- Provide systems and operations support for Member Success, streamlining administrative, project management, and reporting operations.
- Build and maintain workflows tracking members from onboarding and activation through engagement, renewal, and expansion.
- Own data flow and integrity across shared systems, including sync logic, field mapping, and account ownership hygiene.
- Document and standardize Member Success processes, handoffs, member touchpoints, and recurring activities.
- Build, test, maintain, and document AI and automation solutions, including tools such as Claude and Outreach AI.
- Develop member-health reports, dashboards, tracking tools, and triggers to surface expansion opportunities, membership value, and renewal risk.
- Analyze renewal rates, retention trends, churn, and expansion across membership tiers and customer segments.
- Prepare analyses for membership planning, operational improvements, and leadership decision-making.