Customer Education Specialist

Join TRG Screen: Building World-Class Teams. One Expert at a Time.

Are you ready to be part of a dynamic team at the forefront of subscription spend management innovation?

At TRG Screen, we're not just redefining how organizations manage their subscription expenses – we're shaping the future of the industry. With cutting-edge solutions and a commitment to excellence, we empower businesses around the globe to optimize their subscription investments and drive sustainable growth.

Join us in our mission to revolutionize subscription management and make a meaningful impact on the way businesses access and utilize critical information. At TRG Screen, your talent and ambition will find a home, where opportunities for growth and advancement abound.

About TRG Screen

TRG Screen is the leading provider of market data and subscription management technology and automation solutions, tailored to the unique needs of financial institutions and legal firms. Our integrated suite of solutions includes market data and subscription spend management, usage management, compliance reporting, and comprehensive managed services, which hundreds of clients worldwide use to remove cumbersome and inaccurate manual processes and gain control over market data and subscription costs at scale. For more than 25 years, TRG Screen has enabled businesses who rely on market data to monitor and strategically manage spending and usage of data and information services, including market data, research, software licenses, consulting and other necessary corporate expenses. TRG Screen solutions give decisionmakers full transparency into subscription spend and usage, enabling them to proactively manage subscription costs at scale, conduct more informed vendor negotiations, improve governance, and avoid unnecessary spending on these mission-critical business services. TRG Screen is headquartered in New York City, with offices in Europe and Asia, as well as a 24x7 client support center in Bangalore, India.

TRG Screen is a portfolio company of Vista Equity Partners, one of the world’s largest and most respected private equity firms.

The Role

The Customer Education Specialist is a senior role responsible for designing, developing, and delivering high-impact training programs that accelerate customer adoption of TRG Screen solutions while driving commercial value through our training offerings. This position plays a pivotal role in transforming customer education into a revenue-generating business unit, ensuring customers achieve maximum value realization from their TRG Screen investments.

This senior position focuses on creating and executing comprehensive customer education strategies that not only enhance customer success but also generate measurable commercial returns. The Customer Education Specialist will leverage deep expertise in TRG Screen solutions to develop scalable training programs, establish pricing models for educational services, and identify opportunities to monetize our training capabilities. Working closely with product, sales, and customer success teams, this role will transform customer education from a support function into a strategic revenue driver while maintaining our commitment to exceptional customer experience.

Responsibilities

1) Training Program Development & Delivery

• Design and develop comprehensive, revenue-generating training programs tailored to different customer segments and skill levels


• Create diverse training content including interactive modules, video tutorials, certification programs, and microlearning assets


• Deliver engaging live training sessions (virtual and in-person) across various customer personas and industries


• Transform traditional training approaches by implementing innovative learning methodologies and scalable technologies

2) Commercial Training Strategy

• Develop and execute commercialization strategy for TRG Screen training offerings


• Establish pricing models and packages for premium training services and certification programs


• Identify and pursue opportunities to generate revenue from educational content and workshops


• Create tiered training offerings (basic, premium, enterprise) to maximize commercial potential


• Track and report on training revenue targets and commercial KPIs

3) Customer Success & Value Realization

• Analyze training effectiveness through metrics and customer feedback to continuously improve programs and commercial outcomes


• Collaborate with customer success teams to link training outcomes with customer retention and expansion opportunities


• Own the feedback loop to communicate customer insights to product and UX teams


• Ensure training programs directly contribute to customer value realization and ROI

4) Product Expertise & Market Intelligence

• Maintain deep expertise in all TRG Screen solutions, including the flagship Optimize Spend Platform


• Stay current with product developments, new releases, and competitive landscape


• Support customers migrating from legacy platforms such as INFOmatch


• Develop expertise in key customer use cases and industry best practices

5) Stakeholder Collaboration

• Partner with sales teams to identify training opportunities that support deal closure and expansion


• Work with product teams to ensure training content aligns with product roadmap and customer needs


• Collaborate with marketing to promote commercial training offerings


• Support internal teams with training delivery as needed

6) Revenue Targets

• Design and attainment of annual training revenue target 


• Maintain training program profit margin of minimum 60%


• Generate 15% of total training revenue from premium/certification programs

Skills and Qualifications

• Minimum 5-7 years of experience in training and development with demonstrated commercial success


• Proven track record of developing and launching revenue-generating training programs


• Experience with pricing strategies and commercial models for educational services


• Experience in customer success or customer-facing roles within B2B SaaS environment


• Excellent presentation and communication skills with ability to explain complex concepts clearly


• Strong project management skills with ability to handle multiple commercial priorities


• Experience with learning management systems, content authoring tools, and training technologies


• Analytical mindset with ability to measure and optimize commercial performance


• Professional interest in developing innovative, market-leading training programs


• Entrepreneurial mindset with strong commercial acumen


• Results-driven approach with focus on measurable outcomes


• Creative problem-solver who can reimagine traditional training as commercial offerings


• Self-motivated with strong initiative to drive both educational and commercial success


• Customer-centric mindset while maintaining commercial objectives


• Collaborative team player who works effectively across departments


• Extremely organized with strong attention to detail


• Adaptable to evolving market needs and technologies

Join TRG Screen and unlock your potential in an environment where innovation thrives, opportunities abound, and your contributions make a difference. We are an equal opportunities employer. We recognise and value the power of diversity in our workplace and are committed to being an employer of choice for everyone. We welcome and encourage applicants from all backgrounds. All applications for employment are considered strictly on the basis of merit.

At TRG Screen, we understand that diverse and inclusive teams are not just beneficial, they are essential to our success. We recognize that embracing diverse perspectives, backgrounds, and experiences fosters innovation, enhances problem-solving capabilities, and drives better business outcomes. By cultivating a culture of inclusion where every voice is heard and valued, we empower our world class teams to thrive, excel, and drive positive change.

We are proud of our diverse workforce and are dedicated to creating a safe and welcoming environment for all employees. People from various ethnicities, ages, genders, and abilities are encouraged to apply.