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.

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.