Leads strategic finance activities including budgeting, forecasting, long-range planning, financial modeling, operational analysis, investor relations, fundraising support, and board reporting. Partners with senior leaders across multiple functions to evaluate investments, guide growth initiatives, improve reporting, and drive enterprise-wide projects. Supports monthly close alignment and delivers actionable financial insights for executive decision-making.

Respond to inbound membership inquiries through phone, email, and text; conduct discovery conversations; explain healthcare membership benefits; guide qualified prospects through enrollment; maintain Salesforce records; collaborate with Membership Directors and internal teams; and provide feedback to improve sales processes and onboarding.

Generate membership sales by promptly engaging inbound leads through phone, email, and text. Conduct discovery conversations, explain healthcare membership benefits, guide qualified prospects through enrollment, maintain accurate Salesforce records, and coordinate onboarding with internal teams. The role requires a high-touch, consultative approach, strong follow-through, and a fixed Sunday–Thursday schedule during Pacific Time hours.