Program & Operations Specialist

Seeking a Skilled Program & Operations Specialist to help us deliver our coaching programs with hyper-efficiency, wrapped in a world-class client experience.    

WHO ARE WE   

Limitless is a fast-growing business consulting and coaching firm that specializes in helping financial advisors build a wildly successful business and life they love. We’re a team of happy, high performers who genuinely like each other, so a high-vibing team player is mandatory. We operate on a fully remote basis with flexible schedules, giving you ownership of your role and results. We have a slight obsession with business excellence and running a hyper-efficient business (so that we deliver deep value while enjoying the ride and the rewards).   

We’re hiring for a Program & Operations Specialist to support our coaching services and program operations.  You’ll be the point person on our tech platforms, manage our content databases and interfaces (specifically in Airtable), keep our tech in check and ensure we deliver exceptional service in a hyper-efficient way. We’re looking for a guru to own our program operations, build really cool stuff, and integrate solutions across tech platforms—all focused on keeping our clients happy and engaged. You will build, manage and support program management platforms, member and content databases, and lead generation and business campaigns.  

If you love using tech to build creative solutions and create business efficiencies while working with a fun team in a growing business, read on! 

THE IMPORTANT WORK YOU’LL DO  

• Content Management: You are the content management master! You’re responsible for posting all member content to the member platform, maintaining content Airtable databases and interfaces, and ensuring lessons and resources remain accurately organized and updated across all systems and sites. 
• Member Site Management: Update and maintain our Circle platform member site for each program, maintain program information and content, set up lesson rooms and discussion board. Pull and report on site analytics. 
• Client Experience: You get a kick out of bringing people, platforms, and processes together to create exceptional client experiences and business outcomes. You easily spot ways to improve operations and continuously work to optimize our systems to deliver a remarkable, reliable client experience. You enjoy coming up with new processes, automation, and tools that help deliver deep value to clients hyper-efficiently.   
• Data and Integration: You may not be a developer, but you could be. Using technology to solve business needs and improve business performance, designing and deploying client resources, and integrating data and systems is where you excel. You’re our SME guru for all things data and integration. 
• Partners and Project Mgt. You’re the glue that brings everything together. You work with internal and external partners to design, manage and troubleshoot projects. You are a fan of clarity, timelines, and accountability. You look around corners, run a tight ship, and keep things on track.  
• Marketing Operations: You’ll support the marketing operations team as needed to ensure seamless execution of marketing campaigns.  

THE AWESOME SAUCE YOU BRING 

• Experience: Your sweet spot is where people, process, and platforms come together. You have at least 3-5 years of experience in a similar position. Financial services or coaching industry experience is welcomed, but not required.   

• Skills: Creative thinker who takes initiative, figures things out, and gets stuff done. Process improvement, content management, relational databases, and working well with others are non-negotiables. You’re a freak for detail and love building awesome things that work. 

• Tech: You’re a tech wiz. You live for platforms like Airtable, Asana, AWS S3, Circle, Excel, FillOut, Google Sheets, Keap Max Classic, Lead Gen Platforms (ClickFunnels, Fix Your Funnel & QR Code Generator), Zapier, and more. 

• Culture: We are a culture-driven firm. You can be a solo artist, but you must be an open, positive communicator and work well in a tight-knit team. You’re not above getting your hands dirty and going from big-picture thinking to ongoing admin tasks (you’re willing to roll up your sleeves and get it done).   

ENJOY THE RIDE AND THE REWARDS 

• Base salary: $60,000-$75,000  
• Performance bonus up to 10%   
• Profit Sharing bonus up to 10% of salary (5-yr average is 100% payouts)  
• Total compensation potential of $72,000-$90,000 for that special someone  
• Significant growth potential  
• 1 week paid holiday Christmas to New Years  
• 4-day weekends for all 3-day weekends 
• Two weeks paid vacation after year one. Three weeks per year after year two.   
• Health & well-being allowance 
• Remote work and flex schedule 

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VIDEO

Please submit a not-more-than 3-minute video answering the questions below and telling us why you're the right fit to join our team. This is not a training position. You will hit the ground running, so be sure to tell us about your experience and results in these areas:

• Using Airtable, Asana, and automation engines like Zapier to build systems and integrations.
• Building well-organized relational databases and optimized workflows.
• Being a highly effective operator who takes initiative and identifies opportunities to optimize operations and client experiences
• Your ideal workplace (what is the ideal leader, role, and team like for you)