Remote Planner Operations Associate

Learnlux; United States; Remote; USD 75,000 - 95,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k)

Job summary

LearnLux is seeking a Planner Operations Associate to support the day-to-day operations of our global network of financial experts. You will handle communications, audits, and recordkeeping to ensure a seamless experience for both planners and members.

This hands-on role rewards attention to detail and execution, with remote work within the U.S. and reporting to the Manager of Planner Operations. Ideal candidates have 2–4 years in operations and strong cross-cultural communication skills.

Qualifications

• 2–4 years of operations, coordination, or support experience in a fast-paced startup.
• Experience living or working abroad or with international colleagues is a plus.
• Excellent written and verbal communication skills, with an understanding of cross-cultural communication nuances.
• Experience with database or record management tools (e.g., Airtable or similar).
• Experience with mass-email or shared-inbox tools (e.g., Mailchimp, Front, Braze, or similar).
• Familiarity with Calendly or similar scheduling software.
• Strong organization and prioritization skills and the discipline to manage a high volume of activity.
• Self-motivated and comfortable executing defined workflows independently, while knowing when to ask for input.
• Experience using AI in your day-to-day work.

Responsibilities

• Own the communication channels with our global financial planners. Ensure all messages are responded to in a timely fashion and elevate urgent issues to senior planning leads.
• Plan and send a regular newsletter to the global financial experts, sharing key updates and quarterly goals.
• Monitor scheduled calls for potential disruptions and resolve urgent issues quickly to protect the member experience.
• Support the onboarding process for new global financial experts, provisioning access to the right tools and confirming each planner is fully configured from an admin perspective before they begin working with members.
• Run recurring audits of the tools used by the financial experts, confirming settings are configured correctly and implementing fixes as needed.
• Maintain disciplined data hygiene across our tools and systems, keeping planner records accurate and current.
• Support our planning leads with SOP documentation to improve operational procedures and standards.
• Partner closely with the Manager of Planner Operations and the Senior Manager of Global Planner Relations, flagging recurring friction points you spot in the day-to-day and helping to test & build better approaches.

Skills

Communication

Attention to detail

Cross-cultural communication

Project coordination

Independent execution

AI in work

Tools

Airtable

Mailchimp

Front

Braze

Calendly

Job description

LearnLux is seeking a Planner Operations Associate to support the day-to-day operations of our global network of financial experts. You will handle communications, audits, and recordkeeping to ensure a seamless experience for both planners and members.

This hands-on role rewards attention to detail and execution, with remote work within the U.S. and reporting to the Manager of Planner Operations. Ideal candidates have 2–4 years in operations and strong cross-cultural communication skills.