Overview
We are a 22-year -old membership company. We train, coach, and certify qualified financial planners from around the world.
We have a community of financial planners. Many have been with us for two decades.
We are in a strong growth mode. We are at the front end of building and expanding our products and body of work. We will add several new team members and replace two.
The operations person will be an active part of our team.
Job description:
We are looking for an Operations manager that can help guide us though this strong growth mode.
This is a virtual position, 20 hours a week, Monday Thru Friday and starting at $33/hr.
Prefer Central or Eastern time zone
Must be fluent in Kajabi, our website platform
Must be fluent in Zoho, our CRM
We use of Outlook, Microsoft Office, Google docs, and Monday.com
We want to fill this position very soon as we are reconfiguring our in-house team.
About
The Stakes Are High In Financial Transitions, When Decisions Shape Life.
We provide the mindset, tools and community to go beyond traditional training and life planning to become a Certified Financial Transitionist®.
Qualifications
We need someone who will get to know every platform and program better than anyone else so they can troubleshoot. Ability to see how all the technology pieces fit together and see where things are breaking down or might break down. Maintain our security systems, daily checking on systems and spam filters. Work in coordination with our contracted tech support company and in-house team. Ability to see how all the technology pieces fit together and see where things are breaking down. Stay current and proactive on options to improve our operations on all levels. Basic Kajabi web site management.
