Responsibilities
The Member Account Analyst will assist the Membership Process & Services department with various efforts. Tasks may include, but are not limited to, processing Member accounts, cleanup of outdated Member accounts, inbox support (unlocked/resetting passwords, Member questions, etc.), assist with DocuSign/non-Member account set up, generation of weekly reports as well as supporting Members with requests coming in from the Membership Management Community and Annual Recertification in relation to CAM additions and removals, Subaccount management, and Contact Manager role set up.
Justification:
One contractor position for MPS is needed to perform the duties and responsibilities as noted in the Summary above and sections below. This is to replace a vacant position in the team. Without the replacement, the increased workload will put a strain on the team to constantly work on Member requests and support project work without time for updating documentation/processes/procedures as well as further department cross-training and support.
In addition, this position would provide our FTE the ability to continue more of an oversight role to the contractors and provide back up support to the account management process. Also, the position will allow our FTE to focus more on membership related tasks such as applications, annual recertification and maintenance requests as the enhanced Know Your Customer process is continuously growing and requiring more time and effort from our membership process specialists.
Essential Functions / Job Responsibilities:
- User and account set up and clean up
- Assist with annual certifications of member and account information
- Assist the membership team with the processing of application information, as necessary
- Identify, gather, organize and track member-related documentation
- Process, monitor and follow up with members regarding the accuracy of submitted information
- Create and update process documentation
- Produce reports to track and monitor data as required
Education:
BS – Business or Equivalent Work Experience
Requirements:
- 4-year college degree or equivalent work experience
- Ability to gather and analyze data from multiple information technology sources
- Strong communication skills, both written and verbal
- Customer service experience with strong ability to own issues, follow up and provide resolution to issues with solution options where necessary
- Familiarity with Microsoft Office, especially Word and Excel
Preferred:
- Experience with records management using a database application
- Experience troubleshooting end user issues and providing clear steps to retrieve such data while supporting the customer
- Salesforce experience
Job Features
| Job Category | Utility |
| Pay | 20$ C2C |
| Skills | Salesforce, Microsoft products (Word, PowerPoint, Excel, Visio) |