Summary  

Are you a self-starter who thrives on creativity and has a sharp eye for detail? Do you excel under pressure, with a passion for planning and a talent for organization and critical thinking? Have you successfully juggled multiple projects and events while working seamlessly across diverse teams? Are you known as the steady, calming presence in fast-paced environments? If this sounds like you, we have the perfect opportunity!

We’re looking for a Service Delivery Coordinator which is a key role focused on the planning, coordination, and timely execution of a variety of events. You’ll also oversee staffing schedules for our planners, coaching line, and chat shifts. You will handle internal reporting, maintain documentation, and coordinate technology support and troubleshooting. In this role, you’ll drive improvements in service delivery, ensuring seamless collaboration across teams and consistently high customer satisfaction. Your ability to manage service requests, streamline workflows, and foster efficient operations will be essential to your success.

Who WE Are And What You’ll Do

We are B2B2C.

 For organizations, our customized programs integrate with employer-sponsored benefits and wellness programs to enhance utilization of employee benefits, reduce related expenses and risks, and improve employee engagement and productivity.

 Individual employees have access to our elite team of CERTIFIED FINANCIAL PLANNERS™ (CFPs®) through multiple channels and to our proprietary, open-architecture digital Financial Wellness Hub platform. Completely unbiased, with no sales pitch, our team of CFPs® works with people from all walks of life on any financial matter from debt and budgeting to retirement and estate planning. Free access to an unbiased CFP® is a unique service, and we have proven, behavior-changing results that have a positive impact on people’s lives.

 The right individual for the team will be a natural relationship builder, able to confidently guide work, and assert boundaries professionally when appropriate. A forward-thinking mindset and a willingness to share your ideas and recommendations are essential for this role.

As a Service Delivery Coordinator, you will:

·       Serve as the primary lead for overseeing and improving service delivery coordination and processes to ensure exceptional customer satisfaction. This role requires cross-department collaboration, managing service requests, and streamlining workflows to ensure efficient and effective service execution.

Your Skills & Experience

• Service Coordinator: Manage the end-to-end internal service delivery process, ensuring timely and accurate fulfillment of service requests.
• Collaborator: Work closely with cross-functional teams, including IT, Operations, Marketing, Planners, and Client Success, to ensure seamless service delivery.
• Problem Solver: Analyze current workflows and processes, recommending and implementing enhancements to increase efficiency. Demonstrate your ability to plan, manage, and ensure delivery of all phases of a project lifecycle to ensure successful delivery.
• Versatile / Multi-Talented Contributor – Bring your intellectual curiosity and roll up your sleeves, Financial Finesse is a flat organization with a relatively small team of driven and intelligent people often working cross-functionally to make strategic contributions to a business they believe in.

 Qualifications:

• Bachelor’s degree in Business Administration, Operations Management, or a related field.
• Proven experience in event planning and management is a must.
• Service delivery, project management, or a similar role.
• Experience managing and improving operational processes.
• Strong organizational and multitasking skills.
• Excellent communication and interpersonal abilities.
• Ability to work independently and as part of a team.

Who You Are

• Mission Focused  
• Intrinsically Motivated
• Adaptable
• Creative Problem Solver
• Detail Oriented  
• Resilient  
• Humble
• Solution & Goal-Oriented  
• Person of integrity

What’s In It For You  

Our headquarters is located in El Segundo CA, however, we have been a fully distributed “work from home” team since March 2020. The Client Success Manager position is based remotely, and the ideal candidate is able to travel to the Los Angeles, CA area four times/year. Additionally, while our work hours are flexible, members of the team should expect to be available Monday – Friday and support internal meetings in Pacific Time,

The total compensation includes a $72,000 base salary with quarterly and annual bonuses (typically between 10-20% and up to 25%, respectively), resulting in a total of up to $104,400. Additional financial opportunities exist through cash-based profit sharing and through equity plans, and we offer a full comprehensive benefits package and 401k matching.

About us

Financial Finesse is a boutique, entrepreneurial firm located in El Segundo, CA. Since our founding in 1999, we have been the pioneering leader of the workplace financial wellness industry, which has recently reached an inflection point of growth. As an employee-owned company that operates with an entrepreneurial spirit and a philanthropic heart, we love what we do and the people we work with. We leverage the strengths of our people and proprietary technologies to work with large organizations such as Nestle, CVS Health, and the NFLPA to design and deliver full-scale, proprietary financial coaching technologies and services to be provided as an employer-sponsored benefit to their employees. We’ve been around for 26 years, and we’re honored to have been recognized by Los Angeles Business Journal as a ‘Best Place to Work’, by Entreprenuer.com as a ‘Top Company Culture’, and Best in Biz as ‘Most Innovative Small Company of the Year’.