers, Solutions Engineers, and Product Managers.
This is a remote position that will require frequent travel — 8 to 14 trips per year are expected.
What You'll Do
Create a dynamic training curriculum and change management program
- Develop and refine a dynamic training curriculum tailored to customers' technical aptitude (beginner, moderate, advanced), department, role, persona, and agency size.
- Design and execute structured change management programs grounded in best practices, helping agencies move beyond onboarding to genuinely reorienting their workflows around Swiftly — so staff adopt it as a core tool for their job functions, not just a new system to learn.
Deliver personalized training across the customer journey
- Lead remote and on-site training for transit agencies during implementation (new customers and upsells) in coordination with Swiftly's Implementation Managers.
- Support post-implementation training for existing customers in collaboration with Account Managers.
- Training sessions include creating and presenting materials, guiding users through Swiftly's solutions via live demonstrations, and answering product-related questions ranging from basic to technical — including how underlying data sources and integrations affect what customers see in the platform.
Lead internal enablement on new products and features
- Develop and deliver comprehensive training sessions for internal teams — including Implementation Managers, Customer Success Managers, and Account Managers — to ensure deep understanding of new products and features.
- Collaborate with Product, Marketing, and Sales teams to gather insights and align on key messaging, feature benefits, and use cases.
- Act as a subject matter expert (SME) for new products and features, providing ongoing support and clarification to internal teams as needed.
Develop and maintain product education and knowledge base resources
- Create resources including (but not limited to): training videos (product-, feature-, or persona-specific), knowledge base articles, and written workflow and standard operating procedure guidance.
- Maintain an up-to-date product education library, ensuring content aligns with evolving Swiftly features and workflows.
- Leverage AI tools to accelerate content development — drafting, refining, and maintaining training materials, knowledge base articles, and video scripts at scale without sacrificing quality.
Design and lead 1:many product education opportunities
- Design and facilitate live webinars and workshops to drive adoption of new features and best practices.
- Identify trends in customer challenges and proactively create educational opportunities for broader audiences.
Success Metrics
You will be measured by the impact of training in two key areas:
Product Adoption
- Active user rate: % of unique active users engaging with the platform post-training
- Feature adoption rate: % of trained users actively using key features
- Time to adoption: average time for customers to start utilizing core functionalities
Training Satisfaction
- CSAT scores from post-training and post-webinar surveys
- Qualitative feedback from customers to refine and improve training programs
About You
- 3+ years of experience in customer training, learning & development, customer success, or a related role
- Quick learner — our product is ever-evolving and changes fast
- Comfortable going a layer beneath the UI: understanding how data sources like GTFS feeds, AVL systems, and integrations power the product features you're training on. You don't need to be an engineer, but you're willing to learn enough to diagnose basic issues and speak credibly to technically diverse audiences.
- Strong instructional design and curriculum development skills, with the ability to tailor training to diverse customer needs
- Strong content writing skills for product knowledge bases
- Comfortable being recorded for customer education resources
- Familiarity with change management frameworks and how to apply them in a SaaS customer context — particularly in driving behavioral change, not just feature awareness
- Tech-savvy and experienced with AI tools; comfortable adopting new tools and eager to develop repeatable, AI-assisted workflows for content creation, training delivery, and curriculum development
- Experience conducting in-person and virtual training sessions for technical software platforms
- Ability to translate complex workflows into digestible, engaging educational content
- Excellent communication and presentation skills with a customer-centric mindset
- Familiarity with transit technology or public sector software is a plus
Interested?
Don't just hit apply. We want to hear more about you. Tell us:
- Why are you passionate about mobility?
- What interests you about Swiftly?
Pay Range
In accordance with pay transparency laws, please see the approximate salary ranges below. These ranges represents the anticipated low and high end of the salary and any on-target earnings (if applicable) for this position. Actual salaries will vary and are based on a multitude of non-discriminatory factors including final role leveling decisions, a candidate’s relevant work experiences/skills, and geographic location. Salary is one component of Swiftly’s total compensation package, which also includes stock options, competitive benefits, 401(k)/ RRSP matching, a fantastic team and culture, opportunity to have a huge impact, emphasis on professional growth and holistic wellness, and other perks.
US Salary Range: $74,000- $124,000 USD OTE
Canadian Salary Range: $91,000–$129,270 CAD OTE
Beyond the Skills:
We are looking for candidates who are passionate about mobility, sustainability, or mission-oriented projects that have a significant real-world impact. Ideal candidates encompass the core values of our company:
• Team. Together, we are more effective and better supported
• Impact. Drive impact for our customers, our company, and all of our teams
• Diversity. See differing perspectives as ways to address our weaknesses and find new strengths
• Communication. Assume others internally and externally have good intentions
• Feedback. We share feedback because we want each other to grow professionally and personally
• Growth. Foster personal, professional, and company growth
Benefits:
• Competitive salary
• Equity compensation for every employee
• Medical, Dental and Vision
• Retirement with Employer Match
• Flexible Spending Account (FSA)
• Home office setup reimbursement
• Monthly cell/internet reimbursement
• Monthly "Be Well" stipend
• Flexible PTO with a recommended minimum
• Flexible work environment
• 16 paid holidays, including holidays in months without US national holidays
• 12 fully paid weeks of leave for child birth/adoption
Travel note: Swiftly employees can generally expect to travel 1–2 times a year for in-person company or team offsites. As a fully distributed company, we consider these offsites important for cultivating strong relationships across our teams! Attending these in-person is expected and encouraged, although we understand everyone has different personal circumstances and we will consider requests for exceptions. Customer-facing team members and other specific roles may be expected to travel more frequently.
We are a truly mission-driven culture that is set to change the world of transit
We are an equal opportunity employer - we are committed to a workplace that is as dynamic, diverse, and passionate as the communities we serve.
Because we work with public agencies, we participate in E-Verify.
Originally posted on Himalayas