Membership Operations Coordinator: CRM, Onboarding & Renewals

Mount Sinai; New York (NY); On-site; USD 52,000 - 65,000; Full time

Job summary

CAPC is seeking a Membership Operations Associate to support onboarding, renewal follow-ups, and CRM maintenance in Salesforce. The role collaborates with Recruitment, Member Relations, and Finance to ensure accurate member data and timely processing of invoices.

The ideal candidate will have 1–2 years of administrative experience, strong organizational and communication skills, and proficiency with the Microsoft Office suite. A bachelor's degree or equivalent is preferred.

Qualifications

• Bachelor's degree or an equivalent combination of education and experience.
• 1-2 years administrative experience preferred.
• Experience working with CRMs required (Salesforce preferred).
• Exceptional organizational skills and attention to detail.
• Ability to thrive in a team-oriented, entrepreneurial environment.
• Excellent written and verbal communication skills.
• Proficient with Microsoft Office suite.

Responsibilities

• Support onboarding for new and rejoining member organizations with Salesforce record setup and responding to requests for invoices.
• Conduct follow-up outreaches regarding outstanding application requirements.
• Configure new health system member records in Salesforce to prepare them for activation, including mass updates to organization names, addresses, email domains, and member role assignments.
• Process inquiries from non-viable leads by sharing information about CAPC's open-access resources.
• Collect new, executed membership agreements and send them to Mount Sinai's contracting office.
• Support membership renewal and rejoin efforts by following up on outstanding payments, contacting leads by phone and email.
• Maintain accurate membership records in Salesforce with updates to addresses, roles, and data.
• Lead user account update projects and coordinate with CAPC's web developers on larger moves.
• Provide support for member relations virtual events and webinars.

Skills

Administrative experience

CRM (Salesforce)

Organizational skills

Communication

Microsoft Office

Teamwork

Critical thinking

Writing skills

Education

Bachelor's degree or equivalent

Tools

Salesforce CRM

Microsoft Office

Job description

CAPC is seeking a Membership Operations Associate to support onboarding, renewal follow-ups, and CRM maintenance in Salesforce. The role collaborates with Recruitment, Member Relations, and Finance to ensure accurate member data and timely processing of invoices.

The ideal candidate will have 1–2 years of administrative experience, strong organizational and communication skills, and proficiency with the Microsoft Office suite. A bachelor's degree or equivalent is preferred.