Associate Services Planner – Fixed Term

This is a fully remote position, open to applicants in District of Columbia, +1 more state.

📋 Description

• Assist the Lead Services Planner in organizing, staffing, and delivering professional learning services within designated territories.

• Monitor upcoming engagements and input approved staffing plans into the scheduling system.

• Confirm assignments with coaches.

• Maintain precise and high-quality records in the scheduling system.

• Lead preparation activities for service sessions.

• Communicate with clients to verify session details and logistics.

• Organize facilitation materials and coordinate session logistics internally.

• Understand customer documentation requirements and create timely documentation.

• Confirm session completion and initiate close-out activities such as Coaching Debrief.

• Conduct pre-invoicing process steps to initiate Accounting procedures.

• Collaborate with Accounting and Sales to address any issues.

• Complete preparation and close-out tasks in alignment with service level agreements.

⛳️ Requirements

• Minimum of 1 year of experience in planning and coordinating professional learning or similar services.

• Highly detail-oriented and process-driven, capable of managing multiple concurrent tasks with a focus on quality and timely completion.

• Strong commitment to meeting service level expectations.

• Proactive communicator who anticipates issues and risks regarding customer needs and takes initiative to resolve them.

• Excellent customer-focused skills with the ability to communicate and collaborate effectively with other internal teams.

• Team player dedicated to excellence and maintaining a high level of integrity.

• Bachelor’s degree or equivalent experience required.

• A cover letter and resume must be submitted for consideration.

• New employees are required to successfully pass a background check.

• Must be legally authorized to work in the United States.

• Must disclose whether employment visa sponsorship will be necessary.

🏝️ Benefits

• Competitive salary and comprehensive benefits package.

• Opportunities for professional development and career advancement.

• Supportive work environment that values teamwork and collaboration.