Coordinator, Membership and Events

Are you a highly organized, customer-focused professional who thrives on creating exceptional experiences, managing data with precision, and leveraging technology to improve results? As the Ottawa Board of Trade continues its transformation into an AI-first organization, we are seeking a Coordinator, Membership and Events to play a critical role in delivering outstanding member service, executing exceptional events, and ensuring the integrity and strategic use of our member data.

In this role, you will serve as a key connector between our members, events, technology platforms, and internal teams. You will be responsible for maintaining accurate and actionable member data, supporting the adoption and administration of AI-powered tools and workflows, coordinating seamless event experiences, and delivering responsive, relationship-focused member service.

• Serve as a primary point of contact for members, prospective members, partners, and community stakeholders, delivering exceptional customer service and timely resolution of inquiries.
• Build and strengthen relationships with OBOT members, ensuring a positive and rewarding experience that encourages long-term engagement and retention.
• Proactively communicate with members to help them maximize the value of their membership, including leading monthly Maximize Your Membership sessions.
• Assist in onboarding new members, ensuring a seamless registration process and immediate connection to available programs, services, and networking opportunities.
• Support membership growth and retention efforts by tracking member needs, identifying engagement opportunities, and producing monthly reports and insights.
• Collect member feedback, identify service issues, and elevate recommendations to appropriate team members.
• Promote member programs, sponsorship opportunities, advertising offerings, and affinity partnerships to members and prospective members to support revenue growth and member engagement.
• Oversee membership dues processing, invoicing, and account management, ensuring accuracy and professionalism in all member-facing interactions.

• Serve as a steward of member and organizational data, ensuring the highest standards of accuracy, completeness, security, and integrity across all systems.
• Own day-to-day CRM administration, including data entry, maintenance, segmentation, reporting, quality control, and process optimization.
• Maintain data quality standards and CRM best practices to ensure accurate reporting, member engagement, and operational effectiveness.
• Generate and analyze membership, event, engagement, and revenue reports to support organizational planning and performance measurement.
• Support the organization’s AI-first operating model by maintaining approved AI tools and workflows and assisting staff with day-to-day use.
• Assist with the implementation of AI-enabled processes and workflows that improve efficiency, reporting accuracy, and member service delivery.
• Monitor emerging technologies and recommend enhancements that improve organizational effectiveness and member experience.

• Coordinate the operational planning and execution of OBOT events, ensuring a seamless and professional experience for members, speakers, sponsors, partners, and guests.
• Support on all event logistics from day-of execution to post-event evaluation, including registration, attendee communications, venue coordination, catering, audiovisual requirements, signage, materials, volunteer staffing, accessibility considerations, and on-site execution.
• Serve as the primary operational lead on event day, proactively managing logistics, troubleshooting issues, coordinating vendors, and ensuring events run smoothly.
• Build and maintain strong working relationships with venues, caterers, suppliers, speakers, sponsors, and other event partners.
• Manage event registration systems and event webpages, ensuring accurate information, attendee support, and payment processing.
• Track registrations, event budgets, and event performance indicators.
• Prepare final event reconciliations, update event budgets, lead event debrief meetings, and document recommendations for continuous improvement.
• Analyze event feedback and engagement data to enhance future event experiences and drive member satisfaction.
• Attend and actively participate in events to strengthen member, sponsor, and partner relationships.