Specialist, Membership Data and Operations

OVERVIEW

Responsible for independently providing advanced data analysis and quality checks, running database queries, and compiling reports based on the organization's needs. Supports the Membership Department in providing a progressively positive member experience from recruitment through retention. Responsible for providing critical customer service and supporting the day-to-day membership operations of the Academy. Compiles reports, creates visually appealing presentations and provides analytical support. Serves as the primary contact for member inquiries, manages new member processes, oversees inventory and logistics for membership-related materials, and supports departmental operations.

RESPONSIBILITIES AND DUTIES

Data Analysis/AMS Responsibilities-Reporting, Quality Control, and Maintenance:

• Independently perform advanced data analysis and quality checks using an Association Management (AMS)to run queries, create new reports, and export data into other software to analyze data, provide visually appealing charts, and create MS PowerPoint presentations.
• Responsible for quality control checks to ensure data accuracy and consistency in the AMS by performing data entry and clean-up projects to improve database integrity routinely and systematically.
• Providing complex analytical support to help assess progress on specific projects and inform future decisions.
• Serves as liaison to coordinate membership department AMS issues with the AMS vendor.
• Provide basic AMS training to new staff and establish and update standard operating procedures for AMS utilization.
• Updates and manages the membership department projects and tasks in the organization's project management software (ASANA).
• Maintain and update membership records in the database.

Customer/Member Service and Operational Responsibilities:

• Serve as the membership department's primary contact for mail, phone calls, voicemails, and emails to handle and respond to member and non-member inquiries to deliver and maintain a high level of customer satisfaction.
• Handles all new member and reinstatement processes, including reviewing applications for accuracy, inputting data into the AMS, and overseeing the distribution of certificates and badges.
• Monitor inventory of membership marketing, membership dues invoicing, exhibit materials, and maintain department stockroom. Order new materials when needed.
• Manage logistics for all membership-related mailings and shipping processes.
• Manages department filing/archiving system (electronic and paper)
• Process all membership dues-related payments and refunds, including batches of credit card, ACH, and check transactions.
• Provide assistance to committee staff liaisons and volunteer leaders with meeting preparation. Attend some committee meetings to provide meeting notes after the meeting.
• Contributes to and supports strategic planning to further the mission of the organization.
• Other duties to be assigned as needed in response to membership department and organizational needs.

KNOWLEDGE, SKILLS, AND ABILITIES

• Intermediate or advanced knowledge and Association Management Systems (AMS) use.
• Ability to analyze data and create business intelligence reports using AMS reporting mechanisms.
• Advanced MS Excel skills.
• ASANA project management software experience preferred.
• Experience with the Higher Logic volunteer platform is ideal.
• Exemplary customer service skills: superb interpersonal skills necessary to interact effectively with members, volunteers, and staff.
• Strong listening skills and effective oral and written communication skills.
• Ability to respond to member inquiries with patience, tact, and professionalism are essential.
• Demonstrated organizational skills; able to manage multiple projects and move quickly from one to another while maintaining thorough records. Ability to be flexible and balance competing priorities.
• Thorough knowledge of general office practices: writing, filing, mail, copying, printing
• Proven attention to detail, strong proofreading, and troubleshooting skills.
• Proficient computer skills in Microsoft Windows, Internet Explorer, and MS Office, including word processing programs (i.e., Word, PowerPoint).
• Excellent organizational skills to handle multiple projects simultaneously and manage priorities under tight deadlines.
• Ability to consistently maintain a positive outlook towards all members and staff.

EDUCATION AND EXPERIENCE

Minimum of 4 years advanced Association Management System experience in a membership association required. Bachelor's degree preferred.

FLSA Classification: Non-Exempt.

Please submit a COVER LETTER and expected SALARY RANGE.

Hybrid work schedule.

This is a non-exempt position.

The American Academy of Actuaries is an EEO Employer.