Membership Services Clerk CRM

Process membership services and CRM transactions for APEX while supporting members through accurate, responsive communication. The schedule combines office and remote work.
This full-time Customer Service Clerk and Receptionist role reports to the Director, Membership Experience and Engagement. You will manage membership and event data, respond through shared inboxes, follow payment policies, and maintain reliable contact records. You will also assist with front-line technical support and office administration.

Key Responsibilities:

Monitor shared inboxes and provide accurate follow-up
Process daily membership, registration, cancellation, and payment data
Follow up on unpaid memberships and event registrations
Generate requested membership and event reports and statistics
Maintain templated responses and recommend process improvements
Requirements:
Ability to process transactions accurately and efficiently
Ability to identify and resolve CRM data issues
Knowledge of APEX services and offerings
Ability to escalate technical issues appropriately
Willingness to maintain internal processes related to responsibilities
Apply your membership service, CRM data management, and communication skills supporting APEX’s national executive community.