Membership & Investor Relations, Operations Manager

Why the Partnership
When you join the Greater Houston Partnership you get the opportunity to work with an organization helping guide the future of the Houston region. Our team of professionals work across multiple disciplines including: Economic Development (Regional and International) Executive Finance & Accounting Marketing & Communications Member Engagement Public Policy Regional Workforce Development Research Resources and the Center for Houstons Future.

The Greater Houston Partnership works to make Houston one of the best places to live work and build a business. As the economic development organization for the region the Partnership champions growth across 12 counties by bringing together business and civic-minded leaders who are dedicated to the areas long-term success. Representing more than 900 member organizations and approximately one-fifth of the regions workforce the Partnership is the place companies come together to make an impact.

We look forward to telling you more about the organization and helping determine if a career with the Partnership is right for you!

Today We Are Looking For

The Operations Manager Membership & Investor Relations is a pivotal individual contributor responsible for optimizing operational excellence across membership sponsorship and capital campaigns. This manager will design implement and continuously refine efficient workflows for sales sponsorships and capital campaigns champion data integrity and drive strategic initiatives that directly enhance revenue growth and investor relations. A key focus will be leveraging technology and process improvements to streamline workflows and maximize efficiency. Reporting directly to the SVP Membership & Investor Relations this role significantly contributes to the Greater Houston Partnerships financial sustainability and mission.

Primary Duties and Responsibilities

The following responsibilities are essential to job performance:

• Operational Strategy & Process Improvement: Lead the identification analysis and implementation of operational strategies for member acquisition retention sponsorship and capital campaigns. Partner with the SVP and team to proactively identify and implement process improvement and automation opportunities to enhance efficiency and scalability.
• Divisional Performance: Monitor and ensure that organizational and divisional priorities and metrics are advancing at the necessary pace. Support the SVP in ensuring that divisional capabilities and talent are appropriately allocated for maximum impact on strategic goals.
• CRM System Management & Data Integrity (Salesforce & Basecamp): Serve as the primary expert for the Salesforce CRM focusing on its optimization data governance and comprehensive reporting. This includes actively managing and maintaining all sponsor and membership lists building accurate prospect lists by reviewing research email inquiries and identifying past sponsors in Salesforce for current campaigns. This also includes managing the capital campaign pipeline within Salesforce including advancing stages and building dedicated prospect lists for capital campaigns. Implement and enforce best practices for system utilization and automation within the CRM. Additionally ensure all sponsorship information is accurately managed and maintained within Basecamp for relevant project management and operational tracking.
• Sales Sponsorship Capital & Annual Membership Campaign Workflow Optimization: Design implement oversee and continuously optimize highly efficient operational workflows across all sales sponsorships capital campaigns and the annual membership campaign. This encompasses the process optimization for proposal generation contract management comprehensive invoicing systems (including managing the end-to-end sponsorship billing process to ensure accurate invoicing timely payment processing and seamless handoff of fulfilled sponsorships to relevant internal teams for activation and recognition) and the HNAO workflow process.
• Financial Operations Oversight: Establish and enforce standardized efficient procedures for invoicing and fund allocation within Salesforce ensuring accuracy compliance and timely reconciliation. Assist with accounts receivable collections. Collaborate closely with the finance department for seamless integration and reporting.
• New Member Processing & Handoff: Manage the efficient data entry and processing of new members including configuring and deploying automated welcome emails and ensuring a seamless operational handoff to the Engagement Team. Continuously optimize this process for efficiency and data accuracy.
• Investor Experience Enhancement: Establish and optimize protocols for handling member and sponsor inquiries related to sales and financial transactions ensuring high levels of service and efficient resolution through refined processes and potential automation.
• Sponsorship & Event Activation Management: Manage all ticket and table guest logistics collaborating effectively with internal and external stakeholders. Serve as the primary sponsorship activation coordinator ensuring all necessary assets are secured for successfully executing sponsorship benefits.
• Performance Analytics & Reporting: Lead the development analysis and presentation of comprehensive reports and data analytics on sales activities pipeline performance and revenue generation to identify trends inform strategic decisions and drive continuous improvement. This includes compiling weekly sponsorship performance reports and detailed event and committee reports for distribution to key stakeholders. Provide actionable data-driven insights to leadership collaborating closely with the SVP and the Research team.
• Cross-Functional Process Integration: Foster strong cross-functional collaboration with the Member Engagement Division (MED) team Sales Managers Marketing IT and Finance to integrate processes achieve revenue goals and enhance the overall member journey.
• Campaign & Initiative Optimization: Lead the operational execution of sales campaigns and initiatives across membership sponsorships and capital campaigns continuously optimizing processes for reporting event registrations attendance tracking and performance measurement.
• Standard Operating Procedures (SOPs): Develop maintain and continuously improve Standard Operating Procedures (SOPs) for all revenue-related membership and sponsorship operations ensuring efficiency consistency and scalability.
• Other duties as assigned.

