Manager, Membership Growth

Finseca; Washington (District of Columbia); Hybrid; USD 85,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Health Savings Account

401(k) with company match

Paid time off

Eleven paid holidays

Job summary

Finseca in Washington, DC is hiring a Manager of Membership Growth to lead new-member acquisition and revenue growth. You will own a pipeline of individual advisors and firms, guiding them from first contact to sign-up while aligning value to their needs.

The role requires a proven sales track record, outbound prospecting, and strong relationship-building with financial professionals. It offers a hybrid work setup in DC and a competitive benefits package.

Qualifications

• 2+ years in sales, business development, membership sales or account management.
• Track record of meeting/exceeding sales or revenue targets.
• Comfort with outbound prospecting (cold calls and emails).
• Strong written and verbal communication for advisors and firm leaders.
• Ability to manage a busy pipeline with multiple deadlines.
• Experience using Salesforce or similar CRM to track activity and opportunities.
• Consultative selling: ask good questions, listen, connect needs to benefits.
• Persistence in handling objections over multiple touchpoints.

Responsibilities

• Prospect and qualify individual advisors and firms via inbound leads, outbound calls, email, and campaigns.
• Lead sales process from first conversation to close: discovery, presenting benefits, follow-up, sign-up.
• Tailor Finseca’s value message to advisor segments and firms.
• Follow up with event attendees, certification participants, and non-member registrants to convert to membership.
• Meet monthly, quarterly, and annual targets for new members and revenue.
• Log prospect activity and opportunities.
• Prepare a weekly pipeline, activity, and progress report.
• Pull member data and segmentation lists to target outreach.

Skills

Outbound prospecting

Communication

Pipeline management

Relationship building

Consultative selling

Adaptability

Organization

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Microsoft Excel

Job description

Reports to: Vice President, Membership and Engagement

About the Role

The Manager, Membership Growth is a sales role focused on bringing new members into Finseca. The primary focus of this role is new-member acquisition and membership revenue growth. This individual will own a pipeline of individual and firm prospects, manage outreach from first conversation to close, and help meet monthly, quarterly, and annual membership revenue goals.

This individual will work closely with the Vice President, Membership and Engagement and the Director, Membership and Engagement as part of a small, nimble team, with real opportunity to learn and grow. This role is well suited to a self-starter who is goal-driven, coachable, and curious, and who enjoys building relationships, managing a pipeline, and translating member needs into compelling reasons to join and renew.

Responsibilities

• Prospect and qualify individual advisors and firms through inbound leads, outbound calls and email, and marketing campaigns.
• Run the sales process from first conversation to close: discovery, presenting membership benefits, follow-up, and sign-up.
• Tailor Finseca’s value message to each advisor segment and firm.
• Follow up with event attendees, certification participants, and non-member registrants to convert them to membership.
• Meet monthly, quarterly, and annual targets for new members and membership revenue.
• Log prospect activity and opportunities.
• Prepare a weekly report on pipeline, activity, and progress to goal.
• Pull member data and segmentation lists to target outreach by firm, advisor segment, and partner organization.

Skills and Experience

• At least two years of relevant experience in sales, business development, membership sales, or account management.
• A track record of meeting or exceeding sales or revenue targets.
• Comfort with outbound prospecting, including cold calls and email outreach.
• Clear, confident written and verbal communication, with the ability to present to advisors, firm leaders, and prospects.
• Strong organization and follow-through, with the ability to manage a busy pipeline and multiple deadlines.
• Experience using Salesforce or a comparable CRM to track activity and opportunities.
• Consultative selling skills, including asking good questions, listening well, and connecting prospect needs to membership benefits.
• Persistence and resilience in handling objections and following up with prospects over multiple touchpoints.
• Ability to build rapport and credibility with financial professionals, from individual advisors to firm leaders.
• Comfort working in a small, fast-paced team environment and adapting to shifting priorities.
• Proficiency with Microsoft Office, especially Excel, for tracking and reporting.
• Experience in association membership, nonprofit, or financial services (especially life insurance or financial advising).
• Familiarity with marketing automation and sales reporting tools.

Education

Bachelor’s degree or an equivalent combination of education and relevant experience.

Position Type/Expected Hours of Work

This is a full-time, exempt position.

Travel

Some travel is expected for this position.

Compensation and Benefits

$85,000-$95,000 (depending on skills and relevant experience)

We offer a generous benefits package including medical, dental, and vision insurance, a health savings account, a 401(k) plan and organizational match of up to 5% of your annual salary, generous paid time off, and eleven paid holidays per year.

This position is based in Washington, DC, with a hybrid work arrangement. The role operates in a professional office and remote-work environment and routinely uses computers, phones, and other standard office equipment.

Physical Demands

This role primarily involves computer-based work, telephone and video communication, and participation in meetings and events. Essential functions may be performed with or without reasonable accommodation.

We are an equal opportunity employer and welcome new and diverse people who can strengthen our team.

In principle and in practice, Finseca values and seeks diversity and inclusion practices within our organization. We celebrate multiple approaches and points of view. We believe diversity drives innovation. We are building a culture where we maximize engagement and create access to leadership opportunities across different groups that include and are not limited to age, disability, ethnicity, gender, nationality, race, religion, and sexual orientation. More importantly, we are establishing an environment where everyone, from any background, can do their best work by driving creativity and success.