Fulfillment Manager

About Us

Estate Guru is building category-defining technology that helps financial advisors, attorneys, and financial institutions deliver estate planning to real people—without the complexity. Above all, we believe great people build great companies. We make estate planning real for real people—turning a complex legal process into clear, confident decisions about the things and people that matter most. Our platform combines attorney oversight with a guided client experience, helping our customers offer more value and deepen relationships.

We're growing quickly and we're looking for sharp, creative, human-centered team members to grow with us. This is a chance to be part of something meaningful: bringing all phases of estate planning to the mass affluent in a way that's never been done before. You'll join a team that values strategic thinking, practical execution, and doing great work for and with great people.

About the role

We are seeking a proactive and experienced Fulfillment Manager to lead our fulfillment operations and ensure seamless end-to-end order execution. In this role, you will oversee a team responsible for product preparation, inventory management, and order fulfillment, while managing vendor relationships and collaborating with cross-functional departments to optimize efficiency and customer satisfaction. As a working manager, you will actively participate in day-to-day fulfillment activities, including picking, packing, and shipping orders alongside your team while providing guidance, training, and support. This position plays a key role in driving operational excellence, maintaining accurate inventory levels, and developing scalable processes that support business growth.

Key Responsibilities

Leadership & Department Management

• Supervise and lead the fulfillment team, ensuring productivity, accuracy, and adherence to company standards.
• Develop, train, and motivate team members to improve performance and operational efficiency.
• Establish clear departmental goals, KPIs, and process improvements in coordination with company leadership.
• Partner with other departments (Sales, Operations, Customer Support, Marketing) to align fulfillment priorities with business objectives.

Inventory Operations

• Oversee inventory control processes, ensuring stock accuracy through regular audits and reconciliations.
• Manage receiving, storage, and distribution of products to maintain optimal inventory levels.
• Coordinate and implement inventory management systems and tools to track usage, replenishment, and demand forecasting.
• Ensure the work environment remains safe, organized, and compliant with company and safety standards.

Vendor & Logistics Management

• Manage relationships with key vendors and logistics partners to ensure cost-effective, reliable, and timely service.
• Evaluate and negotiate with shipping carriers and supply vendors for quality and pricing optimization.
• Monitor shipping performance, address escalations, and proactively resolve fulfillment or delivery issues.
• Oversee procurement of packaging materials and fulfillment supplies.

Process Optimization & Collaboration

• Identify and implement process improvements to increase speed, accuracy, and scalability of fulfillment operations.
• Collaborate with leadership on budgeting, resource planning, and operational strategy.
• Maintain and report key performance metrics, including order accuracy, turnaround times, and fulfillment costs.

What Success Looks Like

• Orders are consistently fulfilled on time and with exceptional accuracy.
• The fulfillment team operates efficiently, motivated by clear direction, strong communication, and mutual accountability.
• Inventory levels are accurate and well-maintained, with proactive management to prevent stockouts or overages.
• Vendor and carrier relationships are optimized to ensure cost-effective and reliable service.
• Cross-department collaboration leads to smoother workflows, faster problem resolution, and improved customer satisfaction.
• The fulfillment operation scales effectively as the business grows, supported by streamlined processes and continuous improvement initiatives.
• The manager leads by example and actively supports the team on the floor while driving strategic improvements across operations.

What You'll Bring

• Bachelor's degree in Business, Operations Management, Supply Chain, or equivalent experience.
• 3+ years of fulfillment, warehouse, or logistics experience.
• 1+ year of leadership and people management experience.
• Strong leadership and people management skills with the ability to coach and motivate a team.
• Experience managing vendor relationships and negotiating service agreements.
• Excellent organizational, analytical, and problem-solving abilities.
• Proficiency with inventory management and order processing systems.
• Clear communicator with a collaborative and adaptable mindset.
• Detail-oriented and reliable in a fast-paced, growing environment.
• Physically able to lift up to 50 lbs and perform warehouse duties as needed (standing, bending, moving inventory, operating equipment).

The Details:

• Competitive salary
• Comprehensive health, dental, and vision insurance
• Generous PTO and paid holidays
• Professional development opportunities

Estate Guru is an equal opportunity employer meaning that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic.

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