Member Services Representative

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Training & development
• Tuition assistance
• Vision insurance
• Wellness resources

Serve as part of a team that delivers the TXCPA member experience. Responsibilities include maintaining the accuracy of the TXCPA database, processing membership data, responding to member requests for information, and providing frontline customer service. Support TXCPA goals to grow membership, engage members, and create new benefits.

Assist with regular outreach to members to ensure they are aware of and using benefits of membership and to meet TXCPA retention goals.

Field inbound calls, chats, and emails to provide requested information and assistance with programs, benefits and services and identify opportunities to deliver additional value and grow our membership by consistently communicating our value proposition and providing accurate and helpful information.

Process applications and renewals and assist in the onboarding process.

Assist in coordinating membership activities with society departments, chapters, and other groups to ensure the accuracy and completeness of the information produced.

Assist with receiving and routing incoming calls to TXCPA.

Assist in managing the membership database, including account creation, data updates, dues payments, event registrations and reporting.

Provide reports and lists as needed.

Input and update data with a high level of accuracy.

Examine and suggest changes to procedures as necessary to maintain the accuracy of information in the database and conduct necessary procedures to remove incorrect, incomplete, or outdated data.

Adhere to TXCPA’s customer service standards.

Perform other duties as assigned.

• High school diploma or equivalent.
• Three years’ experience as a customer service representative or in a customer service role.
• Excellent communication skills to provide TXCPA members with the best customer service.
• Organizational skills with attention to detail.
• Works well in a changing environment.

• Associate’s degree or higher in general business, marketing, or accounting.
• Previous experience working with a non‑profit association.
• Proficiency with CRM software and the software currently in use by the Society.
• Experience with the CPA profession or a similar licensed profession.

Flexible work from home options available.