Membership Services Coordinator
2 weeks ago
JOB INFORMATION
Job Title
Membership Services Coordinator
Reports To
Director, Membership Services
Incumbent
Last Updated
4/26/2024
SUMMARY
Under general supervision and operating under established guidelines, this position will be (1) ensuring data integrity of all member accounts in the systemwide member databases; (2) support all aspects of the statewide membership dues invoicing, reporting, and collections operations; (3) lead the data input of the annual member directory survey; and (4) serving as a communications liaison between the membership services department and both internal and external customers (One Team staff and members).
MAJOR DUTIES
1. Mainly responsible for processing dues payments, accounts receivable, accounts payable, and monthly installments. Responds to dues inquiries from members, regional association partners, and staff on the status of membership accounts and dues installments. Assists in annual statewide dues process to include distribution of annual dues invoices and installments. Assist with past dues collections through follow-up accounting phone calls and/or coordinating with RVPs/regional association partners to draft and send out warning letters upon approval. (45%)
2. Responsible for data maintenance, data entry, data integrity, and verification of membership and dues data within the CRM system and the dues database. Communicate major data updates with various stakeholders. Responsible for running customized reports on demand. Responsible for monitoring Membership Inbox and responding to membership inquiries from members, regional association partners, and staff. (25%)
5. Performs related duties as assigned or as the situation dictates. (5%)
**REQUIREMENTS**:
2. Skill in database management; running and programming tables/queries, extracting and importing data, and report generation with the use of Microsoft Access or Microsoft Dynamics CRM is preferred.
3. Proficient in using and understanding various software programs - specifically, Microsoft Office (Access, Word, Excel, PowerPoint, and Outlook). Advanced skills in Excel (VBA & Macros) preferred.
4. Skill in writing memos, letters, and various other printed information. Skill in communicating effectively and accurately both orally and in writing.
5. Skill in organizing own workload and producing accurate work; maintaining high quality and attention to detail.
6. Skill in maintaining a professional demeanor in person or over the phone. Ability to work independently and exercise sound judgments as well as ability to work in a team environment and demonstrate effectiveness in doing so.
8. Knowledge of general office administration and practices.
9. Skill in typing no less than 60-65 words per minute.
ONE TEAM CULTURE EXPECTATIONS
Culture is everything, and we work hard at being a unified One Team. All team members must consistently demonstrate the following behaviors:
- We assume the Positive Intent of our team members first.
- No Hoarding Rule - We believe in open and transparent exchange of the information.
- We believe our relationships with each other are an important component of our success.
- We-ism - We operate with an _associations-first _mindset, which includes a strong commitment to our team members.
- All for One - We strive to be great and reliable team members for each other.
- We actively work to appreciate and value the contributions of all team members.
- We practice pausing to acknowledge and celebrate our significant successes.
- We are committed to straight and courteous communication between team members.
- No Beach Balls - We are committed to maintaining strong and trusting relationships. We actively work through issues before they become barriers. We have the necessary crucial conversations with each other.
- We believe that a respectful culture is the foundation of a safe, effective, and supportive environment for all.
- We believe in the importance of exploring innovative ideas and solutions that help solve problems, improve our effectiveness, and increase member value.
- To err is human. Mistakes are opportunities to learn and improve.
- We believe in the importance of a diverse and inclusive culture, where differences and similarities are valued equally, and team members listen without judgment to learn and grow from one another’s strengths and perspectives.
PHYSICAL REQUIREMENTS
Rarely
(0-12%)
Occasionally
(12-33%)
Frequently
(34-66%)
Regularly
(67-100%)
Seeing: Must be able to read reports and use computer.
X
Hearing: Must be able to hear well enough to communicate with co-workers and applicants.
X
Standing/Walking:
X
Climbing/Stooping/Kneeling:
X
Lifting/Pulling/Pushing
X
Fingering/Grasping/Feeling: Must be able to write, type and use phone system.
X
**WORKING CONDITIONS**:
Normal working conditions with the absence of disagreeable elements.
**OTHER REQUIREMENTS**:
This position may require occasional local (within Southern California) travel and
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