Create the world that empowers small business

Customer Success Training Specialist

Chandler, AZ

Customer Success Training Specialist

At Infusionsoft, we help small businesses succeed. We don’t just say that, we mean it and we do it every day. And often times, working at Infusionsoft is much like running a small business. There will be long days and incredible challenges, but the reward will be contributing to something that is larger than you are. We want you to bring the hustle, grit, and passion to everything you do here. You will be expected to take high ownership and improve yourself constantly. You will be held accountable to our 7 Core Values and will be expected to hold your teammates accountable as well. The values are what unify us and allow us to make the impact that we do. They are crucial on our mission to becoming the undisputed champion of small business success. Together...we will replenish the middle class, we will elevate the worldwide economy, we will inspire kids to dream of becoming entrepreneurs.

Who We Are and What We’re Looking For…

We are the Customer Success Training/Assurance Team and we serve as a cross-functional support team.  Our mission is to increase operational efficiencies, maximize customer/employee satisfaction, and drive revenue for Infusionsoft. Our team empowers Infusionites with resources that allow them to do their jobs more effectively, enriched by best practices and enabled by analytical insights as measured by customer satisfaction.  We are looking for a Training Specialist.   We need someone who is extremely passionate about helping our internal stakeholders succeed through on-going development and operational excellence.   

The Work (Big 3):

  1. Help establish our end-to-end internal training curriculum from onboarding to skills reinforcement.  Providing quarterly itemized agendas and calendars of training content.
  2. Partnering with the L&D organization to enable curriculum into the LMS for certification and tracking purposes
  3. Identifying gaps in the current skills, competencies and knowledge of our employee base and deploying remediation plans to address

Daily Execution Excellence:

  • Manage the development of curriculum materials for both online and in-person delivery platforms
  • Utilize an established curriculum development methodology and design curriculum that satisfies the specific needs of your target audience
  • Develop strong working relationships with subject matter experts to validate course design and content
  • Maintain courses by keeping abreast of release changes that may affect content, and by gathering feedback from participants, trainers, and SMEs
  • Focus on the expected outcomes, based on the audience’s prior skills, experience, expectations and needs, and design a course based on the available technology, budget and time
  • Produce quality course material including: design documents, student materials, presentation slides, instructor guides, job aids, workbooks, assessments and certification questions using the standard development process and templates
  • Manage multiple projects at once and ensure high quality deliverables on short timelines
  • Perform all phases of curriculum development (research, planning, writing, organizing, managing, review cycles)


  • Strong understanding of and passion for Small Businesses
  • 3-5 years customer service and/or sales training experience
  • Knowledge of the Customer Relationship Management (CRM) industry, with particular expertise in Service or Sales organizations
  • Possess graphic design sensibility and just can’t stand it when outdated branding crosses your desk
  • Have had exposure to or experience with agile methodology
  • Ability to meet deadlines and handle diverse tasks simultaneously using prioritization
  • Track record of innovation in developing training solutions with a portfolio of projects for various audiences
  • Demonstrated skills in a variety of educational technologies including learning management systems, curriculum databases, electronic instructional design tools, web-based applications, graphic design, and multimedia educational products such as screen-based simulation and other multimedia based formats (e.g., Adobe product suite such as Captivate and Illustrator, Camtasia, Articulate, InDesign)
  • Excellent communication, writing, grammar, editing and proofreading skills with the ability to write for different audiences and delivery modalities
  • Understanding of instructional design, adult learning theory, and alternative learning methods
  • Conduct thorough research, boast good analytical skills and the ability to synthesize information from various sources
  • Ability to communicate technical concepts to a non-technical audience


Perks, benefits & beyond

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    Helping small businesses succeed

    That’s our single most important purpose, and it’s more than just writing on the wall. It’s in the hearts and minds of our employees, and is the burning passion that fuels us to consistently innovate, drive change, and grow ourselves beyond our wildest dreams. To be a part of Infusionsoft is to join a cause bigger than yourself, and we think that’s pretty rad!

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    Dream fulfillment

    We believe in people and their dreams at Infusionsoft. So much so, we have a dedicated Dream Program that empowers our employees to think big and achieve those dreams—both personally and professionally. Want help setting achievable goals to reach your dreams? Our designated Dream Manager is here to help. Want a space to write out your dreams to spring them into action? Yeah, we have a Dream Room for that.

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    Flexibility & balance

    At Infusionsoft, it’s not as much about the time put in or where the work is done as it is about the results achieved. We encourage employees to spend time on (and with) the things that are important to them outside of their careers, so we offer a flexible PTO plan and work-from-home policy that makes that a possibility. Need time off for a vacation to Belize? A mental health day to recharge your batteries? It’s all good as long as it’s a win for you, your team, our customers, and the company.

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    Helping 5 million small businesses succeed worldwide takes a lot of hustle, and celebrating wins along the way is just a way of life here. We work hard, support one another, and have some fun while we’re at it. Curious about what a peek into #infusionlife looks like? Think team builders, spring training outings, a fully stocked cereal bar, a Coke Freestyle machine, ping pong tournaments, an indoor football field meeting area, 24-hour hackathons, Food Truck Fridays, happy hours, even breakfast with one of our execs, just to name a few—phew.

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    Total rewards

    We understand how important it is to have top-notch benefits, and offer a comprehensive package that supports our employees and their families. This includes:

    • Health, vision, and dental insurance
    • Stock options for every employee
    • Life insurance
    • Bonus programs
    • Well-being program
    • And so much more!
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    Dedication to diversity & inclusion

    We realize the power of diverse perspectives, experiences, and backgrounds. Infusionsoft is an environment focused on inclusion and education—whether that’s hosting diversity weeks highlighting different cultures, or holding professional workshops for our Empow(her) group that celebrates and supports women in the workplace.

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