Membership and Training Programs Coordinator

Job Description

Job Description

Who we are:

Awarded with the Society for Human Resource Management’s (SHRM) When Work Works award, AFP offers a flexible and business casual work environment with competitive base salary and generous incentive compensation plan. Plus, our substantial benefit package includes vacation, sick, personal, holiday and volunteer leave, medical, dental and vision health insurance, 401K plan with employer match and flexible work schedules.

AFP core values are focused on fostering successful, growth-oriented people. That’s why we value critical thinking and deliberative discussion conducted in a respectful manner and cross-functional collaboration to achieve AFP goals. With over 70% of our employees promoted to their current position, there is ample opportunity for upward mobility within the organization.

Key Outcomes

• Drives revenue and growth by maintaining accurate, optimized LMS, website, and store platforms that enable seamless access to training products and membership offerings.
• Supports program expansion and client growth through effective coordination and delivery of training programs, regional activities, and corporate engagements.
• Delivers high-quality customer care by providing responsive, end-to-end support across purchasing, contracting, training delivery, and financial coordination, strengthening client satisfaction and retention.

A Typical Week May Look Like This…

Membership Services

• Responsible for updating the Learning Management System (LMS) for membership value proposition and training courses.
• Maintain and update website content for both membership and training programs.
• Coordinate AFP Regionals’ activities and related services AFP provides to the Regionals.
• Provide customer support by addressing inquiries related to membership value propositions.
• Coordinates the development and execution of training products to support AFP Membership offerings.   
• Responds to customer membership inquiries (email, phone, voicemail, etc.) in a timely manner. 
• Supports the process for Corporate Membership offering and acts as the contact for Corporate Members as required to answer necessary questions and provides services depending on the purchasing tier.
• Track utilization of the membership value proposition from AFP Learn, Meet-Ups and Training activities to understand what is beneficial and what may need to be adjusted in the offerings.

Training Programs

• Maintains AFP training products and information on the AFP website, Learning Management system and AFP store, as necessary.  This includes but is not limited to on demand products, Exam Prep Platforms, open enrollment courses and membership/training video content. 
• Launches and facilitates scheduled virtual education sessions, managing the technology (Zoom or similar) and conducting practice sessions with speakers.  Advances presentations, forwards questions from participants to speakers and respond to general questions until instructor base is comfortable leading on their own.  
• Manages the logistics for both AFP’s University and International Partner programs (Granting access, creating invoices, and generating welcome emails to all clients.) Leads the management of all logistics associated with University and International Partners in accordance with training management checklist determined by supervisor and completed by set deadlines.
• Works with the Training staff to review training corporate customer and practitioner user experience across all training products and delivery channels.  Make recommendations for improvements and work with internal staff across AFP to implement approved changes.  
• Responds to customer training inquiries (email, phone, voicemail, etc.) in a timely manner. 
• Coordinates across AFP functions and acts as the internal resource for corporate purchases of the FP&A and CTP Exam Prep Tool and custom training bundles. 
• Drafts letters of agreement for training instructors, processes instructor invoices and expense reports. 
• Work with the finance team for the creation and tracking of outstanding partners and training delivery invoices. 
• Assists with corporate client invoicing process, contracts, course scheduling and any relevant client or client related communications. 
• Coordinates partner management through the granting of access, the assignment of discount codes to partner submitted students, and requesting invoices from the Finance team. 
• Works collaboratively across AFP, ensuring training department internal clients receive relevant updates and progress reports in a timely manner. Produce reports that are distributed to AFP management. 
• Prepares and distributes attendee materials for seminars, custom training, and other educational events on an as needed basis.  Ensure that materials are sent in a timely manner.  
• Creates and maintains training department SOPs for all training related functions.  

Is This You?

• Has 2–4 years of experience supporting training programs, learning & development initiatives, educational programs, or customer/member training operations
• Enjoys coordinating multiple moving pieces while staying highly organized and detail-oriented
• Has experience working with platforms such as Learning Management Systems (LMS), websites, online stores, Zoom, or CRM/AMS systems
• Takes pride in delivering exceptional customer service and building strong relationships with members, clients, instructors, and partners
• Communicates professionally and confidently through email, phone, and virtual meetings
• Is proactive, dependable, and solutions-oriented when handling deadlines, logistics, and customer needs
• Thrives in a collaborative environment and enjoys partnering across departments to improve processes and user experience
• Is comfortable managing administrative and operational tasks such as invoicing coordination, contracts, reporting, scheduling, and documentation
• Enjoys improving systems, creating SOPs, and finding ways to make processes more efficient
• Can confidently manage virtual training sessions and support presenters, participants, and technology needs
• Has strong technical and organizational skills, including proficiency in Microsoft Office Suite and virtual meeting platforms
• Values accuracy, responsiveness, and follow-through in every interaction

This is Us!

We are a collaborative team of individuals who are hardworking and entrepreneurial.

We take ownership in how our specific role drives the organization’s success.

We are intellectually curious, adapt quickly to change, and work autonomously and cross-functionally while delivering extraordinary results at a fast pace.

AFP offers:

A collegial, casual and virtual work environment.

Competitive base salary + incentive compensation plan.

Great career growth.

Superb benefits plan, including a generous vacation/sick/holiday leave policy, medical, dental and vision health insurance, 401K plan with employer match and flexible schedules.

"When Work Works" award by the Society for Human Resource Management for our flexible workplace.

AFP Core Values

We exist for the success of the corporate finance professional and seek candidates who embody our AFP Core Values:

• We always strive to be better.
• We listen, we speak up, we smash silos.
• We are courageous.
• We are all in it together.

This job description is not intended to be all-inclusive, and responsibilities can be expected to evolve over time to meet changing business needs. The employee may be required to perform other related duties to meet these needs. While AFP’s intent is always to be clear and transparent about the expectations of this role, this job description may be reviewed and updated accordingly with or without notice. AFP is an equal opportunity employer and does not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other protected characteristic under federal, state, or local law. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.