Member Support Associate (T)
: Job Details :

Toniic is the global action network for impact investing. Our members are high net worth individuals, family offices, foundations, and endowments. Toniic increases the velocity of money and services into impact investing to address global challenges. Toniic's members commit to discover, evaluate, nurture, and invest in enterprises, funds, and other financial products that are changing the world for the better.

Toniic members are active impact investors, investing in early stage direct deals, in one or more asset classes, and/or taking an impact portfolio approach. Toniic is in the process of expanding its global presence significantly, while also going deeper with its current members to enhance their investment practice, and by extension, their potential for impact. The mission of Toniic is to support the pursuit of deep impact across the spectrum of capital. Our vision is a world in which all investments consider people and planet.

All team members are expected to embody the team's values:

• Action-oriented
• Global & local

About the Role

The team seeks a Member Support Associate (“MSA”) to support the team of Relationship Managers (“RMs”) in delivering an excellent member experience. Emphasis will be on activities and members across North America, in addition to and within the context of supporting the global organization to achieve its strategic objectives in member engagement and membership growth. The primary focus is to support the RMs in engaging members through our events, regular check-in meetings/calls, member connections, and tools/resources. The MSA will also lead our efforts to amplify the work of our members through social media.

The MSA will be expected to perform a variety of tasks (on both clerical and systemic levels) in a well-organized and timely way. You will need to act proactively, understand the needs and characteristics of people with whom you work, and demonstrate good judgement on when to escalate to the senior team. A professional and friendly demeanor is critical for supporting our warm and welcoming culture.

General Information

Location: Philadelphia, PA or San Francisco, CA; Remote US locations considered for exceptional candidates

Compensation: Commensurate with experience & location

Reports to: Relationship Manager

Responsibilities

Member Engagement & Member Recruiting

• Support Relationship Managers to achieve their Key Performance Indicators (KPIs)
• Prepare Relationship Managers for calls/meetings with members & prospects
• Onboard new members to our online systems & provide troubleshooting
• Follow up with members on outstanding items, such as payments, event registrations, & survey completions
• Research member activities & promote them through social media, if appropriate
• Maintain internal checklist of items to communicate with members
• Track KPIs & report results to the team regularly

Events Management

• Assist with member event organization including arranging logistics, coordinating member communication, managing event registration, organizing team travel, & supporting the event lead with any other needs
• Procure promotional items, name tags, etc. for events

Member Operations & Accounting

• Maintain high data integrity for member & prospect information in Salesforce
• Complete manual data entry tasks with attention to detail with a focus on future automation wherever possible
• Use Salesforce reports to extract & effectively communicate valuable information
• Develop & document processes that maximize efficiency

Required Skills & Characteristics

• Minimum of 2-3 years of experience in an internal or external support role, in addition to a college diploma or equivalent experience
• Experience in a client and/or member service environment
• Excellent MS Office knowledge
• Excellent verbal & written communications skills
• Excellent attention to detail
• Discretion & confidentiality
• Professional demeanor & friendly/welcoming attitude
• Comfort working with a dynamic, global organization

Highly Desirable Skills & Characteristics

• Experience with Salesforce
• Experience with Google Drive, DropBox Business, & Asana
• Experience with event planning & travel logistics
• Experience with social media
• Knowledge of the financial services or investments fields
• Interest in promoting impact investing

To Apply

Submit resume and a cover letter that includes a personal statement on why the role appeals to you and what you would bring to it. Send to ...@toniic.com with the subject “Application for Toniic NA MSA.”

Biz Ghormley published this page in Job Board 6 years ago

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