Certification Ops Lead — Process & Quality

CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING; Washington (District of Columbia); Hybrid; USD 98,000 - 115,000; Full time

Job summary

CFP Board in Washington, DC seeks a Manager, Certification Operations to oversee the day-to-day execution of certification activities, including examination registration, experience verification, and maintenance of records.

You will lead a team, set priorities, and ensure compliance with policies while delivering high-quality service to candidates and certificants.

The role offers a hybrid schedule in the DC area with a base salary range of $98,000 to $115,000 plus incentive compensation.

Qualifications

• Bachelor's degree required; master's preferred.
• Five+ years of progressively responsible experience in certification, credentialing, or related operational environments.
• Two+ years of supervisory experience.
• Demonstrated experience leading high-volume, deadline-driven processes.
• Experience with AMS/CRM/LMS or enterprise applications preferred.
• Commitment to confidentiality and exceptional customer service.

Responsibilities

• Manage the daily operations of Certification Operations, including examination registration, experience verification, education verification, and certification maintenance.
• Supervise and develop Certification Operations staff, fostering a high-performing team culture.
• Set priorities, allocate workloads, and manage staffing to ensure timely processing and continuity.
• Ensure policy compliance and maintain operational standards across Certification Operations.
• Oversee examination registration operations, candidate processing, accommodations, and records.
• Monitor performance, service metrics, and KPIs; prepare reports for leadership decisions.
• Lead quality assurance of certification records and related documentation.
• Collaborate with cross-functional teams to support audits, accreditation, and compliance.
• Identify risks and implement improvements to enhance efficiency and candidate experience.
• Plan examination cycles and coordinate timelines, staffing, and readiness.
• Coordinate vendor-related activities with testing vendors and partners.

Skills

Analytical skills

Organizational skills

Problem-solving

Communication skills

Attention to detail

Education

Bachelor's degree in business administration, public administration, higher education administration, education, psychology, or a related field

Tools

Microsoft Office Suite

Job description

CFP Board in Washington, DC seeks a Manager, Certification Operations to oversee the day-to-day execution of certification activities, including examination registration, experience verification, and maintenance of records.

You will lead a team, set priorities, and ensure compliance with policies while delivering high-quality service to candidates and certificants.

The role offers a hybrid schedule in the DC area with a base salary range of $98,000 to $115,000 plus incentive compensation.