Customer Education Senior Manager

Company Description

Acumatica is a company on a mission. We are a leading innovator in cloud ERP (Enterprise Resource Planning) solutions with growing businesses worldwide. But don’t take our word for it—read what analysts like G2, IDC, Nucleus Research, and Info-Tech have to say about us. Acumatica is different by design and purposely built to help small and midsized companies thrive in today’s digital economy. Our industry-specific business management solution is engineered to address real-world needs—featuring intelligent workflows and market-leading usability that enable companies to manage risk, anticipate disruption, and seize new opportunities. Our principled business practices, growth-friendly licensing, and flexible deployment options put organizations in control of their own future. Acumatica is more than just a product—we are a community of partners, customers, and creators committed to elevating business performance. Our ecosystem is driven by collaboration, merging leading technology and real-world insights to put organizations control of their future. In May of 2025, Acumatica was acquired by Vista Equity Partners, a global investment firm focused on enterprise software, data and technology-enabled businesses.

Acumatica’s culture is collaborative and high-energy. We are passionate about our product and our mission, and we are loyal to each other and our company. We value work/life balance, efficiency, simplicity, freakishly friendly customer service, and making a difference in the world. Acumatica offers exceptional professional and financial growth potential. To learn more about Acumatica’s mission, please visit: http://www.acumatica.com.

Job Description

The Customer Education Senior Manager is responsible for creating the go-to-market playbook for customer onboarding and driving new end-user onboarding targets as well as converting existing courses and documentation to create end-user-level onboarding material.

This role partners cross-functionally to support the execution of customer education initiatives and ensures that high-quality, role-based learning experiences are created from existing documentation, courseware, and enablement assets.

The role focuses on operational program management, content development, and continuous improvement of customer-facing learning experiences. Over time, the role will contribute to leveraging AI tools to support more personalized, AI supported and automated customer learning.

Primary Job Responsibilities

Customer Onboarding Program Definition, Implementation, and Management

• Design and execute the customer onboarding go-to-market plan, including segmentation, messaging, success metrics, and cross-functional alignment.
• Establish, track and communicate program governance, KPIs, deliverables, reporting dashboards, and continuous improvement mechanisms.
• Partner with Sales, Customer Success, Support and the other Global Education functions to ensure alignment with customer lifecycle milestones.
• Collaborate with Acumatica’s extended VAR partner ecosystem to ensure education deliverables meet VAR business needs.
• Monitor engagement metrics and recommend improvements based on data insights.

Customer Onboarding & Education Content Generation

• Transform existing documentation and create derivative training materials for engaging role-based customer onboarding content.
• Develop modular, reusable content assets including video, microlearning and interactive modules, job aids, simulations, and performance support tools.
• Integrate AI-assisted content creation tools to accelerate production and publication.
• Ensure consistency, clarity, and quality across all customer onboarding content.
• Collaborate with subject matter experts to ensure technical accuracy and practical relevance a well as expert integration into the customer learning experience.

AI-Enabled Customer Onboarding Development & Delivery

• Leverage AI-assisted tools to accelerate content creation, editing and publishing.
• Explore opportunities to improve content discoverability and personalization within existing learning platforms.
• Pilot lightweight personalization approaches (e.g., role-based pathways, usage-based recommendations).
• Participate in/Collaborate on prototyping and piloting AI-driven learning assistants embedded in onboarding and education workflows.

Outlook: Agentic Education

• After defining, implementing and scaling the onboarding playbook, investigate agentic, hyper-personalized customer learning experiences.
• Design adaptive learning pathways driven by role, usage behavior, proficiency level, and business objectives.
• Prototype and pilot AI-driven learning as