Engagement Reporting Specialist

Posted 24 Days Ago
Be an Early Applicant
West, TX
61K-83K Annually
Mid level
Insurance • Software
The Role
The Engagement Reporting Specialist is responsible for executing engagement plans and communication strategies for the Thrivent Member Network. Key duties include managing events, developing communication plans, and analyzing data to report on engagement activities. The role requires strong project management skills and collaboration with various stakeholders.
Summary Generated by Built In

The Engagement Reporting Specialist (ES) is responsible for implementing the activity plans of the Thrivent Member Network (TMN) and Engagement Team. The ES implements the internal and external communication plan of the TMN they support in alignment with Thrivent enterprise communication strategies and plans. The ES leverages outcomes data from the Membership programs and engagement activities implemented to inform future plans and to provide relevant outcomes reporting for their respective Engagement Team, Advisor Group leaders and TMN Board.

DUTIES & RESPONSIBILITIES: 

By delivering in three primary areas, the Engagement Reporting Specialist aligns the work of the TMN and Engagement Team to deliver on three strategic outcomes of Drive Impact, Deliver Value to Clients and Grow Sales: 

1. TMN and Engagement Event Execution

  • Create, plan, execute and manage a cadence of events within the TMN based on membership data, expressed needs and passions of members and aligned to the growth strategy of the Advisor Group.
  • Coordinate all event logistics, including venue, catering, and contracts. Develop work plans and action items according to project goals, including post event follow up.
  • Support execution of virtual, hybrid and in-person engagement activities including workshops, events and webinars. When appropriate, be present at planned events.
  • Serve as TMN Board Secretary for the TMN aligned to serve. Support logistics of quarterly board meetings. Take minutes at quarterly board meetings and send them to the governance team for review.

2. Engagement Communication Plan

  • Collaborate with stakeholders and teams within Membership and Thrivent enterprise to bring relevant communication to clients and prospective clients.
  • Develop and execute a strategic internal and external communication plan to support the engagement activities of the Thrivent Member Networks served.
  • With local and enterprise leadership, manage all aspects of TMN projects, events and partnerships with identified Christian organizations, non-profits and churches as assigned.

3. Data and Analytics

  • Develop expert knowledge of Thrivent programs and resources, and the demographics of the region and markets the position serves.
  • Complete all required activity reporting and analysis for engagement activities and provide reports to leadership and TMN board to share the impact of the engagement activities of the region.

This role interacts with:

  • Membership and Engagement Leaders
  • Thrivent enterprise leaders (Growth and Generosity, Marketing, Communications, PR, etc)
  • Field leaders
  • Advisors
  • External vendors
  • Media, community leaders, local government officials

QUALIFICATIONS & SKILLS:

 Required:

  • Bachelor’s degree or commensurate experience
  • 3+ years’ experience utilizing social media platforms to deliver results
  • Strong project management and organizational skills
  • Ability to analyze data for business purposes
  • Effective communication skills, including written, verbal and presentation skills
  • Strong collaboration and relationship building skills
  • Ability to work evenings, weekends, and travel to events

Preferred:

  • Ability to work independently and effectively to manage multiple projects simultaneously
  • Ability to navigate change and transforming business practices
  • Knowledge of financial services industry, fraternal benefit societies, or membership organizations
  • Skilled in using Microsoft Excel, Salesforce, and pivot tables.
  • Bi-Lingual (English/Spanish) preferred in specific markets

Pay Transparency


 

Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $61,105.00 - $82,672.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.


 

Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.


 

The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.


 

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [email protected] or call 800-847-4836 and request Human Resources.

The Company
HQ: Minneapolis, MN
7,504 Employees
On-site Workplace
Year Founded: 1902

What We Do

At Thrivent, we do work that matters—and we're reimagining financial services in ways that help individuals and communities thrive.

With the belief that money is a tool, not a goal, we help over 2 million clients make the most of all they’ve been given through financial advice, insurance, investments, banking and generosity programs. 

As a Fortune 500 company with a 100-year legacy, Thrivent is committed to helping people build their financial futures and live more generous lives in their communities and beyond.

For more information, visit thrivent.com. You can also find us on Facebook, Twitter and Instagram. See our social media privacy policy and page guidelines at thrivent.com/privacyandsocial.

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