Membership Engagement and Retention Strategy

• Manage member support systems, maintaining and streamlining use of technology to continue high-quality support while user base grows, including the development of an improved Member Portal
• Once a new organizational member joins, lead the process of setting up the systems and documents and internal communication flow needed for the onboarding process
• Support organizational member relationship stewardship, serving as one of their SASB contacts for member email and phone communications
• Closely coordinate with appropriate internal staff to ensure cross-pollination with the activities of the Investor Advisory Group subset of our Alliance
• Surface ideas for operational improvements to enhance the member experience or refine benefits maintenance
Data Management and Data Analytics
• Manage existing systems to ensure good record-keeping for member status and contact information
• Support implementation of a new software solution for membership management Event Management

AREAS OF RESPONSIBILITY

Our work is fast-paced and, while the primary areas of responsibility are as follows, we value adaptability and a collaborative mindset.
• Support the tracking of touchpoints with organizational members to efficiently and
accurately report KPIs related to member engagement
• Set-up and coordinate member calls/webinars
• Manage logistics associated with planning and hosting Alliance member meetings and
events, including any needed support for the Investor Advisory Group subset of the Alliance
• Manage the fulfillment of benefits for event sponsors for the SASB Symposium, after an organization has already agreed to be a sponsor

QUALIFICATIONS

• Commitment to our mission
• Enthusiasm for startup environments; comfort with fast-changing conditions – flexibility is
important
• Knowledge of corporate sustainability, asset management, and/or investment research a
plus
• Strong project management skills
• Experience with client relations or membership networks is a plus
• Microsoft Excel skills a plus
• Experience with Salesforce a plus
• Execution-oriented, able to get things done quickly and with excellent quality
• Strong process orientation; able to see how to improve things
• 1-4 years’ relevant experience