LearnLux - Planner Operations Associate
Requirements
• This role is remote within the U.S. It reports to the Manager of Planner Operations.
Responsibilities
• Own the communication channels with our global financial planners. Ensure all messages are responded to in a timely fashion and escalate urgent issues to senior planning leads. • 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. • You should bring • You should bring • A minimum of 2-4 years of operations, coordination, or support experience, ideally in a fast-paced startup environment. Experience living or working abroad or working with international colleagues is a strong plus. • Excellent written and verbal communication skills, with an understanding of and comfort with 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 rather than guess. • Experience using AI in your day-to-day work. • LearnLux is a fit for you if you • Thrive in fast-moving environments and enjoy building in moments of change. We operate with urgency, and roles, priorities, and approaches evolve as we grow. • Like wearing multiple hats and helping define the path forward. At LearnLux, roles evolve as we grow, and employees often help create clarity, structure, and direction where it didn’t previously exist. • Take initiative and don’t wait to be asked. You see problems as opportunities and are comfortable stepping in to move work forward. • Are energized by ambiguity and willing to make decisions with imperfect information. We learn quickly by doing, and pace is a competitive advantage for us. • Enjoy being hands-on and owning work end to end. While strategic thinking matters, execution, follow-through, and accountability are what drive impact here. • Are motivated by high standards and continuous improvement. As we hit new milestones, we intentionally raise the bar on quality, ownership, and outcomes. • Value clear, frequent communication and collaboration. As a remote team, staying aligned through proactive communication is core to how we operate.
Benefits
• Remote-first company structure • Medical, dental, and vision • Mental wellbeing (Talkspace) • Financial wellbeing (LearnLux) • Paid vacation and sick leave • Paid sabbatical after 5 years of service • A supportive, inclusive team culture • Opportunities for continuous learning and growth at a fast-growing startup at the cutting edge intersection of financial wellness and technology • Closing • LearnLux strives to be an inclusive workplace and values learning from and engaging across different perspectives. Women, people of color, LGBTQIA+ individuals, and members of other minority or marginalized groups are strongly encouraged to apply.
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