Overview

Provides operational and administrative backbone for the Member Success team, owning onboarding logistics, renewals coordination, CRM/TEAMS hygiene, contract packet preparation, ticket triage, scheduling, and reporting. Ensures day-to-day excellence and consistent membership experience across brands and regions.

Key Responsibilities

Member Lifecycle & Admin

• Coordinate onboarding/offboarding checklists, welcome materials, credentials, and handoffs to programs (LeadingRE, LPI, Mayfair, Aventure).
• Prepare renewal notices, tracking sheets, and exclusivity maps; route agreements for signature (DocuSign/Adobe Sign) and archive fully executed copies.
• Maintain member records, contact roles, and service notes; update changes (ownership, branding, territories).

CRM, TEAMS & Documentation

• Ensure CRM accuracy: accounts/contacts, health fields, activities, next steps; dedupe and enforce naming conventions.
• Manage TEAMS folders, templates, SOPs, and collateral; keep current versions visible and searchable.
• Log and track tickets/requests; uphold SLAs and escalate risks to regional leads.

Reporting & Communications

• Produce weekly/monthly dashboards (retention, ARPA signals, adoption, onboarding time, ticket SLAs, data completeness).
• Draft routine member communications (notices, reminders, invitations) using approved

templates.

• Support meeting logistics: calendars, agendas, notes, and follow-up tasks (QBRs, workshops, showcases).

Events & Program Support

• Assist with webinars, regional meetups, and developer/showcase activities (invitations, attendance lists, materials).
• Coordinate with Marketing/Comms to collect success stories, testimonials, and PR opportunities.

• 2–4+ years in administrative support, customer/member operations, or coordinator role.
• High attention to detail, strong organization, and dependable follow-through.
• Comfortable with CRM (HubSpot), Office productivity tools, and TEAMS/SharePoint.
• Experience with e-signature platforms and basic contract routing.
• Clear written/verbal communication; service-oriented and calm under pressure.
• Real estate or professional network experience helpful; confidentiality and data -privacy awareness required.