Position Summary and Essential Functions
The primary responsibilities and essential functions of the Member Services Specialist are to assist in member recruitment, retention, and engagement; develop and administer content for OFN’s peer learning activities; and assist in creating content and driving adoption on CDFI Connect.  

Position Responsibilities:
  • Membership
    • Conduct prospecting research to identify potential new members.
    • Create initial draft of audience-appropriate, clear and concise written communications to potential new members.
    • Assist in onboarding new members.
    • Oversee the membership renewal process by coordinating with the accounting department.  This includes sending email notices, printed invoices, and coordinating telemarketing efforts.
    • Ensure membership directories are accurate and maintain accurate database records.
  • Peer Learning
    • With guidance from the EVP, Membership, develop content, organize, and execute bi-monthly Staying Connected Calls for OFN membership.
    • With guidance from EVP, Membership, develop regional meeting agendas and oversee registration and logistics.
    • Coordinate one or more programmatic elements of the annual Small Business Finance Forum and OFN Conference such as tours, a track of Conference sessions, a portion of Small Business Finance Forum sessions, or networking sessions.
    • Assist in creating content and driving user adoption on CDFI Connect, OFN’s online community platform
  • Assist the Knowledge Sharing team on special projects as requested.
  • Bachelor’s degree or 5-7 years of work experience in lieu of a degree
  • 1-3 years of professional experience in the CDFI industry, nonprofit sector, or in project management.
  • Professional experience drafting original audience specific communications for publication required.
  • Experience with Customer Relationship Management Software (CRM) and Higher Logic preferred.
  • Experience in community development finance industry is strongly preferred.
  • Experience using social media for professional purposes is beneficial.
  • Excellent written and verbal communication skills.
  • Strong interpersonal skills and ability to collaborate across all levels and departments of the organization.
  • Must be proficient with MS Office Suite products and social media platforms.
  • Excellent organizational and problem-solving skills with a keen eye for detail.
  • Ability to work independently or as a flexible team player is required.
  • Ability to manage multiple projects simultaneously with ease and efficiency under moderate supervision.
  • Understanding of and commitment to opportunity finance is a plus.
  • Ability to work constructively with a diverse audience.
  • Light to moderate travel required (5-10% of time).
  • No extraordinary physical requirements beyond ability to travel.


Supervisor:   EVP, Membership                   FLSA Status: Exempt
Salary Range: $50,000-$60,000 annually

This is a non-management position
This is a full time position

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