Membership and Business Development Specialist

Essential Duties/Responsibilities:

Membership Experience & Support

• Serve as a primary point of contact during member onboarding, coordinating across internal teams (clinical operations, medical coordination, logistics, and client relations) to ensure a seamless and welcoming experience.
• Support the offboarding process with professionalism and tact, ensuring continuity of care and clear communication.
• Conduct proactive outreach prior to membership renewals, discussing benefits, addressing concerns, and reinforcing the value of continued partnership.
• Monitor and manage fulfillment of all membership benefits, including comprehensive health assessments, medical kits, global medical evacuation coverage, and other concierge health services.
• Ensure timely and accurate enrollment in proprietary apps and platforms, assisting members with navigation and troubleshooting as needed.
• Collaborate with clinical and operational staff to ensure that member preferences and needs are clearly communicated and documented.
• Assist in drafting and distributing member communications such as welcome materials, renewal notifications, benefit updates, and engagement initiatives.
• Uphold the highest standards of confidentiality and professionalism in all member interactions.

Data Management & Reporting

• Maintain precise and confidential member data across CRM and internal systems, ensuring accuracy and compliance with privacy standards (HIPAA and organizational policies).
• Generate reports on membership trends, renewals, engagement metrics, and service utilization to support leadership decision-making.
• Track and analyze KPIs such as retention, satisfaction, referral activity, and business development pipeline health.
• Collaborate with the finance team to ensure data consistency across platforms, including membership records and billing systems.
• Provide ad hoc analytical and reporting support to leadership and business development teams.

Business Development & Growth Support

• Support membership growth initiatives by assisting in outreach and follow-up with prospective members, corporate partners, and referral sources.
• Assist with preparation of proposals, presentations, and customized membership materials for executives and corporate partners.
• Conduct research on potential markets, member segments, and partnership opportunities to inform business development strategy.
• Help coordinate logistics for meetings, webinars, and corporate presentations related to executive health programs.
• Collaborate with marketing and client relations teams to refine messaging and materials that communicate the organization’s concierge value proposition.
• Contribute insights from member interactions and data analysis to support continuous improvement in acquisition and retention strategies.

Qualifications

• Associates degree required.
• Bachelor’s degree or equivalent combination of education and relevant professional experience preferred.
• Experience in membership management, client services, or healthcare administration is a plus especially within a concierge, executive health, or high-net-worth client environment.
• Exceptional organizational and multitasking skills with keen attention to detail and accuracy.
• Outstanding communication and interpersonal abilities, demonstrating empathy, professionalism, and discretion.
• Comfortable working in a fast-paced, high-expectation environment with executives, medical professionals, and internal stakeholders.
• Proficiency in Microsoft Office Suite (particularly Excel and PowerPoint).
• Experience with CRM systems (HubSpot preferred) for data tracking, reporting, and pipeline management.
• Analytical mindset with the ability to translate data into actionable insights.
• A proactive, service-oriented attitude with a genuine interest in health, wellness, and client experience.

Physical Requirements/Work Environment:

• Work is performed in an office environment and requires the ability to operate standard office equipment and keyboards
• Repetitive motion. Substantial movements (motions) of the wrists, hands, and/or fingers.
• The worker is required to have close visual acuity to perform an activity such as: preparing and   analyzing data and reports; email; viewing a computer terminal; extensive reading

EEO Disclaimer:

We are an Equal Opportunity Employer, are committed to creating a diverse and inclusive company culture, and we do not discriminate against candidates or employees because of their disability, sex, race, gender identity, sexual orientation, religion, national origin, age, veteran status, or any other protected status under federal or state laws.