Membership Manager

Membership Bespoke

Greater London

On-site

GBP 42,000 - 62,000

Full time

14 days+

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Job summary

A respected financial services trade body seeks a Membership Relationship Manager for a 12-month contract. This role involves managing member relationships, implementing strategies to enhance engagement, and contributing to membership growth. Candidates must have proven experience in relationship management and strong stakeholder skills. Ideal applicants will be familiar with Microsoft Dynamics CRM and Power BI. This position requires excellent communication skills and a commercial mindset, suitable for a purpose-driven environment.

Qualifications

  • Proven experience in relationship management within financial services.
  • Strong stakeholder management skills at senior level.
  • Experience contributing to revenue-generating membership activities.
  • Familiarity with membership propositions, member segmentation and engagement strategies
  • Strong working knowledge of Microsoft Dynamics CRM and Power BI (very desirable)
  • Excellent written and verbal communication skills, with a proactive and organised approach

Responsibilities

  • Manage and develop relationships with members.
  • Implement an account management strategy aligned to commercial objectives.
  • Identify opportunities for enhanced member engagement through events.
  • Work closely with internal policy and delivery teams to connect members to relevant insight and influence
  • Support the onboarding of new members and contribute to membership growth targets
  • Maintain accurate CRM records, engagement tracking and pipeline management using Microsoft Dynamics
  • Produce and interpret management information and reporting, with Power BI experience highly desirable
  • Contribute to forecasting, reporting and invoicing activity as required

Skills

Relationship management
Stakeholder management
Commercial mindset
Excellent written communication
Excellent verbal communication
Communication skills

Tools

Microsoft Dynamics CRM
Power BI

Job description

A respected financial services trade body is seeking an experienced Membership Relationship Manager to join its membership function on a 12-month fixed-term basis.

This is a high-profile, externally facing role, working closely with senior stakeholders across a diverse member base. The postholder will play a key role in delivering a structured, commercially minded membership proposition that drives engagement, retention and growth.

The role

Working as part of a collaborative membership and governance team, you will:

  • Manage and develop relationships with a portfolio of members, ensuring consistent engagement and clear value delivery
  • Implement and refine an account management and relationship strategy aligned to commercial objectives
  • Identify opportunities for enhanced member engagement through briefings, roundtables, events and thought leadership activity
  • Work closely with internal policy and delivery teams to connect members to relevant insight and influence
  • Support the onboarding of new members and contribute to membership growth targets
  • Maintain accurate CRM records, engagement tracking and pipeline management using Microsoft Dynamics
  • Produce and interpret management information and reporting, with Power BI experience highly desirable
  • Contribute to forecasting, reporting and invoicing activity as required
About you

You will bring:

  • Proven experience in relationship management, account management or business development within a financial services or professional services trade association (essential)
  • Strong stakeholder management skills, with confidence engaging at senior level
  • A commercial mindset, with experience contributing to revenue-generating membership or sponsorship activity
  • Familiarity with membership propositions, member segmentation and engagement strategies
  • Strong working knowledge of Microsoft Dynamics CRM and Power BI (very desirable)
  • Excellent written and verbal communication skills, with a proactive and organised approach

This role would suit someone who enjoys building trusted relationships, working across policy and commercial agendas, and operating in a purpose-driven membership environment.

To apply to this role please send your CV

Due to the volume of applications we are only able to contact successful applicants. Therefore if you have not heard from us within 10 working days please deem your application as unsuccessful on this occasion.

Membership Bespoke is acting as a recruitment business in relation to this role. Membership Bespoke positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, gender reassignment, religion or belief, marital status, or pregnancy and maternity.

Membership Bespoke is the most experienced membership-focused recruitment firm in the UK, with 10+ years of experience delivering tailored permanent, temporary, interim, and Executive Search recruitment solutions to Trade Associations, Regulatory Bodies, Political Parties, and Professional Bodies.

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