Cain Watters & Associates is dedicated to providing exceptional support to ELITE members through the Member Support Coordinator role. This position focuses on managing member inquiries, ensuring data accuracy, onboarding, and maximizing member satisfaction.
Responsibilities
- Manage member ticketing system, audits, and support to ensure timely inquiry resolution
- Maintain accurate member data in CRM and support internal reporting
- Conduct demo call, onboarding call, review/collection call, audits and routine system checks
- Perform HubSpot dashboard management and monthly data validation processes
- Partner with the Member Engagement Team to enhance member experience and operational processes
- Assign service requests, audit member interactions, run reports, and resolve internal team questions
- Provide stellar support to members and team members for quick, efficient resolutions
- Maintain ongoing relationships to maximize member satisfaction and benefit utilization
- Guide Member Engagement through processes and workflows
- Ensure accurate data entry in CRM/website
- Set clear expectations and provide resources for effective platform participation
- Conduct regular reviews of member interactions, performance, and data accuracy
- Update member profiles and perform monthly HubSpot audits (Week 1-4 timeline)
- Identify opportunities to optimize member experience and system efficiency
- Conduct demo, onboarding, and review/collection call audits for accuracy
- Resolve member inquiries and maintain positive, long-term relationships
- Support payment collections and coordinate with financial operations as needed
- Execute monthly timeline: Week 1 data checks/reports, Week 2 discrepancy review, Week 3 corrections/duplicates, Week 4 summaries/recommendations
- Monitor HubSpot workflows, properties audits (companies/contacts/deals), and duplication management
- Maintain WordPress, Monday.com, SharePoint for accurate member tracking
- Assist VP of Operations with reporting, data entry, and project execution
- Provide backup to Member Services during peak times with calls/emails
- Contribute process improvement ideas in team meetings
- Ensure data integrity across HubSpot, Monday.com, SharePoint, and Microsoft Office
- Generate/distribute reports on member activities for stakeholder decisions
- Stay current on ELITE systems, tools, and workflows for optimal member support
- Participate in training to maintain proficiency in HubSpot, Monday.com, WordPress
Skills
- 1–3 years of experience in data entry, ticket management, and member/customer support required
- Administrative hands-on experience with HubSpot required
- Proficiency with Microsoft Office Suite and Monday
- Excellent communication/interpersonal skills, organization, multitasking in fast-paced environments
- Self-motivated with strong decision-making, attention to detail, and sense of ownership
- Bachelor's degree in Business, Marketing, Communications, or related field preferred but not required
Benefits
- Heavily subsidized medical insurance options
- Generous employer HSA contributions
- 100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
- Dental and Vision plans
- Unlimited PTO
- Organization-paid holidays, including an extended Winter Break
- Safe Harbor 401k Plan
- Employer-paid professional dues, licenses, and renewals
- Continuing Education resources
- Family Planning Assistance Program and Paid Parental Leave
- Subsidized fitness programs
Company Overview
Cain Watters & Associates is a financial planning service provider based in Texas. It was founded in 1984, and is headquartered in Plano, Texas, USA, with a workforce of 201-500 employees. Its website is https://www.cainwatters.com/.