Student Success Manager

CeriFi, LLC
Working from home
Based on Experience
Aug 31, 2020
Sep 30, 2020
Job Role
Employment Type
Full Time


Job Title:

Student Success Manager

Job Category:



Dalton Education – Intellectual Property

Job Code/ Req#:




Travel Required:



Based on experience

Position Type:


Job Description

Nature and Scope

This position will be the primary student support person for CFP education and review students needing content related support. Timely and accurate responses to student’s email and phone questions are critical to the success of our business. In addition, this person will assist with creating, updating and maintaining Dalton Education’s intellectual property for the CFP® certification examination and education programs. This includes textbooks, program booklets, teaching slides, exams and practice questions, cases and online recordings.

Roles and Responsibilities

Education and Exam Review Content

  • Update slides, quizzes, exams, cases and other materials used in education programs.
  • Develop and/or coordinate the development of new education content as required.
  • Update review program booklets, slides, questions, and other materials.
  • Answer student questions and coordinate with other faculty to support student questions.
  • Develop and/or coordinate the development of new exam review content as required.

Student Support

  • Promptly respond to student email and phone questions regarding CFP content.
  • Conduct study coaching calls for students preparing for the CFP exam.
  • Drive student success on the CFP exam, as measured by exam pass rates.
  • Complete other related duties as assigned.

Qualifications and Education Requirements

  • Bachelor’s degree
  • CERTIFIED FINANCIAL PLANNER™ Certification (or working towards completion)
  • Proficient in MS Excel, Word, PowerPoint
  • Strong analytical, problem solving and critical thinking skills
  • Excellent interpersonal, written/verbal communication, leadership and project management skills

Preferred Skills

  • Passion for education and helping others.
  • Some level of industry experience in financial services

5400 Laurel Springs Pkwy, Suite 202, Suwanee, GA 30024 | 855.237.9467

About Dalton Education

Dalton Education is the leading provider of CFP® certification education and examination review materials. We offer our education programs in partnership with some of the top universities in the country, including Wake Forest University, Emory University, Northwestern University, University of California Berkeley, Pepperdine University and many more. Dalton Education is the only provider to offer a 100% money-back guarantee that students will pass the CFP exam, or receive a full refund.

For more information about Dalton Education, please visit: or call (877) 426-2373.

To apply for this position, please send your resume and cover letter to: