Partner Training and Education Coordinator

Role Overview

• Design and host webinars, CE-style trainings, and onboarding sessions for real estate agents, lenders, and industry professionals
• Develop and maintain training decks and partner enablement materials
• Create repeatable and scalable onboarding programs for new partners
• Track attendance, engagement, and referral conversions to measure program success
• Identify training gaps and collaborate with leadership to produce targeted educational modules
• Develop consumer and partner-facing materials, including booklets, one-pagers, visual storyboards, and explainer decks
• Write scripts and outlines for educational videos, webinars, and online learning content
• Coordinate with Marketing and Sales teams to align visuals, tone, and messaging
• Refresh and update materials to reflect product changes and market data
• Host recurring webinars for partners and prospective buyers
• Create specialized sessions for key audiences such as first-time homebuyers, cash-out participants, and investors
• Collect and analyze Q&A data to continuously refine training content and address common questions
• Partner with Marketing and Product teams to embed educational flows into Cedar’s website and CRM
• Develop automated email sequences and digital onboarding journeys for new partners
• Track engagement metrics (attendance, open rates, video views) to identify high-performing content
• Support post-close educational initiatives for renewals, buyouts, and ongoing customer engagement
• Train internal sales and home advisor teams on updated materials and messaging
• Gather feedback from sales and partner interactions to improve training content and resources
• Ensure alignment between professional and consumer education for consistent communication across audiences

Requirements

• 3+ years of experience in mortgage, real estate, or financial services with a focus on training, onboarding, or education
• Strong presentation and facilitation skills, comfortable hosting live and virtual sessions
• Understanding of real estate transactions, mortgage processes, and compliance standards
• Experience developing professional training programs and educational materials
• Familiarity with CRM and marketing automation tools
• Excellent communication and writing skills with attention to detail and organization
• Ability to manage multiple projects and coordinate across departments
• Passionate about expanding home affordability and helping professionals better serve their clients

Benefits

• Offers Equity
• Offers Bonus