• CU Strategic Planning

CU Strategic Planning is growing! Now hiring in Palm Springs.


Do you want your administrative work to make a difference in the world? CU Strategic Planning’s mission is to unlock opportunities to change communities through the financial empowerment of not-for-profit credit unions. It is a women and minority-owned business with LGBTQ and ethnically diverse ownership that empowers staff to grow into new opportunities within the organization.


We have a terrific history of promoting from within. Come for this job; stay for your career; enjoy work that brings meaning to your life. We work as a team and love what we do. Our work is inspiring and in high demand. As a result, CU Strategic Planning’s staffing grew by 63% from 2018-2020.


Join CU Strategic Planning as the primary administrator and assistant to our sales and executive team in the Palm Springs office. Our Business Development Administrator serves an important and trusted role of ensuring new and existing clients receive the best service during contracting, and that contracts and Salesforce records are maintained with accuracy.


The right candidate will be able to manage scheduling across time zones, prepare documents including basic financial spreadsheets and PowerPoint presentations. S/he/It will be a self-starter, organized, dependable, diplomatic and professional.


Job Requirements:

Advanced experience using Salesforce.

Past experience supporting a sales team or business development executive(s).

Advanced skills in contemporary software products such as Word, Excel and PowerPoint.

Strong written and verbal communication skills including the exercise of diplomacy and tact in working with clients.

Exceptional attention to detail.

Ability to prioritize a constantly changing workflow.

A strong desire to enjoy work and contribute to a fun and diverse culture of inclusion.

Credit union experience is highly desirable.


Compensation:CU Strategic Planning offers a flexible benefits package including health/dental/vision insurance, vacation and personal days, a 401(k) retirement plan, and the benefits of working in a very casual office environment. To apply, submit your cover letter and resume to:


ATTN: Office Manager, CU Strategic Planning ContactUs@creditunionstrategicplanning.com


Do not submit your inquiry on this website. 


Important: Many candidates may meet our job description requirements. Please use your cover letter to tell us about yourself and why we would like to spend many daylight hours working with you. We’re a fun and quirky crew of do-gooders and big thinkers, so be sure to tell us why you’d fit in and why we should choose you as our new team member.


Credit Union Strategic Planning | 535 Dock Street, Suite 209 | Tacoma, WA 98402 | (253) 200-0418