Responsibilities
As the Member Success Associate, key responsibilities include, but are not limited to, the following:
Essential Functions for this position are followed by an (E).
Quotes, Sales Orders, RFP Support and Service Delivery (40%)
- Partner with Network Engineers and MEMs to collect inputs and requirements for Member quotes. (E)
- Prepare quotes, sales orders, credit memos, and requests for proposal (RFP) support accurately and on time. (E)
- Manage quotes, agreements, implementation kickoff, and service order completion tracking with timely follow-through. (E)
- Collaborate cross-functionally to develop and respond to RFPs. (E)
- Support specialty areas as assigned (i.e., cybersecurity, licensing, E-rate, Rural Housing Commission). (E)
- Work directly with Members to capture reimbursement requirements (i.e., RHC), as assigned. (E)
- Partner with Member Engagement Managers (MEMs) to support assigned account needs and service priorities. (E)
- Support renewals by collecting and coordinating service requirements and timelines.
- Serve as primary Merit representative for assigned renewals. (E)
- Gather renewal data from MEMs and Network Operations; confirm no-change renewals with Members; generate sales orders accurately and on time. (E)
Member Support & Communication (30%)
- Deliver exceptional customer service to Members, vendors, and internal Merit teams.
- Serve as first-level support contact for assigned Members. (E)
- Provide first-level Member support across Merit services. (E)
- Monitor and triage emails, calls, and leads for the Member Engagement Team. (E)
- Track assigned requests; provide timely updates; analyze and process requests per established procedures. (E)
- Assume in-progress requests and drive them to completion with clear handoffs and documentation.
Systems, Data Quality, and Continuous Improvement (20%)
- Serve as super-user validating fixes/enhancements and reporting post-NetSuite issues to Business Systems as needed. (E)
- Maintain accurate records for contacts, customers, and Members. (E)
- Independently execute day-to-day responsibilities with accuracy, urgency, and attention to detail.
- Attend team meetings; stay current on policies, processes, and business conditions that affect service delivery to Members. (E)
- Demonstrate strong interpersonal, organizational, and communication skills; apply sound judgment and problem-solving.
- Participate in relevant professional development.
Meetings, Events, and Outreach (10%)
- Prepare for Member meetings and attend premier and governing meetings to collect administrative data and review invoices/POs. (E)
- Meet with vendors, Members, and MEMs to support product adoption. (E)
- Participate in Merit-hosted events and support event planning and execution as needed. (E)
Other Duties
Please note this job description is not designated to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Supervisory Responsibility
This position has no supervisory responsibilities.
Work Environment
This job operates in a professional environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, cloud-based systems, and AV/teleconferencing software and equipment.
Physical Demands
The physical demands described here are representative of those that must be met by you (with or without accommodations) to successfully perform the essential functions of this job.
You must frequently work at a computer station, answer telephone calls, emails, and other forms of customer/client communication. You may, on occasion, be required to move items of various sizes and weights throughout the office or building.