Membership Manager

MEMBERSHIP MANAGER Teamswell is a high-growth nearshore outsourcing company working for US companies. Our mission is to help small and medium-sized US businesses grow and become more profitable by having access to highly engaged, skilled, and experienced talent at a fair price, and to generate career opportunities for bilingual professionals in Latin America with fair compensation and professional and personal growth opportunities. We are currently looking for a highly organized, relationship-driven, and proactive Membership Manager to oversee the entire membership lifecycle, from prospect outreach and conversion to onboarding coordination and offboarding. This role is responsible for engaging with high-net-worth prospects, managing the membership pipeline, maintaining CRM accuracy, and ensuring a seamless and high-touch experience throughout the member journey. In Teamswell every team member has an instrumental role and impact on the success of our business and our client’s success, so we seek to have highly motivated individuals who thrive in a fast-paced work environment, who are intelligent, eager to work hard, reliable, and able to communicate effectively with all levels of an organization. Our Membership Manager will possess the skills and experience required and will also possess a positive attitude and ability to solve complex problems and work in a fast-paced and rapidly changing environment. We value people who are good communicators, quick learners, scrappy about finding creative solutions to problems, and conscious of their work quality. We expect all our team members to deliver excellence in both technical expertise as well as in their everyday relationships with their team. CORE RESPONSIBILITIES Outreach & Conversion • Pipeline Conversion: Move prospective members independently through every pipeline stage, from active contact to final conversion (invoice received). • Direct Outreach: Conduct independent outreach via phone, video, and email, managing warm and persuasive conversations with high-net-worth prospects. • Executive Support: Schedule and prepare high-touch conversion conversations for the founders, managing the pipeline momentum around them.

Pipeline & Process Ownership • Lead Triage: Review incoming Expressions of Interest for cultural fit and check them against category capacity caps. • CRM Management: Maintain meticulous accuracy in the CRM, tracking stage counts and velocity, before executing a clean handoff to the Community Manager for onboarding. • Cap Monitoring: Track regional category caps (e.g., maximum of three experts per category per region) to ensure strict adherence. • Process Optimization: Establish, build, and refine the playbooks, scripts, and templates that make the conversion process repeatable.

Screening, Verification & Vetting • Application Screening: Run the end-to-end application and screening process, utilizing screening AI and verification analysis. • Background Coordination: Coordinate background checks on prospective members alongside an external screening partner. • Reference Checks: Coordinate and conduct professional reference calls to verify a candidate’s work, conduct, and community contribution.

Membership Operations • Financial Tracking: Handle invoicing for verification fees and member dues, and track receivables in coordination with Finance. • Intake Management: Manage the intake process for member-nominated experts and referral pipelines.

Offboarding: Run the offboarding and seat-reopening processes when a member does not renew or leaves the group