Purpose: The Membership Champion is responsible for overseeing and maintaining the accuracy, health, and growth of all customer memberships within Service Titan. This role ensures that memberships are correctly set up, billed, recurring services are scheduled, and renewed on time, providing a seamless experience for customers and accurate reporting for the company. The Membership Champion acts as the primary owner of membership data and processes, keeping memberships compliant, up to date, and aligned with company standards.
Membership Champion Job Responsibilities and Duties
1. Membership Accuracy & Setup
2. Ensure every Legacy or PPM member has an active membership in Service Titan, with no duplicate memberships unless multiple pieces of equipment exist.
3. Verify that all sold install jobs and service-sold memberships are completely set up, programmed, and verified.
4. Confirm new installations use the final inspection date as the membership start date, not the signed date.
5. Recurring service events are accurate.
6. Validate that each active membership has the correct recurring service events scheduled (single or multiple depending on membership type).
7. Confirm start and expiration dates align with billing dates, especially for monthly payers.
8. Ensure recurring service events have the correct dollar amounts programmed for accurate invoicing and deferred revenue tracking.
9. Confirm a valid credit card is on file for monthly payment.
10. Maintain digital copies of all membership agreements with customer account.
Scheduling & Reporting
1. Generate a monthly sort code list from the equipment tab and verify that Sort Codes match the number of recurring service events in the follow up tab for that month.
2. Provide an accurate weekly headcount of active memberships, membership visits, revenue lost memberships and reason.
Renewals & Retention
1. Monitor and renew all expiring memberships prior to expiration to avoid service lapses.
2. Update expiring customer credit cards (60 days in advance) using Service Titan reporting.
3. Deactivate all lost memberships, removing or reassigning sort codes and tags, including adding a third-sort code for future marketing opportunities.
Qualifications
1. Strong attention to detail with proven ability to manage data accuracy.
2. Service Titan Experience or similar CRM/field-service management platforms.
3. Excellent organizational and time management skills.
4. Strong communication skills for coordinating with internal & external customers.
5. Analytical mindset with ability to track and reconcile membership counts, billing, and reporting.
6. Contract Maintenance Experience.
7. Excellent Computer skills.
Success in this Role
1. Accurate – set up correctly with the right dates, events, and billing.
2. Active – renewed on time with updated payment methods.
3. Accountable – reported and verified weekly for leadership visibility. 4
4. Aligned – supporting company growth, customer satisfaction, and service efficiency.
Working Conditions: Reports to the office daily
Virginia Power Solutions is a local family owned business serving the central Virginia area since 2004. As a Generac Power Pro Premier Dealer, we have maintained the highest standards obtainable by any dealer. Our customers trust us to provide them with the Peace of Mind that comes with uninterrupted power, and it is evident in our consistent 5-Star ratings. We only hire the best. If you know that's you, reach out to us and see how you can become a part of our amazing team.