Membership Administrator

Membership Administrator Location :

• New York, NY Job Type : Full-time About Us We are the leading trade association serving the corporate loan market, providing advocacy, education, networking, and industry leadership to our members.
• Our membership includes financial institutions, law firms, buyside / asset managers and service providers involved in the broadly syndicated and private corporate lending market.
• Position Summary We are seeking a proactive and detail-oriented Membership Administrator to manage and optimize our Salesforce platform in support of membership operations and accounts receivable processes.
• This role plays a critical part in enhancing member engagement, maintaining data integrity, and ensuring timely and accurate invoicing and payment tracking.
• This role will serve as a key liaison between the association and its members, supporting engagement, retention, and growth initiatives.  A strong working knowledge of Salesforce , including building and customizing reports and dashboards, using Data Loader , and integrating / leveraging third-party applications such as Pardot , is essential for success in this position.
• Key Responsibilities Support the full membership lifecycle, including processing applications and assisting with onboarding new members.
• Ensure membership data integrity through regular audits, deduplication, and data cleansing efforts.
• Oversee invoicing and accounts receivable, including coordination with accounts payable teams and third-party payment portals (Ariba, Coupa, etc.).
• Assist with third-party applications and tools (e.g., Pardot, Fonteva) to enhance business operations.
• Collaborate cross-functionally with Sales, Marketing, and Website Administration teams to align Salesforce solutions with business goals.
• Develop and implement training programs to enhance Salesforce adoption and efficiency among users.
• Stay informed on Salesforce updates, releases, and industry best practices, proactively implementing improvements.
• Assist in reporting and analytics, providing actionable insights to support decision-making.
• Required Qualifications Bachelor’s degree 2-5 years of membership, administrative or customer service experience.
• Trade association or financial services industry experience is a bonus.
• Strong experience with Salesforce CRM for data management, reporting and process automation.
• Strong understanding of accounts receivable processes, including invoicing, payment tracking and collections.
• Excellent analytical, problem-solving, and communication skills.
• Ability to work independently while collaborating with cross-functional teams.
• Customer-focused demeanor with problem solving mindset.
• Preferred Qualifications Experience in accounts receivable or financial operations.
• Knowledge of business processes related to membership, sales, and marketing automation.
• Experience with third-party tools such as Pardot, Fonteva, or other Salesforce-related applications.
• Benefits & Perks Competitive salary and performance-based incentives.
• Comprehensive health, dental, and vision insurance. 401(k) retirement plan with company matching.
• Professional development opportunities, including Salesforce certification reimbursement.
• Flexible work arrangements, including remote / hybrid options (two days a week).
• A collaborative and innovative work environment with opportunities for growth.

Salary range :

If you're a proactive problem-solver passionate about leveraging Salesforce to drive business success, we encourage you to apply!   Kiwi Partners is an Equal Opportunity Employer.