- Own the full member lifecycle: welcome call, 90-day onboarding milestones, quarterly touchpoints, health checks, renewal, and ascension.
- Design and run onboarding calls for every new member, scheduled within days of enrollment.
- Elevate the systems and SOPs supporting the member experience.
- Proactively re-engage members who miss events or go quiet before they disengage further.
- Facilitate warm introductions between members based on their business and goals.
- Identify and place upgrade/ascension opportunities in front of members at the right moment.
- Own the renewal conversation and, when needed, the exit interview.
- Hire, train, and manage a team of Member Success Advisors who execute the developed SOPs.
Account ManagementRelationship management