Program Coordinator I, Membership Operations Associate

About the Role

The Membership Operations Associate is integral to the daily operations of the Membership department, serving as the backbone for administrative responsibilities. This role supports both the Recruitment and Member Relations teams, ensuring smooth departmental functioning and maximizing service to CAPC members.

Key Responsibilities

• Support onboarding for new and rejoining member organizations with Salesforce record set-up and invoice requests.
• Conduct follow-up outreaches for outstanding application requirements.
• Configure new health system member records in Salesforce, including mass updates to organization names, addresses, email domains, and member role assignments.
• Process inquiries from non-viable leads by sharing information about CAPC’s open-access resources.
• Collect executed membership agreements and forward them to Mount Sinai’s contracting office.
• Support membership renewal and rejoin efforts through follow-ups on outstanding payments via phone and email.
• Manage renewals for field and disease-specific association members, communicating with their leads and confirming annual eligibility.
• Follow up with member organizations regarding undeliverable communications.
• Maintain accurate membership records in Salesforce, including member addresses, role updates, and other data.
• Lead user account update projects, managing reassignment requests and coordinating with CAPC’s web developers.
• Support the Senior Member Relations Manager during health system membership renewals by extending memberships temporarily.
• Monitor membership records at onboarding and renewal, updating revenue opportunity stages and activating memberships.
• Execute email campaigns for prospective member outreach, targeted communications, and special events.
• Respond to routine inquiries regarding membership status, payments, and invoice needs.
• Coordinate with Finance to resolve payment issues and vendor documentation requests.
• Maintain and update department dashboards, and coordinate with CAPC’s Salesforce manager on reporting and dashboard needs.
• Provide technical support for member relations virtual events and webinars.
• Serve as backup for CAPC customer support during high volume periods or staff absences.
• May represent CAPC at industry events.
• Conduct special projects as needed; other duties as assigned.

Requirements & Tech Stack

• Experience working with CRMs required (Salesforce preferred).
• Proficient with the entire Microsoft Office suite, specifically Outlook, Word, Excel, PowerPoint, OneDrive, SharePoint, and Teams.

Qualifications

• Bachelor’s Degree or an equivalent combination of education and/or experience may substitute for the degree.
• 1-2 years administrative experience preferred.
• Exceptional organizational skills and attention to detail.
• Ability to thrive and effectively communicate in a team-oriented, entrepreneurial environment.
• Excellent critical thinking, verbal, and interpersonal skills.
• Demonstrated ability to manage multiple projects in parallel and meet deadlines.
• Strong writing skills.