New Member Specialist

Job ID
# of Openings
Job Locations
Posted Date
2 months ago(6/1/2021 4:08 PM)


Ensures effective integration for all new YPO members and spouse/partners. Provides timely and memorable customer experience for prospective and new YPO members and their spouse/partners by leveraging excellent, in-depth knowledge of YPO products and services.

This is a remote, work-from-home role open to candidates in the Philippines, Malaysia, Canada, India, South Africa, Mexico and Argentina. Unfortunately we are not able to consider candidates outside of these countries at this time. 


  • Conduct welcome calls for new members and their spouse/partners, providing a walkthrough of our digital platforms and existing programs and services.
  • Collaborate with the Engagement Manager throughout the engagement and onboarding of new members.
  • Initiate and establish a rapport with prospective members in the membership application portal.
  • Promote and maintain accurate collection of member profile data resulting in improved products and services as well as personalized member interactions.
  • Support existing products and services that which may drive increased member satisfaction and retention.
  • Develop and improve processes related to member outreach, integration and retention in collaboration with other functions and teams.
  • Maintain in-depth knowledge of membership policy, code of conduct, products, services and YPO business processes.
  • Manage member integration and retention contact process - including planning, executing, and timely reports - for new and graduating members.
  • Support YPO prospective member programs as well as renewals and reinstatement initiatives
  • Maintain key service level agreements (SLAs) as defined by YPO such as 24-hour response time.
  • Provide accurate and timely membership or service-related metrics or information.



  • Ability to work collaboratively in a multi-cultural organization with international members, helping them achieve excellence in voluntary roles for YPO initiatives.
  • Excellent interpersonal skills, including strong diplomacy skills with the ability to build meaningful relationships with all levels of associates, members and vendors. Adaptable, insightful, empathetic and reliable. Great sense of humor and humility.
  • Able to maintain discretion and integrity of confidential information.
  • Resourceful and able to work independently with initiative and common sense. Effective time management, organization and prioritization skills with the ability to focus on varied projects simultaneously.
  • Proven track record of proactive achievement in a quality service environment, with a high-level focus on client relationship management.
  • Possesses a distinct global mindset, sensitive to local and international customs and protocols.
  • Able to identify problems, research alternatives, provide solutions and/or resolve issues in a timely manner. Anticipates member/internal client needs and delivers with clarity.
  • Analytical thinker with ability influence and guide processes with appropriate approach and execution. Natural curiosity and desire to learn more; proficiency and interest in applying new technologies and tools.
  • Excellent verbal and written communication skills, including proof reading, with a meticulous attention to detail. Adjusts communication style appropriately to the audience.
  • Professional presence, appearance, and stature to interact easily with YPO members, C-level executives, and peers at all levels within the organization.



  • 1+ year of experience in a service industry environment.
  • 1+ year of experience in indirect sales in a not-for-profit organization highly preferred.
  • Experience in building strong customer partnerships, focused on strong customer service.
  • Experience in professional services and/or event planning environments with multiple stakeholder groups/committees and consensus management, preferred.
  • Experience with client relationship management software, Salesforce highly preferred.
  • Proven record of achieving targets and supporting business development and customer base potential within an organization.



  • Bachelor’s degree or equivalent experience.
  • Salesforce trained or proven experience.



  • Ability to work flexible and/or extended hours as needed to accommodate members and team members in multiple time zones.
  • Ability to work for extended hours at a computer screen.
  • Willingness and ability to travel, domestically and internationally, without restrictions, approximately 5% per year.


YPO is an equal opportunity employer. YPO takes pride in supporting a diverse workforce and demonstrates this through its policies and practices. YPO does not discriminate in recruiting, hiring, training, promotion or other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, marital or veteran status, disability or any other legally protected status.


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