Knowledge Skills and Abilities

• Results-Oriented & Proactive Leader: Highly results-oriented professional with a proven track record of driving operational excellence and significant efficiency gains.
• Process Optimization Expertise: Demonstrated ability to strategically analyze existing processes identify opportunities for automation and implement solutions to enhance efficiency and scalability.
• CRM Mastery: Expert-level understanding and ability to administer configure and optimize Salesforce including advanced reporting dashboards automation rules and data governance. Proven experience managing and maintaining accurate sponsor member prospect and capital campaign data within CRM systems including pipeline management.
• Exceptional Organizational & Project Management Skills: Superior strategic planning organizational design and project management skills with a proven ability to prioritize manage multiple complex initiatives and deliver results independently.
• Analytical & Financial Acumen: Strong analytical skills with meticulous attention to detail and accuracy in financial transactions and record-keeping coupled with an ability to implement robust quality control measures.
• Superior Communication & Influence: Exceptional communication (oral and written) interpersonal and negotiation skills with the ability to effectively influence stakeholders and translate complex operational concepts.
• Relationship Building: Demonstrated ability to build and foster strong relationships with members sponsors and internal stakeholders enhancing investor satisfaction and retention through operational excellence.
• Problem-Solving & Autonomy: Demonstrated strong initiative proactive problem-solving and decisive decision-making capabilities with a high degree of autonomy and accountability.
• Technological Agility: Highly proficient in Microsoft Office Suite (Word Excel PowerPoint) and experience with Basecamp or similar project management tools. Eagerness to learn and adopt new technologies for efficiency.
• Collaborative Mindset: Ability to collaborate effectively across departments and contribute positively to a cohesive team environment.
• Adaptability: Flexibility to manage shifting priorities and work overtime as needed to meet critical deadlines.

Preferred Skills

• Significant experience in operations management or sales operations preferably within an association chamber or non-profit environment focused on membership/investor relations.
• Demonstrated experience in identifying and implementing automation solutions for process improvement.
• Advanced administrative experience with Salesforce including experience with custom objects workflows process builders and advanced reporting.
• Strong experience with financial management and invoicing systems understanding integration points with CRM platforms.
• Experience with process improvement methodologies (e.g. Lean Six Sigma Agile).

Education Requirements

Bachelors degree preferred.

Required Experience

• Minimum of 5-7 years of progressive experience in operations management sales operations or investor relations strongly emphasizing process optimization and technology implementation.

Physical Requirements

• Good vision and hearing acuity (with adaptive aids if necessary).
• Manual dexterity and skillful use of computer keyboard.
• Physical exertion includes bending pushing standing and be able to move or lift approximately 25 pounds on occasion.

Mental and Aptitude Requirements

• Job requires the ability to hear see and talk; analytical conceptual problem-solving planning and decision-making skills.

Safety Requirements

• Adhere to the office safety policies and procedures.

The Greater Houston Partnership is an Equal Opportunity Employer. Applicants and employees are treated without regard to such factors as race color religion sex national origin disability veteran status or any other reason prohibited by law.