Hybrid Fulfillment Coordinator for CEPA Programs

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

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