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, who 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 5,000 Certified Exit Planning Advisors (CEPAs) and counting, as well as thousands of advisors worldwide through in-person and virtual education.

Job Description :

Our professional education company is seeking a Product Development Assistant to play a vital role in our continued efforts to improve and expand our product line in 2024 and beyond.

Our new team member will provide a wide variety of services to help optimize product management and development efforts.

They will be a reliable team player with an eye for detail. They will need to be web-savvy regarding managing different systems, have strong project management skills, and have an interest in tracking industry trends and best practices.

This team member reports directly to our Product Development Manager. The successful candidate for this role is willing to work hard and grow with the company, assisting in developing new products, ensuring the smooth execution of various tasks related to course creation, quality control, and customer satisfaction.

Key responsibilities and duties :

Track weekly product metrics in our CRM system, HubSpot, including sales data and submitted customer feedback. Collaborating with the Fulfillment team to respond to results as needed.

Products to track include, but are not limited to : Online education programs, in-person conferences and events, books, etc.

• Maintain accurate data within CRM system, website, and member center / directory, including Subject Matter Expert (SME) database.
• Facilitate communication / scheduling with SME’s to help streamline their contributions to EPI content.
• Support the creation and maintenance of EPI’s online course catalog, including video review, updating slideshows and other supplementary materials, creating quiz questions, etc.
• Oversee product details within EPI’s payment processing system, Shopify.
• Act as first point of contact for product questions from internal EPI team.
• Maintain the EPI Member Center, including available materials to members, user access, and providing user-experience updates.
• Manage EPI course submissions to outside organizations when looking to gain approval for new continuing education offerings.
• Support the creation of new products during the pre-production process, and help ensure successful launches.
• Run quality control / proofing for all new and current EPI products.
• Help in the design, execution, and analysis of market research, identifying potential ideas for improvement.
• Support the day-to-day operations of EPI's Product Development team when unique tasks are assigned

Position qualifications and skills :

• Proficiency with online systems and maintain the ability to pick up new systems quickly. Including but not limited to : HubSpot, Shopify, Adobe (Photoshop, Premier Pro), Microsoft Suite (Word, Excel, PowerPoint, OneDrive, Teams, Outlook), Vimeo, Canva, various online testing platforms
• High School diploma required
• 1 years in administrative roles
• Experience in an education or training field a plus
• Detail-oriented with a commitment to accuracy and quality
• Coachable
• Life-long learner
• Excellent problem-solving skills
• Must be motivated and able to work with minimal supervision
• Exceptional verbal and written communication skills
• Ability to work independently and as part of a team

Location : Hybrid. Required two days a week in Westlake, OH office. 27881 Clemens Rd A, Westlake, OH 44145

Hours : 8am-5pm Mon-Fri

Position Type : Full Time

Salary Range : $40K-$50K dependent on experience

Compensation and benefits :

Following completion of the 90-day onboarding period, the Exit Planning Institute offers team members an entrepreneurial work atmosphere, fostering the spirit of teamwork, the space for creativity and productivity, and a commitment to work / life balance.

In addition to unlimited* vacation time, healthcare, and unique incentives, we encourage employees’ individual professional development by offering established team members a budget for position-applicable workshops, conferences, books, and training.

Last updated : 2024-05-17