Planning Services Manager

Position Overview

We are seeking a highly organized and systems-driven Planning Services Manager to oversee planner onboarding, contract management, and ongoing training development. This role is responsible for ensuring planners are fully equipped, supported, and aligned with company standards from day one. The Planning Services Manager will manage contract distribution and execution, serve as a key internal resource for planner questions, and build scalable training systems that elevate consistency, efficiency, and service quality across the planning team. The ideal candidate is process-oriented, detail-driven, and passionate about operational excellence within a client-focused environment.

Key Responsibilities

Planner Onboarding & Support

• Lead onboarding process for new planners from offer acceptance through full integration
• Ensure new team members are trained on systems, processes, brand standards, and client experience expectations
• Serve as the primary point of contact for planner questions and internal guidance
• Provide ongoing support to planners to ensure alignment with company standards

Contracts & Documentation Management

• Prepare, send, and manage planner and service contracts
• Track contract execution and ensure all documentation is completed accurately and on time
• Maintain organized digital contract records and compliance systems
• Coordinate with leadership on contract updates or revisions as needed

Training & Process Development

• Develop and document internal training procedures and standard operating procedures (SOPs)
• Create scalable systems to improve planning efficiency and consistency
• Identify process gaps and implement solutions
• Maintain updated training materials and internal resources
• Support leadership in refining planning workflows and service delivery standards

What We’re Looking For

• A systems-minded leader who thrives on organization and clarity
• A proactive problem-solver who anticipates team needs
• A strong communicator who supports planners with professionalism and confidence
• Someone who values structure, accountability, and continuous improvement
• A team-oriented professional who ensures consistency across all planning services

Requirements

Qualifications

• 3+ years of experience in operations, team management, or planning services
• Strong experience with contract management and documentation processes
• Demonstrated ability to build and implement systems and procedures
• Exceptional organizational and communication skills
• Detail-oriented with strong follow-through
• Experience working in a remote team environment preferred
• Proficiency with CRM systems, project management tools, and digital documentation platforms

Benefits

Compensation & Benefits

• $75,000 base salary
• Bonus potential based on performance and operational benchmarks
• 401(k) with 4% company match
• Health insurance stipend
• Remote work environment
• Paid Time Off (PTO)
• Opportunity for growth within a structured and collaborative team