Membership Coordinator

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Executive Platforms

WebsiteLinkedInAll Job Openings

51 - 200 employees

🤝 B2B

📚 Education

💰 Private equity on 2023-08

B2B • Education

Executive Platforms is a company that organizes industry summits and professional events across North America, bringing together executive leaders for networking, knowledge-sharing, and professional development. It runs on-site summits and produces online thought-leadership content (podcasts, videos, articles) to foster peer learning and industry discussion. Its mission is to create environments where industry leaders convene to learn, share, and innovate, advancing industries and supporting career growth.

📋 Description

• Build trusted relationships with senior leaders across Fortune 1000 member organizations through regular outreach and proactive engagement. • Execute structured member health campaigns, helping ensure members are participating in peer connections, in-person summits, discussion forums, research initiatives, and other engagement opportunities. • Schedule and coordinate executive member introductions, advisory calls, and peer connections. • Partner with Membership Directors to identify at-risk memberships early and execute retention and engagement plans before renewal. • Support membership renewals by coordinating outreach, gathering feedback, scheduling renewal conversations, and preparing account insights for Membership Directors. • Expand relationships within existing member companies by identifying additional executives who would benefit from participation. • Maintain accurate CRM records, member health data, and account activity to help drive informed decisions. • Partner across Membership, Research, Marketing, and Operations to deliver a seamless member experience. • Leverage PowerBI dashboards and AI tools to monitor member health, identify trends, prioritize outreach, and improve operational efficiency. • Continuously identify opportunities to improve workflows, member engagement, and operational processes.

🎯 Requirements

• 1–4 years of experience in Customer Success, Account Management, Membership, Community Management, Client Services, Sales, or a similar relationship-focused role. • Exceptional communication skills, both written and verbal. • Strong organizational skills with the ability to manage multiple priorities simultaneously. • A proactive mindset that enjoys reaching out, solving problems, and helping people succeed. • Excellent attention to detail and comfort working within CRM systems and data. • Interest in learning how enterprise executives make strategic business decisions. • Strong collaboration skills and a team-first mentality. • Curiosity about AI and enthusiasm for leveraging new technology to work smarter and improve member experiences. • Experience using Salesforce, Microsoft Office, Power BI, or similar business systems is a plus.

🏖️ Benefits

• Comprehensive group benefits including health, dental, and flexible spending accounts to support your well-being • Flexible Paid Time Off Policy • 12 paid company holidays • Summer Hours to help you recharge • Occasional opportunities to travel and experience our events in person