Background

The Role and Opportunity

Key Responsibilities

• Lead the ongoing review of membership criteria and growth goals in alignment with organizational strategy
• Support the development and ongoing refinement of MIE’s member services and engagement strategy, ensuring responsiveness to the market and alignment with organizational strategy
• Oversee translation of strategy into operational plans that are focused and feasible; set and implement short-term and long-term milestones and goals for membership
• Lead the development and achievement of quarterly Objectives and Key Results (OKRs) for the membership workstream

• Lead the full membership prospecting cycle, from member prospect identification through cultivation, application, acceptance, and onboarding, including associated research and analysis
• Direct efforts to achieve annual membership targets, including goals associated with new members, revenue, and retention. This includes driving the annual membership campaign in collaboration with team members
• Lead orientation calls in collaboration with other team members, including learning about member needs and impact investing programs and providing information about MIE’s staff, programs, and benefits of membership. Strategize how to connect members with the broader MIE team and membership
• Lead the member experience team in utilizing technology systems for membership tracking, prospecting, and analysis including managing the build-out of systems for better information sharing among MIE members and the MIE team

• Serve as a primary point of contact for key stakeholders at member organizations
• Develop and maintain relationships with potential members who are already in the impact investing field or who are looking to get started for membership recruitment
• Provide ongoing insights that will match members with appropriate resources, communications, and programming
• Lead the collection of monthly member news through ongoing member check-ins and news media monitoring
• Monitor and contribute to the member inquiry process and other member communication streams, such as a listserv
• Represent MIE in meetings with stakeholders and at industry events, in both individual and group settings
• Support the execution of member meetings, working groups, gatherings, and events

• Oversee member portal inquiries and internal Salesforce needs related to membership
• Actively engage in the internal use of project management and communication systems
• Manage the work streams of junior staff and consultants

Professional Experience & Qualifications

• 8+ years of professional experience
• Experience working with philanthropic partners/ practitioners ideal
• Experience in the membership services context ideal
• Passion for addressing social and environmental challenges and an appreciation for the power of investment capital to play a catalytic role in this process
• Knowledge of investment issues and processes, especially impact investing
• Demonstrated experience building and maintaining relationships with a diverse range of stakeholders across different geographies
• Demonstrated commitment to diversity, equity and inclusion
• Customer/client focused mindset
• Exceptional strategic thinking skills and a high level of intellectual curiosity
• Exceptional organizational skills, attention to detail, with an ability to execute against a workplan to deliver high-quality and timely outputs
• Excellent communication skills
• Excellent interpersonal skills, along with diplomacy, tact, and good humor
• Proactive, self-starter with an entrepreneurial mindset who is a creative problem-solver
• Experience in a fast-paced environment with a proven ability to manage multiple ongoing projects at the same time
• Flexibility to work both collaboratively and independently
• Maintains an interest in seeking feedback and new information to strengthen own performance and that of team
• Ability to travel domestically
• Experience with Microsoft Office, Salesforce (or other CRM), Asana (or similar project management tool), and Slack (or a similar communication platform); technology systems and data visualization experience ideal
• Bachelor’s degree and advanced degree in a related field preferred