Position Overview

We are seeking a highly organized and systems-driven Planning Services Manager to oversee planner onboarding, contract management, and ongoing training development. This role is responsible for ensuring planners are fully equipped, supported, and aligned with company standards from day one. The Planning Services Manager will manage contract distribution and execution, serve as a key internal resource for planner questions, and build scalable training systems that elevate consistency, efficiency, and service quality across the planning team. The ideal candidate is process-oriented, detail-driven, and passionate about operational excellence within a client-focused environment.

Key ResponsibilitiesPlanner Onboarding & Support

Lead onboarding process for new planners from offer acceptance through full integration
Ensure new team members are trained on systems, processes, brand standards, and client experience expectations
Serve as the primary point of contact for planner questions and internal guidance
Provide ongoing support to planners to ensure alignment with company standards

Contracts & Documentation Management

Prepare, send, and manage planner and service contracts
Track contract execution and ensure all documentation is completed accurately and on time
Maintain organized digital contract records and compliance systems
Coordinate with leadership on contract updates or revisions as needed

Training & Process Development

Develop and document internal training procedures and standard operating procedures (SOPs)
Create scalable systems to improve planning efficiency and consistency
Identify process gaps and implement solutions
Maintain updated training materials and internal resources
Support leadership in refining planning workflows and service delivery standards

What We’re Looking For

A systems-minded leader who thrives on organization and clarity
A proactive problem-solver who anticipates team needs
A strong communicator who supports planners with professionalism and confidence
Someone who values structure, accountability, and continuous improvement
A team-oriented professional who ensures consistency across all planning services

Qualifications

3+ years of experience in operations, team management, or planning services
Strong experience with contract management and documentation processes
Demonstrated ability to build and implement systems and procedures
Exceptional organizational and communication skills
Detail-oriented with strong follow-through
Experience working in a remote team environment preferred
Proficiency with CRM systems, project management tools, and digital documentation platforms

Compensation & Benefits

$75,000 base salary
Bonus potential based on performance and operational benchmarks
401(k) with 4% company match
Health insurance stipend
Remote work environment
Paid Time Off (PTO)
Opportunity for growth within a structured and collaborative team

Leigh and Co.

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Planning Services Manager