Member Services Coordinator

Position Title: Member Services Coordinator 
Location: In-office with potential for some hybrid work
Reports To: Chief Operating Officer 
Position Type: Full-Time (35-40 hours / week; flexible schedule within core office hours) 

Position Overview: 

The Member Services Coordinator provides administrative and operational support for the delivery of Society programs, events, and services.

As a primary point of contact for member inquiries, the position plays a key role in delivering outstanding customer service to TSCPA members and is responsible for the day-to-day management of member record updates, management of data process flows to and from the membership database, and routine membership reporting. The ideal candidate excels at identifying opportunities to streamline and simplify processes using automation and technology tools, executed with thorough attention to detail.

This role also provides administrative support to internal stakeholders as directed, including backup receptionist responsibilities, coordination of event logistics, shipping materials, corresponding with members on behalf of TSCPA leadership, and other duties as assigned.
 

Key Responsibilities: 

Member Services and Database Support (70%) 

• Member Services: Serve as primary point of contact for members and firm administrators in response to questions about membership requirements, group invoices, new member information, and other topics. Provide outstanding customer service to member inquiries via phone and email. 
• Process Enhancement & Documentation: Work with Chief Operating Officer and membership staff to update and document current processes and procedures related to maintenance of association management database.  
• New Member Processing: Process new member applications weekly and maintain accurate member records in the association management database. Manage new member welcome campaign materials, including brochure mailing, creation of membership certificates (upon request), and review email campaign distribution data. 
• Data Imports & Review: Manage imports of large volumes data to member database, including committee volunteer lists, successful candidate lists, and prospective member lists. Ensure data integrity through routine audits, updates, reporting, and ongoing database maintenance.  
• Annual Membership Renewal: Serve as primary point of contact for annual membership renewal for staff and members, and take responsibility for annual renewal notifications to firm administrators and members.  
• Membership Reporting: Provide and file regular reporting on membership statistics by utilizing and / or developing reports in member database.  

Administrative & Program Support (30%) 

• Materials Preparation: Support the preparation and distribution of meeting and event materials. Coordinate copying, packing and shipping of supplies according to event deadlines. 
• Event Logistics: Provide on-site or virtual event support, including registration, room setup, and coordination with vendors, etc. 
• Communication: Assist in communication with members and event participants in advance of the event and on site. 
• Registration and Database Management: Assist with event registration processes, including data entry, tracking registrations, and providing counts to vendors, etc. 
• Scholarship Program Support: Provide general administrative support for scholarship program, including data entry, scanning and filing.  
• Research Support: Conduct basic research and information gathering related to membership models, schools, firms, program participants, speakers, and industry trends to support program planning and outreach efforts. 
• Miscellaneous Administrative Support: Serve as backup receptionist as needed, prepare mailings and member correspondence, make travel arrangements, order supplies, maintain electronic filing system, and perform other administrative duties as assigned. 

Qualifications: 

• Education: High school diploma or equivalent required; Associate or Bachelor’s degree preferred. 
• Experience: Minimum of two (2) years of administrative or customer service experience required. Experience with database use is a plus.  
• Skills & Expertise: 
• Excellent written and verbal communication skills. 
• Comfortable interacting with members and external stakeholders and thrives in a customer-centric environment. 
• Critical thinking skills and the ability to evaluate how individual processes connect to broader organizational systems and goals. 
• Strong organizational skills and attention to detail. 
• Ability to prioritize deadline-oriented tasks and manage multiple projects. 
• Ability to work independently and as part of a team. 

Work Schedule: 

• This is a benefit-eligible position, with an average of 35 hours per week expected and potential to reach 38-40 hours per week occasionally.  
• TSCPA’s core business hours are 8 a.m. – 5 p.m., Monday-Friday. Flexibility is available depending on business needs.  
• This role is based primarily in the Brentwood office with some remote work options available.