Associate Director, Member Engagement

FCLTGlobal mobilizes companies and investors to focus capital on the long term to create lasting value. We are a non-profit organization bringing together leading global companies and institutional investors. We pursue our mission by developing research-backed strategies that enhance long-term value creation for savers and communities.

Role Overview

The Associate Director, Member Engagement, plays a vital role in ensuring that every current and prospective FCLTGlobal member has high-quality, proactive engagements with the organization. This role supports the relationship management team by tracking key performance indicators (KPIs) for member engagement, coordinating outreach, and helping to execute customized engagement plans for each member organization.

The ideal candidate will have a client-service mindset, strong organizational skills, and the ability to manage multiple projects and relationships simultaneously. They will be highly detail-oriented, comfortable using Salesforce and other systems to monitor and analyze data, and motivated to deliver meaningful connections between FCLTGlobal and its global member community.

This role reports to the Managing Director, Global Relationships and works closely with the broader Membership, Research, Programs, and Communications teams.

Key Responsibilities 1. Support Relationship Managers (RMs) in Member Engagement

• Partner with RMs (3) to understand each member organization's priorities, key contacts, and engagement history.
• Help develop and maintain tailored engagement plans for each member, identifying opportunities for calls, events, research participation, and other touchpoints.
• Proactively reach out to members to schedule calls, confirm attendance at events, share research updates, and follow up on action items.
• Support RM-led meetings by preparing briefing materials, taking detailed notes, and drafting follow-up correspondence.
• Maintain accurate and up-to-date records in Salesforce, ensuring that every interaction and engagement is logged and visible to the broader team.
• Monitor and Report on Member Engagement KPIs
• Leveraging Salesforce as the core CRM, track engagement metrics across the membership portfolio — including meeting frequency, event participation, research collaboration, and other key indicators.
• Identify members with declining or at-risk engagement and flag them for follow-up.
• Create / maintain regular reports and dashboards summarizing engagement trends and progress against team goals.
• Contribute to weekly membership meetings by sharing updates on KPIs, outreach activity, and upcoming priorities.
• Execute Membership Campaigns and Engagement Activities
• Coordinate outbound outreach campaigns to members for upcoming events, research opportunities, and special initiatives.
• Support RM follow-up after key engagements to reinforce FCLTGlobal's value and maintain relationship momentum.
• Assist with the delivery of member onboarding, renewals, and retention touchpoints to ensure a seamless experience throughout the membership cycle.
• Draft professional, tailored communications and outreach messages aligned with FCLTGlobal's tone and brand.
• Contribute to the Membership Hub
• Help refine and standardize tools, templates, and workflows that improve consistency and efficiency across the membership function.
• Support the development and continuous improvement of Salesforce dashboards, engagement tracking systems, and internal best practices.
• Collaborate with the Research, Programs, and Communications teams to identify opportunities for cross-functional engagement.
• Support Prospect Engagement and Business Development
• Assist in tracking outreach, meetings, and engagement activities with prospective members.
• Help maintain an organized pipeline of prospects, ensuring accurate and current information in Salesforce.
• Coordinate follow-up communications and next steps after prospect meetings, in collaboration with the Managing Director and Relationship Managers.
• Prepare tailored briefing notes and background research on prospective member organizations to support business development conversations.
• Support the execution of outreach campaigns, invitations, and communications aimed at converting prospects into active members.
• Contribute to reports summarizing prospect activity, progress, and conversion metrics for leadership review.
• Manage Membership Invoicing
• Follow the invoicing process to issue invoices and engage with member invoicing teams as necessary through payment; share invoice status updates with relationship managers and engage for follow up as required.

Success in This Role Will Look Like

Qualifications

Apply

Please send your resume to Katie.Barber@fcltglobal.org

Job Details

Seniority level : mid-senior level

Employment type : full-time

Job function : Business Development and Sales

Industry : Think Tanks

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