The Membership Coordinator is an important role responsible for administrative oversight and maintenance of the member database, member invoicing, administrative support, and other duties as assigned. The Coordinator reports to the Vice President of Membership and Marketing and will work closely with other team members in the delivery of assigned responsibilities. This position is based in Washington, DC.
Primary Duties & Responsibilities
Delivers administrative duties in support of organization with particular alignment to membership department and assigned Institute.
Proactively maintains a complete and accurate database of all member records (currently Microsoft 365 cloud-based Customer Relationship Management (CRM) tool) including current and prospective member accounts and contacts.
Organizes and maintains various member files, tracking lists, mailing lists, and member engagement reporting system (both Excel and CRM), and tracks event participation, such as meetings, conferences, surveys, webinars and calls in CRM.
Continuously monitors database to ensure all records reflect current contact information at member organizations. Investigates and resolves root cause for any undelivered email recipients. Monitors social media and other resources for changes within current contacts.
Provides customer service support by managing membership administrative activities (e.g. member invoicing, operating agreements, preparing mail merges, recording payments in CRM, etc.). Communicates and engages with members throughout the renewal process to ensure a positive experience.
Manages logistical aspect of new member welcome procedures including creating all CRM records and distributing welcome e-mails.
Acts as a back-up for distribution of e-Newsletters and other materials through Act-On, the email automation system, and loading content to the website.
Works with third party vendor for the CRM and others as assigned.
Responsible for administrative tasks related to supporting select member meetings (e.g. calendar holds, registration emails, coordination with internal teams, preparation and distribution of meeting materials, and taking notes.)
Collaborates with other colleagues to carry out goals and objectives. Proactively anticipates needs and escalates, as appropriate.
Assists with other projects and administrative duties as needed.
High school diploma; associate’s or bachelor’s degree in business, administration, or related field preferred.
Minimum of 2-5 years’ experience working in an administrative role.
High proficiency in CRM (preferably Microsoft 365) or other membership database desired.
Proficient computer skills, including Microsoft Outlook and Office Suite a must.
Working knowledge of successful integration between content management systems (CMS), customer relationship management software (CRM), email automation programs and event registration platforms.
Familiarity with markup and programming languages including HTML, XML, Java, and CSS preferable.
Business Group on Health, a 501(c)(3) nonprofit organization, is a member network of health and benefits professionals who represent large employers and industry partners across the U.S. and globally. Our members are primarily Fortune 500 companies and large public sector employers, including the most innovative health care purchasers, who provide health coverage for more than 60 million workers, retirees, and their families in 200 countries. We are dedicated to finding innovative solutions to health, well-being, and workforce strategy issues.