Program Specialist

POSITION OVERVIEW

The Program Specialist, Member Programs role provides day-to-day operational and administrative support across Vistage's portfolio of strategic member resources: Strategic Planning by Vistage, the Business Valuation Tool, and the Transaction Center. Reporting to the Senior Relationship Manager, this role acts as a conduit between the Support Center and the Vistage community. The role ensures members, Chairs, experts, and internal stakeholders receive timely, accurate, and well-organized support, collects and curates feedback from the community, and plays an active role in driving resource adoption across the member community.

While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.

THE COMPANY

Vistage is the world's largest CEO coaching and peer advisory organization for small and midsize business (SMB) leaders. We offer the most effective approach for SMB enterprises to achieve better results and grow faster and for SMB leaders to maximize their impact.

The 45,000+ members we serve are CEOs, owners and executives of SMB organizations located across the US and in 40 countries worldwide. These SMB executives spend a day or more with Vistage every month, immersing themselves in our comprehensive platform to become better leaders, make better decisions and achieve better results. Our platform features three core elements: valuable perspectives from a trusted group of peers, professional guidance and meeting facilitation from an accomplished business leader (the Chair), as well as deep insights from subject matter experts.

Vistage was founded more than 65 years ago, and we've grown every year since then by innovating to stay on the cutting edge of business and relentlessly delivering value to our members. Our success is demonstrated by Vistage member companies growing 2.2 times faster than non-Vistage peer companies. Learn more about us at EMPLOYEE LIFE

Vistage's success is anchored by a unique culture that reinforces employee commitment to the Vistage mission. Here's a sample of the employee experience that helps drive our success:

• Welcome to our home. Our US headquarters sits in the heart of San Diego's UTC area. It features an open, modern aesthetic with lots of collaboration spaces and opportunities to interact with co-workers. We stay fueled up with free snacks and a weekly free lunch day, along with free lattes and nitro cold brew coffee on tap! From our San Diego base, we collaborate with colleagues based across the country and around the world.
• We invest in your career. Each employee has an actionable career progression plan developed through individual collaboration with their manager. We focus on promoting from within, and employee progression plans are complemented by all-staff development days held in our state-of-the-art learning center. Employees also have access to tons of individualized development resources and a generous tuition reimbursement program.
• We invest in you. Our employee benefits program is one of the most generous you'll find. Fully-paid healthcare is provided for employees through Aetna, plus dental, vision, and life insurance at very low rates. Take care of your financial future with eligibility for 401(k) matching funds after your first month as an employee. You'll also start with 16 days of paid time off + 12 paid holidays per year, with additional days off based on tenure.
• We keep it fun! From our Padres luxury suite summer outing to employee happy hours and our annual holiday party, we take having fun as seriously as helping our members succeed! The office vibe is business casual and the freedom to work from home two days per week if you choose.

Vistage's culture and sense of mission drive employee loyalty: more than half of our staff has been with the company for five years or longer. xhyhwjd

KEY RESPONSIBILITIES

Member & Inquiry Support

1. Respond to general email inquiries across programs (Strategic Planning, Business Valuation, Transaction Center) and ensure timely, accurate responses
2. Track Session Request forms and support scheduling and related communications
3. Support facilitation and onboarding of members and Chairs onto the platforms, walking them through access, setup, and available resources

Adoption & Engagement

1. Proactively follow up with members and Chairs who have accessed but not fully engaged with resources, to support and drive adoption
2. Assist in collecting member success stories, data points, and insights to support marketing, content, and new initiatives

Metrics & Tracking

1. Manage tracking of usage and engagement metrics across all programs (Strategic Planning, Business Valuation, Transaction Center, Experts, Alumni, etc.)
2. Track recurring issues and member questions to help identify trends and opportunities for improvement

Content & Communications

1. Prepare and draft content, communications, outreach, and updates for the Vistage community across the strategic resource portfolio
2. Coordinate webinar scheduling, materials, invites, emails, and production logistics
3. Help maintain content within each program platform, including tagging, calendar of events, webinars, discussions, and member stories
4. Conduct basic reviews of program content, links, and materials to ensure accuracy

Program Improvement

1. Gather and document feedback across programs to drive program and process improvements
2. Maintain an up-to-date understanding of key features across Strategic Planning, Business Valuation, and the Transaction Center

Cross-Functional Coordination

1. Manage the logistics and follow-through of interactions between Chairs, Groups, experts, and internal stakeholders — scheduling touchpoints, preparing materials, and tracking which resources have been shared with whom
2. Organize notes, tasks, and follow-ups to keep cross-functional workflows moving

QUALIFICATIONS

1. Bachelor's degree or equivalent
2. 5+ years of experience in product support, relationship management, customer service or a similar role
3. Strong written and verbal communication skills
4. Comfortable and credible communicating with a C-Suite audience (CEOs, business owners, and senior executives)
5. Highly organized with strong attention to detail and the ability to manage multiple priorities across concurrent programs
6. A team player receptive to feedback and guidance
7. Basic project management skills and a process-oriented mindset with a proactive, collaborative approach
8. Comfortable working cross-functionally with internal and external stakeholders
9. Familiarity with tools such as Office 365 Suite and SharePoint, Salesforce, WordPress
10. Interest in or exposure to strategic planning, business valuation, Mergers and Acquisitions, or the SMB community is a plus

TOTAL COMPENSATION RANGE

The expected annual pay range for this position is $75,000 - $85,000. This range includes a target annual bonus equal to 6.5%. The salary provided reflects compensation for candidates based in San Diego, CA. Compensation will be determined based on the successful candidate's experience, qualifications, skills, and other job-related factors.

JOB LOCATION

Hybrid in San Diego; 3 days onsite, 2 days offsite