Program Engagement Specialist - Virginia Beach Virginia

Company: VirtualVocations
Location: Virginia Beach, Virginia
Posted On: 02/02/2025

A company is looking for a Program Engagement Specialist to provide programmatic support to their Plan Design Services program.



Key Responsibilities

Support program procedures, processes, and promotion while managing billing and client service for advisors
Drive program adoption by educating advisors, monitoring usage, and identifying growth opportunities
Enter client data into core advice tools and maintain accurate records across platforms


Required Qualifications

Bachelor's degree in business or related field
3+ years of industry experience
Proficient in Microsoft Office Suite and CRM tools like Salesforce
Technical aptitude and ability to learn new business tools quickly
Ability to manage multiple tasks in a dynamic environment More...

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