Fulfillment Coordinator

Kids for the Future; Westlake (OH); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Health insurance

401(k)

Unlimited PTO

Hybrid schedule

Job summary

Exit Planning Institute (EPI) is seeking a Fulfillment Coordinator to join our Operations team in Westlake, OH. This role supports participants in the CEPA program, ensuring a smooth experience from onboarding through completion.

The Fulfillment Coordinator answers questions, resolves issues, maintains records, tracks activity, and coordinates behind-the-scenes details to keep programs running smoothly. Ideal candidates are organized, detail-oriented, and able to manage multiple priorities in a

Qualifications

• Previous customer service, client support, administrative, or similar experience required.
• Strong written and verbal communication skills.
• Comfortable assisting clients by phone and email.
• Highly organized with strong attention to detail.
• Ability to manage multiple tasks and shifting priorities while meeting deadlines.
• Strong problem-solving skills and willingness to ask questions when needed.
• Dependable and able to follow through on assigned responsibilities.
• Comfortable working independently as well as collaboratively within a team.
• Proficiency with Microsoft Office; experience with HubSpot or another CRM is preferred.
• Ability to learn new systems, processes, and technology quickly.

Responsibilities

• Support CEPA participants throughout onboarding, program participation, and post-program follow-up
• Respond to incoming calls, emails, and other participant questions in a timely and professional manner
• Troubleshoot participant issues and connect clients with the appropriate team member when needed
• Track participant enrollment, attendance, coursework completion, exam progress, and other program requirements
• Maintain complete and accurate participant records in HubSpot
• Track and report program information including enrollment, attendance, completion, and survey feedback
• Review and process continuing education credit requests for eligible members
• Support program logistics and administrative tasks before, during, and after CEPA programs
• Help participants understand and access available EPI resources, tools, and ongoing support
• Coordinate with EPI’s third-party logistics (3PL) partner to monitor order fulfillment, resolve shipping issues, and help ensure orders are processed accurately and on time
• Monitor fulfillment activity and address order discrepancies, reshipments, or other shipping-related issues as needed
• Follow established processes and procedures while identifying opportunities to improve the participant experience or internal workflows
• Collaborate with other EPI teams to resolve participant needs and ensure a consistent client experience

Skills

Customer service

Communication skills

Organizational skills

Multi-tasking

Problem-solving

HubSpot experience

CRM software

Microsoft Office

Education

4 Year Degree

Tools

HubSpot CRM

Job description

• Location 24651 Center Ridge Road,Suite 350,Westlake, OH, 44145-1167,United States
• Base Pay $40,000.00 - $50,000.00 / Year
• Employee Type FT Exempt
• Required Degree 4 Year Degree
• Manage Others No

Description

The Exit Planning Institute (EPI) is seeking a Fulfillment Coordinator to join our Operations team. This role supports participants throughout the Certified Exit Planning Advisor (CEPA) Program and helps ensure they have a smooth, organized experience from onboarding through program completion.

The Fulfillment Coordinator serves as a key point of support for participants by answering questions, resolving issues, maintaining accurate records, tracking program activity, and coordinating the behind-the-scenes details that keep our programs running successfully.

The ideal candidate is organized, detail-oriented, comfortable communicating with clients, and able to manage multiple priorities in a fast-paced environment. They take initiative, follow through on tasks, and know when to ask questions or elevate an issue.

Key Responsibilities and Duties

• Support CEPA participants throughout onboarding, program participation, and post-program follow-up
• Respond to incoming calls, emails, and other participant questions in a timely and professional manner
• Troubleshoot participant issues and connect clients with the appropriate team member when needed
• Track participant enrollment, attendance, coursework completion, exam progress, and other program requirements
• Maintain complete and accurate participant records in HubSpot
• Track and report program information including enrollment, attendance, completion, and survey feedback
• Review and process continuing education credit requests for eligible members
• Support program logistics and administrative tasks before, during, and after CEPA programs
• Help participants understand and access available EPI resources, tools, and ongoing support
• Coordinate with EPI’s third-party logistics (3PL) partner to monitor order fulfillment, resolve shipping issues, and help ensure orders are processed accurately and on time
• Monitor fulfillment activity and address order discrepancies, reshipments, or other shipping-related issues as needed
• Follow established processes and procedures while identifying opportunities to improve the participant experience or internal workflows
• Collaborate with other EPI teams to resolve participant needs and ensure a consistent client experience

Requirements

Position Qualifications and Skills

• Previous customer service, client support, administrative, or similar experience required
• Strong written and verbal communication skills
• Comfortable assisting clients by phone and email
• Highly organized with strong attention to detail
• Ability to manage multiple tasks and shifting priorities while meeting deadlines
• Strong problem-solving skills and willingness to ask questions when needed
• Dependable and able to follow through on assigned responsibilities
• Comfortable working independently as well as collaboratively within a team
• Proficiency with Microsoft Office; experience with HubSpot or another CRM is preferred
• Ability to learn new systems, processes, and technology quickly

Summary

Job Type: Full-time, Hybrid

Work Location: Hybrid remote in Westlake, OH 44145

Work Schedule: Monday and Tuesday in office; Wednesday, Thursday and Friday eligible for remote work. Hybrid schedule is subject to change based on business needs.

Following Successful Completion of the 90-Day Introductory Period

• Eligibility to enroll in EPI's health, dental, and vision insurance programs
• Eligibility to participate in EPI's 401(k) program
• Eligibility for EPI's Unlimited Paid Time Off program

Ability to Commute:

• Westlake, OH 44145 (Preferred)

Ability to Relocate:

• Westlake, OH 44145: Relocate before starting work (Required)