Relationship & Customer Success Associate

Relationship and Customer Success Associate Location: On-Site, Brampton, ONShift: 10:00 AM - 6:00 PM*Must be able to travel to Mexico and the Caribbean. About Elite Planners AssociationElite Planners Association is a curated network of top luxury and destination wedding planners. We foster a community that inspires collaboration, innovation, and growth within the luxury wedding industry. Through networking, education, and exclusive experiences, we help our planners build meaningful relationships, scale their business, and deliver truly unforgettable weddings. Role OverviewAs an Entry-Level Relationship & Customer Success Associate, you will play a pivotal role in building and nurturing relationships with wedding planners, supporting their onboarding, and driving engagement across our community. You’ll act as a bridge between EPA and our planner members — helping them maximize value from our offerings, whether through events, marketing, or our CRM tools.Key ResponsibilitiesOnboarding & Managing PlannersWelcome newly accepted planners into the EPA network.Conduct onboarding sessions: introduce EPA benefits, community structure, and engagement opportunities.Help set up and manage planners in our CRM system, ensuring all contact and business details are accurate and up to date.Relationship Management & Customer ServiceBe the main point of contact for planners for day-to-day needs and inquiries.Proactively check in with planners (especially new ones) to ensure they are leveraging all the benefits (networking, education, FAMs, etc.).Connect with planners to understand their pain points, business goals, and how EPA can better support them.Email Marketing & CommunicationManage planner-facing email campaigns: announcements, newsletters, FAM trip invites, event reminders, and other relevant communications.Draft, schedule, and monitor emails to planners. Track open rates, engagement, and follow up as needed.Segment our planner base to tailor messaging (e.g., new planners vs. veteran planners).Business Development & OutreachReach out to potential new planners (prospective members) through research, outreach emails, social media, and calls.Assist in qualifying leads, building a pipeline, and onboarding them into our network.Help coordinate FAM (familiarization) trip planning and planner participation.CRM & Data ManagementMaintain and update planner data in the CRM.Generate reports and dashboards (e.g., planner engagement, onboarding progress, email campaign stats).Use data to identify trends and make recommendations for improving planner engagement and retention.Targets, Quotas & KPIsWork toward monthly / quarterly targets (e.g., number of new planners onboarded, engagement metrics, email campaign performance).Collaborate with leadership on setting achievable goals, tracking progress, and refining strategies.Event SupportSupport the organization of planner-community events (virtual or in-person), including FAM trip logistics, galas, meetups, and webinars.Assist in planner invitations, RSVPs, communication, and post-event follow-up.Qualifications & SkillsBachelor’s degree or equivalent experience (in business, communications, hospitality, or related field) preferred.1–2 years of experience in customer service, sales, account management, or relationship-building role (internships count).Excellent written and verbal communication skills.Highly organized, detail-oriented, and able to manage multiple tasks concurrently.Experience or interest in email marketing tools.Self-starter attitude with the ability to work independently as well as part of a team.Passion for weddings, luxury travel, or event planning is a strong plus.Strong interpersonal skills: able to build rapport with planners and partners.Proactive problem solver, comfortable suggesting improvements based on feedback and data.What You'll GainOpportunity to work within a curated luxury wedding planner community and build meaningful relationships in the event planning industry.Hands-on experience with CRM, email marketing, event planning, and business development.Exposure to high-level planners and industry leaders through FAM trips, galas, and exclusive events.A supportive, collaborative environment where your ideas and initiatives can directly influence the growth strategy of EPA.Career growth possibilities: roles in Planner Relations, Sales Leadership, Community Management, or Marketing.