Member Success Associate

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About the Role

Member Success Associate

Key Responsibilities

• Manage end-to-end operational workflows and ensure process efficiency
• Maintain accurate, up-to-date documentation and reporting frameworks
• Liaise with ecosystem partners and clients to coordinate deliverables and resolve issues
• Handle external communication professionally, including email, documentation, and meeting coordination
• Track and update project progress, action items, and process adherence
• Support data collation and reporting using Excel; generate dashboards and MIS as needed
• Work with Zoho or similar CRM/project management tools for workflow tracking

Required Skills & Qualifications

• 24 years of experience in operations, program coordination, client servicing, or related roles
• Strong working knowledge of Excel (pivot tables, lookups, formatting, etc.)
• Prior exposure to banking, fintech, or financial services processes is preferred
• Excellent written and verbal communication skills
• Comfortable with client-facing roles and managing multiple stakeholders
• Experience with Zoho (CRM, Projects, or Creator) is a strong plus
• Self-driven, detail-oriented, and process-focused

Preferred Background

• Experience in banking operations, financial inclusion, fintech, or ecosystem management
• Exposure to project management tools and cross-functional collaboration