Red Envelope Consulting · 19 hours ago
Member Services Manager - Hybrid
Indianapolis, IN
Full-time
Hybrid
Entry, Mid Level
2+ years expRed Envelope Consulting is seeking a Member Services Manager to join their team in beautiful downtown Indianapolis. This role focuses on increasing member retention through virtual engagement, assisting with website navigation, and managing membership renewals.
ConsultingHuman ResourcesOutsourcingTraining
Responsibilities
Help lead the 2-year membership engagement journey to maximize membership renewals. This includes utilizing Salesforce and SalesLoft to track activity and to capture feedback from surveys
Meet with members virtually to help with the utilization of benefits and to assist with website portal navigation
Contact all past due members (email and phone), send renewal invoices as requested, and record on tracking sheet in Salesforce. This includes processing payments online
Serve as liaison with the finance team for membership renewals
Manage the cancellation list and send to finance at the end of each month
Keep Salesforce current with member information
Run reports in Salesforce as requested/needed
Send “Thank you for renewing” emails on monthly basis (include all attachments & links.)
Working knowledge of Chamber Care Health Alliance (SIHO) members and brokers
Assist with new member application activation
Process member exit surveys
Other duties as requested by Senior Director
Meet or exceed retention goals
Manage monthly systems for retention activities
Maintain comprehensive 2-year retention strategy
Positive and productive relationship with all Chamber staff and members
Qualification
Required
Help lead the 2-year membership engagement journey to maximize membership renewals. This includes utilizing Salesforce and SalesLoft to track activity and to capture feedback from surveys
Meet with members virtually to help with the utilization of benefits and to assist with website portal navigation
Contact all past due members (email and phone), send renewal invoices as requested, and record on tracking sheet in Salesforce. This includes processing payments online
Serve as liaison with the finance team for membership renewals
Manage the cancellation list and send to finance at the end of each month
Keep Salesforce current with member information
Run reports in Salesforce as requested/needed
Send 'Thank you for renewing' emails on monthly basis (include all attachments & links.)
Working knowledge of Chamber Care Health Alliance (SIHO) members and brokers
Assist with new member application activation
Process member exit surveys
Other duties as requested by Senior Director
Meet or exceed retention goals
Manage monthly systems for retention activities
Maintain comprehensive 2-year retention strategy
Positive and productive relationship with all Chamber staff and members
Preferred
Proficiency with Salesforce
Proficiency with Sales Loft is a bonus
A.A./A.S. in business, communications, marketing, or a related discipline; B.A./B.S. preferred
2-3 years customer service experience preferred
Demonstrates strong verbal, written, and e-mail communication skills
Demonstrates effective interpersonal skills; must be able to effectively communicate with a variety of individuals with diverse backgrounds, education, economic levels, and roles within an organization
Demonstrates effective conflict management skills
Demonstrate customer service orientation with both internal and external customers
Proactive in anticipating and alerting others to problems with projects or processes
Takes initiative and needs little supervision
Able to prioritize, organize tasks and time, and follow up
Works well in a team environment and as part of a team
Proficient in basic computer skills, i.e. Microsoft Word, Excel, Internet usage (e-mail)
Demonstrated familiarity with the Greater Indianapolis area, significant companies, and individuals of influence and leadership
Company
Red Envelope Consulting
Red Envelope Consulting provides human resources and training services.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
unknown2023-09-11Acquired
Leadership Team
Chelsea DuKate
Founder & President
Company data provided by crunchbase