Content Operations Coordinator

COMPANY OVERVIEW

Peters Professional Education is a licensed continuing education provider for CPAs, financial advisors, insurance agents, and other finance professionals both inside and outside the United States. It offers approximately 150 different courses to professionals through a combination of online, in-person, and on-demand learning. The company's founder and owner is David Peters, who has over 20 years of experience in financial services, and teaches and speaks all over the United States. 

POSITION OVERVIEW

The Operations & Content Coordinator is the operational backbone of PPE, serving as a reliable executor who handles diverse tasks independently while ensuring flawless execution of courses, events, and content delivery. This role requires exceptional attention to detail, process orientation, and the ability to manage multiple priorities.

KEY RESPONSIBILITIES

Course Production & Platform Management (35%)

• Create and update self-study courses and webinars on Thinkific platform with 99%+ accuracy
• Upload course materials, videos, quizzes, and supplementary resources
• Configure course settings, pricing, and access parameters
• Ensure all courses meet NASBA, IRS, and CFP Board compliance requirements
• Submit courses and attendee reporting to IRS and CFP boards within required deadlines
• Stay current on Thinkific platform features and recommend improvements
• Conduct monthly broken link checks on PPE website and resolve issues
• Test course functionality from student perspective before launch
• Maintain and update course documentation and standard operating procedures
• Collaborate with Video Editor to ensure course content is properly formatted

Live Events & Logistics (30%)

• Moderate live PPE-sponsored webinars including launching polls, managing Q&A, and providing technical support
• Coordinate all logistics for speaking engagements including technology checks and materials preparation
• Provide real-time technical troubleshooting during live events
• Reconcile poll reports and calculate CPE credits in accordance with regulatory standards
• Generate and distribute certificates to attendees and partners within required timeframes
• Ensure compliance with NASBA, IRS, and CFP Board standards for all live events
• Maintain event documentation and post-event reporting
• Identify opportunities for automation in event logistics processes
• Coordinate with speakers and partners on event requirements and materials

Partner Support & Customer Service (20%)

• Handle inbound customer service inquiries via email and chat with professionalism and efficiency
• Conduct outbound follow-up phone calls as needed to resolve customer issues
• Send new and updated course content to partners bi-monthly
• Maintain partner communication schedules and tracking systems
• Escalate complex issues to Director of Operations or appropriate team members
• Document customer feedback and identify recurring issues for process improvement
• Provide partners with timely updates on course releases and platform changes
• Assist partners with technical issues and platform navigation

Data & Administrative Support (15%)

• Maintain project boards and task tracking systems
• Update project statuses and ensure accurate data entry
• Support Director of Operations on special projects and initiatives
• Maintain organized file systems and documentation repositories
• Assist with data analysis and reporting as requested

REQUIRED QUALIFICATIONS

• Bachelor's degree preferred or equivalent experience
• 2-4 years of operations, project coordination, or event management experience
• Experience with learning management systems (Thinkific experience a plus)
• Strong understanding of continuing education and CPE requirements
• Proficiency with project management tools or similar)
• Experience in customer service or client support roles
• Technical aptitude and ability to troubleshoot common issues

SKILLS & COMPETENCIES

• Exceptional attention to detail and accuracy
• Strong organizational and time management skills
• Ability to manage multiple priorities and deadlines
• Self-motivated with ability to work independently
• Process-oriented with focus on continuous improvement
• Excellent written and verbal communication
• Problem-solving skills with appropriate escalation judgment
• Customer service orientation
• Technical proficiency with web-based platforms and tools
• Adaptability and flexibility in fast-paced environment

COMPENSATION RANGE

• $40,000 to $50,000 per year based on experience
• Comprehensive benefits package, including 401K
• Free tax preparation and investment management
• Flexible hours
• Educational opportunities
• Paid Time Off

APPLICATION PROCESS

Interested candidates should submit a resume, cover letter, and references. Applications will be reviewed on a rolling basis until the position is filled.

We are committed to fostering a diverse and inclusive workplace and encourage candidates from all backgrounds to apply.