Membership Manager

2 months ago

North York, Canada Ontario Professional Planners Institute Full time

**PURPOSE**

The individual in this role is responsible for all aspects of the life cycle of a member of the Institute. As a regulator for the profession and the RPP designation, individuals must meet specific criteria for membership, meet professional standards established by the Professional Standards Board to become an RPP and comply with the Institute’s Code of Conduct, Code of Ethics and Continuous Professional Learning (CPL) requirements to maintain their membership. The Membership Manager is responsible for membership outreach, which includes recruitment and retention of members. They manage the data integrity of the membership database, all aspects of membership certification, and maintenance and renewal in accordance with standards and criteria as set out in legislation, the OPPI by-law and policies and procedures. The Membership Manager ensures that the Institute has technology in place to support membership including demographics, records (digital), financial transactions and CPL compliance. They work collaboratively across the organization to ensure member programs and communications support recruitment and retention efforts.

**PRINCIPAL RESPONSIBILITIES AND DUTIES**
- Manages OPPI’s membership registration and certification process, maintaining all related membership policies and procedures, escalating pertinent issues contrary to membership standards to the Registrar.
- Supports the implementation and monitoring of mandatory continuous professional learning (CPL) standard for member compliance, including the annual audit of member CPL reporting records.
- Manages membership recruitment initiatives and the annual renewal process.
- Manages membership reporting, recordkeeping, renewal reminder eblasts and direct communication with members.
- Manages OPPI’s membership outreach program and oversees its implementation, working with volunteers and committees.
- Manages OPPI’s scholarship program and oversees its implementation.
- In collaboration with other, establishes membership metrics to measure the progress and success of OPPI’s Membership Engagement Strategy, understanding its effectiveness and recalibrating as needed.
- Takes full ownership of Association Management System (AMS) and becomes the main point of contact in all related matters
- Maintains data integrity for member profiles in accordance with government legislation for data privacy, security, related policies and procedures.
- Develops and maintains a system to create and maintain member data reports used for dissemination of information to members, and for statistical and benchmark reports.

*Other duties as required

**EDUCATION**

Post-Secondary Degree or equivalent in experience. CSAE membership preferred.

**MANAGEMENT**

Direct Report: TBD

**EXPERIENCE AND REQUIRED SKILLS**
- 3 - 5 years of experience working in non-profit associations with focus on membership and / or chapters
- 3 - 5 years of relevant work experience including data management, statistical analyses and survey methodology and development and proficiency in management of data integrity and data report systems
- Association database management expertise and experience with data migration to new database
- Computer Literacy in a Windows environment including website navigation and social media platforms (High proficiency in Excel and Data Analytics highly preferred)
- Working knowledge of establishing metrics as a measurement and strategic decision-making tool

**PHYSICAL REQUIREMENTS**
- Works in an office environment
- Ability to move throughout the office area
- Alternates between sitting, standing, and moving within the work area
- Must be able to manipulate equipment used in performance of tasks
- Other demands include but not limited to oral, written, and presentation/communications skills

**Note**: Job Descriptions are not intended to “list” all duties/responsibilities of any position. The objective of this Job Description is to provide an overview of the job, outlining the primary accountabilities as well as indicating the typical education and experience requirements. Employees acknowledge that the duties and responsibilities may be modified from time to time by the Company.

**Job Types**: Full-time, Permanent

**Benefits**:

- Dental care
- Extended health care
- Paid time off
- RRSP match
- Tuition reimbursement
- Vision care

Schedule:

- Monday to Friday

Ability to commute/relocate:

- North York, ON: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Membership Management: 3 years (preferred)

Work Location: Hybrid remote in North York, ON

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