Position Summary and Essential Functions
The primary responsibility of the Membership Manager is to coordinate procedures, recruitment, application review, acknowledgment, renewal and stewardship of OFN Members as well as oversee elements of the annual OFN Conference, and work with the EVP to develop and manage other Knowledge Sharing programs.
The essential functions of the position are:
Membership: Promote Membership, evaluate Membership applications, and make recommendations for modifying Membership processes and policies.
OFN Conference: Manage designated elements of the OFN Conference, for example, the development of a group of training sessions, the development of community development finance tours, communications with session presenters, and the trade show.
Other Peer Learning: Organize designated peer learning initiatives such as Member conference call series, quarterly regional meetings, and elements of other capacity building programs.
- Analyze and periodically make recommendations for modifying Membership processes and policies.
- Manage, coordinate, and actively participate in the Membership application review process, including assessment of applicants’ financial and impact performance against OFN’s performance-based Membership criteria.
- Implement a Membership marketing strategy and respond to Membership application inquiries.
- Analyze Membership composition and usage of OFN services on an ongoing basis, and make recommendations to modify services to increase usage via trend and utilization analysis.
- Manage Membership retention methodologies and campaigns.
- Maintain accurate Membership records and marketing databases.
Manage elements of the annual OFN Conference. This may include but is not limited to:
- Oversee one or more session tracks, including assisting in session selection.
- Develop, manage and coordinate tours.
- Manage communications with session presenters to ensure their needs are met and that they meet their Conference responsibilities.
- Organize and manage the trade show, including outreach to vendors and the trade show raffle.
Other Peer Learning
Take responsibility for elements of other Knowledge Sharing programs. This may include but is not limited to:
- Organizing and scheduling the Staying Connected series of Member conference calls.
- Planning and scheduling regional meetings.
- Working with the EVP to design new programs.
- Developing and conducting topical surveys, such as the CDFI software survey.
Education and Experience
- Bachelor’s degree or 9 years work experience; graduate degree a plus
- 5+ years professional membership relationship management required
- 3+ years in a supervisory or managerial capacity required
- Project management experience required
- Marketing or market research experience required
- Strong writing, financial and analytical experience required
- Experience in financial services or community development finance preferred
- Experience analyzing non-profit and/or financial institution financial statements preferred
Knowledge, Skills, Abilities, and Physical Requirements
- Proficient with MS Office Products including database management
- Demonstrated leadership ability required
- Superior interpersonal skills and ability to work constructively with diverse constituents is required.
- Superior written and verbal communication skills required.
- Superior analytical and organizational skills required
- Understanding of and commitment to community development finance is a plus.
- Ability to work independently or in team environment is required.
- Ability to manage multiple tasks under minimal supervision in effective and efficient manner required.
- Ability to set priorities required.
- Light to moderate travel required (5%-15% of time)
- Job involves normal physical requirements for an office position. EOE/ADA compliant.