Director, Retirement Planner - Phoenix, AZ

We’re looking for a dynamic, organized, and detail-oriented Membership Coordinator to join our team. This role is perfect for someone who thrives in a fast-paced environment and is passionate about fostering community and engagement among our members.

About the role

The Membership Coordinator will be responsible for managing and growing our membership base, ensuring a seamless experience for current and prospective members. This role involves a mix of administrative tasks, member communications, and event support.

Responsibilities

• Manage the membership database, ensuring accuracy and up-to-date records.
• Process new member applications, renewals, and inquiries in a timely manner.
• Coordinate member communications, including newsletters, event invitations, and updates.
• Assist in planning and executing membership events, both virtual and in-person.
• Track and report on membership metrics, including growth, retention, and engagement.
• Collaborate with cross-functional teams to enhance the member experience.
• Provide exceptional customer service to members, addressing questions and concerns.
• Support the development and implementation of membership campaigns and initiatives.

Requirements

• Bachelor’s degree or equivalent experience in a related field.
• 1-3 years of experience in membership coordination, customer service, or a similar role.
• Proficiency with CRM software (e.g., Salesforce, Neon, or similar) and Microsoft Office Suite.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to multitask and prioritize in a fast-paced environment.
• Experience with event planning or coordination is a plus.

Benefits

• Opportunity to work in a mission-driven organization with a focus on professional growth and community impact.
• Access to exclusive events, networking opportunities, and professional development resources.
• Collaborative and inclusive work environment.