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Inside Account Coordinator

3 months ago


Remote, Canada IIBA Full time

International Institute of Business Analysis (IIBA®) is a not-for-profit professional association with over 29,000 members worldwide. IIBA supports the business analysis community and discipline through the development of standards of practice, certification programs, as well as on-line and face-to-face networking opportunities through our website, webinars, local Chapters and conferences. IIBA is the world’s leading association for business analysis, dedicated to advancing the profession and uniting a community of professionals to deliver better business outcomes

All IIBA staff are based virtually and modern technology tools to collaborate and work as a team. As a result, the organization offers unique lifestyle and work-life balance opportunities for highly professional and self-motivated staff members. As a minimum requirement, all employees must have a safe and distraction-free workspace and high speed internet.

This role can be based anywhere in North/South America.

IIBA is committed to providing accommodations for people with disabilities. If you require an accommodation, we will work with you to meet your needs. Applicants need to make their needs known in advance.

**Role Mandate**

**Responsibilities**

**Retention and Upselling**:

- Collaborate with senior team members to develop and implement strategies to increase member retention rates.
- Identify upselling opportunities within existing memberships, presenting additional value-added services or membership tiers.
- Present IIBA Programs to Level 1 Organizational Partners selling the benefits associated with the higher levels in identified prospects.
- Collaborate with the Partner Managers to support growth through renewals and upselling initiatives.

**Renewal Coordination**:

- Coordinate the renewal process for Level 1 organizational memberships, ensuring timely communication and seamless transitions.
- Collaborate with finance and administrative teams to process renewals and updates to member accounts.

**Member Engagement**:

- Provide regular updates on new services, events, and resources available to members.
- Monitor number of memberships deployed to ensure membership are being utilized.
- Support Regional Partner Managers in engaging specifically identified top tier program members.

**Renewal Coordination**:

- Coordinate the renewal process for Level 1 organizational memberships, ensuring timely communication and seamless transitions.
- Collaborate with finance and administrative teams to process renewals and updates to member accounts.

**Data Analysis & Reporting**:

- Track member engagement metrics, renewal rates, and upselling performance.
- Generate reports on account activities, presenting insights to the management team.
- Utilize Fonteva/Salesforce to maintain accurate records of member interactions and sales activities.

**Renewal Coordination**:

- Coordinate the renewal process for Level 1 organizational memberships, ensuring timely communication and seamless transitions.
- Collaborate with finance and administrative teams to process renewals and updates to member accounts.

**Account Coordination**:

- Act as the Global Programs & Partnerships team liaison for Level 1 organizational program member accounts.
- Partner with the Organization Program Inbox to ensure a quality member experience for our Level 1 Organizational Programs.
- Build and maintain cross-functional relationships within IIBA and our chapter community to provide a high-quality member experience.

**Minimum Qualifications**
- 1-2 years experience in inside sales, account management, or customer success roles. Experience in a B2B sales roles is preferred.
- Bachelor's degree in Business Administration, Marketing, or related field (preferred).
- Experience with customer relationship management or association management systems including updating system records and generating system reports
- Excellent communication skills - written and verbal.
- Dynamic presentation skills and the required charisma to connect with global members from a remote workspace
- Ability to build rapport with diverse stakeholders and understand their business needs
- Strong problem-solving skills
- Self-motivated with an entrepreneurial spirt
- Basic MS Excel skills
- Experienced working with a CRM software (i.e. Salesforce) and MS Office Suite.
- Experience working with a membership and/or retetion driven organization is preferred.
- Ability to speak multiple languages is a definite asset.