Membership Coordinator

ReFlex: Recruiting Flexibility; Cincinnati (OH); Vor Ort; USD 42.000 - 54.000; Vollzeit

Zusammenfassung

ReFlex: Recruiting Flexibility is seeking an on-site member services and operations coordinator in Cincinnati, OH. The role covers member support, CRM data maintenance, invoicing, and event logistics for our programs.

You will train staff on the CRM, process membership dues, and assist with vendor relationships and office operations. This is a fast-paced, in-person role with a focus on accurate records and excellent member service.

Qualifikationen

• 2 years minimum business experience.
• Experience with enterprise CRM software (Personify, Salesforce, MS Dynamics) preferred.
• Strong organizational and time-management skills.

Aufgaben

• Serve as a point of contact for members and prospective members in person, by phone, and by email.
• Maintain and update the CRM (Personify) and train staff on its use.
• Process invoices and manage accounts receivable for the membership dept.
• Coordinate event logistics, registrations, and communications.
• Support vendor relationships and office operations, and handle room rental inquiries.

Kenntnisse

CRM proficiency

Organization & time management

Communication skills

Tools

Personify

Microsoft CRM

Salesforce

Jobbeschreibung

This position is on-site 5 days per week in Cincinnati, Ohio

ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:

Member Support

• Serve as a point of contact for members and prospective members, providing timely and personal service by phone, email, and in person, resolving what you can directly and connecting each person to the right resource.
• Support membership retention and prospecting efforts by sending renewal reminders, executing timely follow-up communications with members and prospects, and connecting prospective and current members to the right resource.
• Serve as staff representative on committees, attending meetings and contributing as needed.

Data & Systems

• Maintain and update the company CRM (Personify), ensuring member and prospect records stay complete and current; serve as the organization's subject-matter expert, training and supporting other staff on its use and best practices.
• Conduct daily review of our proprietary project leads platform, including verifying and correcting automated listings, harvesting new leads, and entering verified project data.
• Process membership department invoices — including membership dues, subscriptions, and event billing — and monitor accounts receivable, following up directly with members to resolve outstanding balances.
• Maintain membership documents, applications, and related records.

Events

• Coordinate event logistics, including scheduling, ordering supplies, invoicing, and purchasing, for networking events.
• Communicate directly with event participants and registrants, and keep the CRM updated with accurate registration data.
• Support event promotion efforts to help our events reach capacity.

Operations

• Support vendor relationships for IT, facility maintenance, audio/visual, and other contracted services by keeping payments current and using good judgment to resolve day-to-day issues as they arise.
• Cost Savings Partners
• Track participation and savings in the member benefit and cost-savings programs.
• Work with the marketing department to keep preferred-partner information current and communicate new opportunities to members.
• Track monthly benchmarking updates for non-dues revenue reporting.
• Office Operations
• Serve as the main point of contact for room rental inquiries, managing scheduling, confirmations, and payment.
• Keep the office stocked, organized, and ready for staff and guests, and complete monthly account checks.
• Perform other duties as assigned.

REQUIRED QUALIFICATIONS:

• 2 years minimum business experience.
• Competency and comfort working in enterprise-level CRM software, e.g., Personify, Microsoft CRM, SalesForce, or the equivalent.
• Strong organizational and time management skills with the ability to manage multiple tasks and priorities effectively.

ADDITIONAL PREFERRED ELIGIBILITY QUALIFICATIONS:

• Experience with vendor management or office operations.

PHYSICAL DEMANDS AND WORK ENVIRONMENT:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. Sufficient strength to lift and carry objects up to 20 pounds for varying distances. This role includes assisting with event setup, execution, and clean-up, which may involve moving boxes and materials and working in varying weather conditions.

EQUAL OPPORTUNITY EMPLOYMENT:

We are an equal opportunity employer with a commitment to diversity. All qualified individuals are encouraged to apply regardless of race, color, religion, sex, national origin, age, disability, genetic information, or any other status protected by applicable federal, state, or local law. Position offers a rewarding challenge in a professional environment, competitive salary, and excellent benefits package. We support employees who can perform the essential job functions both with and without accommodation. We do not provide sponsorship for work visas at this time.