Membership Specialist

The Membership Specialist is responsible for the accurate administration, processing, reporting, and fulfillment of the Association’s membership program. This role ensures that membership transactions, donor records, communications, and benefits are executed accurately, consistently, and on schedule. The Membership Specialist serves as an operational partner to the Senior Director of Donor Communications & Marketing, ensuring membership data integrity in Salesforce, supporting renewal and acquisition campaigns, coordinating benefit fulfillment, and providing responsive member service. This position requires strong attention to detail, operational discipline, and accountability for deadlines, reporting, and customer service standards. Key Responsibilities Member & Donor Relations The Membership Specialist is responsible for delivering consistent and responsive member service. Responsibilities include: Serve as a primary point of contact for membership inquiries, responding to phone and email communications within one business day. Resolve member issues related to renewals, benefits, and membership status, escalating complex issues when necessary. Conduct outbound renewal and engagement calls to members whose memberships are expiring or recently lapsed. Maintain detailed notes of member interactions in Salesforce contact records. Ensure all member inquiries are fully resolved and documented The Membership Specialist is responsible for ensuring the accuracy, completeness, and timeliness of all membership records in Salesforce. Responsibilities include: Process new memberships, renewals, upgrades, and gift memberships within 2 business days of receipt. Enter and update member data in Salesforce, ensuring records are accurate, complete, and properly coded. Generate and send membership acknowledgments, receipts, and welcome communications. Maintain accurate membership status records including: Membership level Start and expiration dates Payment information Conduct monthly data audits to identify and correct incomplete or inaccurate records. The Membership Specialist is responsible for supporting renewal and retention efforts through consistent operational execution. Responsibilities include: Generate renewal lists and reports from Salesforce according to established campaign schedules. Renewal reminders Lapsed member follow-up Upgrade opportunities Track renewal responses and update membership records accordingly. Monitor renewal rates and report trends to the Senior Director. Campaign & Communications Coordination The Membership Specialist supports the operational implementation of membership campaigns. Responsibilities include: Assist with the preparation and execution of membership appeals and renewal campaigns. Review campaign materials for accuracy of membership levels, benefits, and pricing. Coordinate campaign timelines with internal teams and external agencies. Ensure campaign lists generated from Salesforce are accurate and properly segmented. Monitor campaign execution to ensure mailings and communications are delivered on schedule. Reporting & Data Analysis The Membership Specialist is responsible for producing accurate and timely membership reporting. Responsibilities include: Prepare and distribute the following reports: New members Renewals Membership revenue Monthly Membership acquisition Renewal rates Lapsed memberships Responsibilities include: Generate reports directly from Salesforce. Validate report accuracy prior to distribution. Identify trends or anomalies and elevate when necessary. The Membership Specialist is responsible for ensuring members receive benefits accurately and on schedule. Responsibilities include: Coordinate the fulfillment of membership benefits including: Membership cards Welcome packages Publications Special event invitations Track benefit fulfillment through the Association’s fulfillment vendor. Monitor fulfillment timelines to ensure packages are shipped within 10 business days of membership activation. Coordinate stewardship packages for premier membership levels in partnership with Donor Relations. The Membership Specialist manages operational coordination with vendors supporting membership services. Responsibilities include: Serve as the primary point of contact for vendors supporting: Printing and mailing Track vendor deliverables and timelines. Ensure vendors receive accurate lists and instructions. Confirm that materials are produced according to approved specifications. Website & Digital Membership Management The Membership Specialist helps ensure membership information on digital platforms is accurate and current. Responsibilities include: Conduct quarterly audits of membership pages on the Association website. Identify outdated content, broken links, or incorrect information. Coordinate updates with the digital team to ensure accuracy. Test membership and donation forms to confirm functionality. Process Documentation & Continuous Improvement The Membership Specialist contributes to the efficiency and improvement of membership operations. Responsibilities include: Maintain documentation of membership workflows and procedures. Identify process inefficiencies and recommend improvements. Participate in special projects related to membership growth and operations. Performance Expectations Success in this role will be measured by: Accuracy of Salesforce membership records Timeliness of membership processing Responsiveness to member inquiriesAccurate and timely reporting Successful fulfillment of member benefits Key Skills & Qualifications 2–4 years' experience in membership programs, development operations, or donor services Experience working with CRM systems (Salesforce preferred) Strong attention to detail and organizational skills Excellent customer service and communication skills Ability to manage multiple priorities and deadlines Type: Full-time Compensation: $70,000.00 annually Benefits: 403(B), health, dental, vision insurance, paid time off, employee discounts Location: On-site Candidates selected for this position must pass a full background and reference check. The White House Historical Association is an equal opportunity employer. #J-18808-Ljbffr The White House Historical Association