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Director, Membership Operations Reporting & Business Intelligence

Washington, DC
  • Posted: over a month ago
  • Full-Time
  • Benefits: 401k, dental, life insurance, medical, vision,
Job Description

Director, Membership Operations Reporting & Business Intelligence is responsible for developing reports related to membership recruitment & retention, cross-selling, historical comparisons, lead generation, and predictive analytics to support strategic planning efforts. The director will work cross-vertically and cross-functionally to develop and enhance the capture, storage and retrieval of critical data while working to implement membership-related campaigns.

The Director will also be responsible for managing mission-critical membership-related components of Nimble (CMS)/SalesCloud interface and serve as an administrator for Nimble and SalesCloud.

Key Responsibilities:

  • Reporting: Utilize existing and future tools (Nimble/Salesforce, Excel, SQL, Power BI, Tableau) to develop, maintain, and customize reports and dashboards on banks. Collaborate with the BI Team on broader multi-system reports and dashboards.
  • Nimble/SalesCloud: Manage Nimble/SalesCloud components and collaborate with other business units to provide guidance on best practice SalesCloud usage. Develop reports and checks to maintain the synchronicity between Nimble and SalesCloud. Monitor Nimble/SalesForce releases and outside applications for tools to enhance the organization's ability to use Nimble/SalesForce to better target current and potential customers and to more closely manage pipeline development.
  • Routine reports/processes: Develop and maintain routine membership-related and data quality reports ensuring accuracy of membership data. Manage assignments of Nimble of territories for Member Relations Consultants and Membership Council Members. Collaborate closely with IT to perform regular large-scale updates to Nimble using Data Loader (or other tools) such as quarterly FDIC upload and dues-billing related data loads. Think creatively to identify ways to continuously improve our processes with both incremental and large-scale modifications.
  • Database governance, integrity and operations: Improve and sustain the organization's data integrity efforts based on a knowledgeable understanding of system data and company objectives by working closely with internal organization groups. Monitor membership system and interface with IT regularly. Identify system needs, work with management to secure resources and train other team members to use those resources. Develop and update job aids for membership-related components of Nimble/SalesForce.
  • Data enhancement: Capture utilization of key products and services to ensure cross-functional teams can enhance the organization's Value Proposition.


  • Bachelor’s degree in Business Administration, Marketing, Business Analytics, Information Technology or related field; or commensurate experience.
  • 7+ years of experience in database reporting, 5+ years of experience working within a Trade Association or within the association space.
  • Knowledge and experience with Nimble AMS, SalesCloud and/or Marketing Cloud strongly preferred.
  • Experience working with SalesForce Data Loader and Quotes, MS Office suites – strong Excel and Access skills, Advanced Crystal/SQL report writing, SSRS, Tableau and SalesForce strongly preferred.
  • Experience serving in a project management capacity; ability to effectively manage multiple projects with conflicting priorities while maintaining meticulous attention to detail.
  • Analytical mindset paired with excellent written and verbal communication skills.
  • Must have excellent interpersonal skills and be able to work collaboratively within a team.
  • Ability to work with multiple constituencies (bankers, staff at all levels, outside vendors) and translate and communicate to technical and non-technical audiences effectively.
  • Ability to set and manage expectations for self, and hold others accountable for their deliverables while thinking creatively and driving transformation



Washington, DC



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