What are the responsibilities and job description for the Virtual Programs Coordinator position at Exit Planning Institute?
Virtual Programs Coordinator (Exit Planning Institute)
About Exit Planning Institute:
The Exit Planning Institute (EPI) is a professional education company. We are powered by a dedicated staff, industry experts, and market leaders, that are passionate about providing top professional business advisors with the best industry content, ongoing practice support, and owner education resources. From humble beginnings, EPI has grown to become the exit planning market leader while staying focused and true to our mission. We are an education company that certifies and supports more than 8,000 Certified Exit Planning Advisors (CEPAs) and counting, as well as thousands of advisors worldwide through in-person and virtual education.
Job Description:
The Exit Planning Institute is seeking a highly organized, engaging, and professional Virtual Programs Coordinator to serve as the primary host and coordinator for EPI’s virtual educational programming and member engagement events.
This individual will play a key role in delivering a high-quality experience for community members, faculty, instructors, and event attendees across a variety of live virtual programs.
Key Responsibilities
Virtual Event Hosting
- Serve as the live host and moderator for EPI virtual events including:
- Webinars
- CEPA Mastermind Groups
- CEPA Immersion Events
- CEPA Onboarding Calls
- Faculty Q&A Sessions
- Professionally open and close sessions while maintaining a polished and engaging attendee experience
- Facilitate audience participation, chat moderation, and Q&A discussions
- Keep events running smoothly and on schedule
Event Coordination & Logistics
- Coordinate directly with instructors, faculty, and guest speakers prior to each event
- Prepare and manage event agendas
- Oversee virtual platform logistics including registrations, breakout rooms, polls, recordings, and attendee management
Administrative Support
- Track attendance, participation, and engagement metrics
- Coordinate post-event follow-up communications and resource distribution
- Collaborate with other internal EPI departments on scheduling, promotion, and program execution
- Identify opportunities to improve processes and enhance the virtual attendee experience
Qualifications
- 2 years of experience in event coordination, webinar administration, virtual programming, customer engagement, or related roles
- Strong verbal communication and presentation skills
- Comfortable speaking live to professional audiences in a virtual setting
- Highly organized with strong attention to detail and follow-through
- Experience with Zoom Webinar, Zoom Meetings, Microsoft Teams, or similar virtual event platforms
- Ability to manage multiple recurring events and deadlines simultaneously
- Experience with audiences in an educational or business advisory space a plus
Position Details:
- Location: Hybrid | 24651 Center Ridge Rd # 350, Westlake, OH 44145
- Hours: 8am-5pm Mon-Fri
- Position Type: Full Time
Compensation and Benefits:
- Expected salary range: $50,000-$60,000 annually
- 401(k) program
- Insurance programs (Health, Vision, and Dental all available)
- Unlimited Paid Time-Off
Pay: $50,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Parental leave
- Vision insurance
Work Location: Hybrid remote in Westlake, OH 44145
Salary : $50,000 - $60,000