Investor Retention Specialist

Job Title: Investor Retention Specialist Reports to: VP of MarCom FLSA Status: Non-Exempt Salary: $60,000- $65,000, commission eligibility Tentative Start Date: July 21, 2025 Location: Downtown San Diego area Why this job? Total Rewards Package Salary: $60-$65K/year, commission eligibility Hybrid Schedule: Mon - Friday, minimum of 3 days in office, based on operational needs Bi-Weekly Paychecks Medical Coverage; Dental Coverage; Vision Coverage Parking Allotment Earn up to 15 days of Paid Vacation annually. 5 days of Paid Sick Time annually 401K Plan + Employer Match (eligible after 6 months of employment) Employee Assistance Program Position Summary As the Investor Retention Specialist, this position is responsible for helping to retain existing customers who continue to invest in the organization through their active and engaged membership. This role will develop strategies for a strategic portfolio of members to facilitate an increase in engagement, demonstrate the value of the membership product, cultivate relationships with existing and prospective membership customers, reduce member attrition, and help meet the organization’s renewal and sales revenue goals. Essential Functions & Responsibilities Investor Retention: 65% Responsible for managing and overseeing the retention of existing members, in collaboration with other departments. Develop a current member engagement strategy based on customer types and lead implementation, tracking, and reporting of that retention strategy. Coordinate all investor communications, including drafting professional emails, organizing mailings, and managing correspondence to maintain positive investor relationships. Ensure accuracy and currency of investor records within the Customer Relationship Management (CRM) system. Resolve customer issues as they come up to minimize member attrition. Analyze customer behavior and trends to develop customer behavior reports and strategic recommendations. Identify ways to improve the customer experience. Assist with creating and implementing a member offboarding system to listen to customers and identify opportunities to refine the membership product for ideal customers. Communicate with customers to gather information about the product to identify areas of improvement. Manage monthly renewal tasks including renewal confirmations, invoicing and payment system coordination with finance, and renewals in accounts receivable collections. Identify potential pipeline for membership upgrades among existing members. General Investor Relations Support: 20% Maintain consistent communication with Investor Relations Specialist to actively support sales function and ensure alignment on goals and activities. Provide member engagement support for semi-monthly board meetings, ensuring attendance, participation, and on-site engagement. Coordinate and support the organization’s efforts to promote and expand membership through community outreach, meetings, and special events. Support the management of membership-related materials for approval, encompassing prospecting, thank-you letters, renewal letters, web content updates, email campaigns, and specialized marketing materials as required. Assist preparation of high-quality materials for investor meetings, including presentations, agendas, and handouts. Responsible for managing the updates and edits to the membership and the board of directors’ rosters and updates to necessary project management platforms. Collaborate with various departments to develop and provide the content for the monthly Membership Updates e-blasts. Support other departments with relevant updates regarding active members, curating recommendations for engagement opportunities. Assist in the execution of a wide range of fundraising and engagement strategies, contributing to the overall success of investor relations efforts. Administrative: 15% Provide administrative support for the department, including member support, managing membership invoicing and payments, maintaining and updating membership rosters and website content, and preparing detailed reports. Ensure accuracy and currency of investor records within the Customer Relationship Management (CRM) system. Support the department by identifying efficiencies to member processes. Manage the back end of the membership pages on the website including updating member roster lists, ensuring accurate benefit details, and maintaining the overall integrity of membership pages. Research technologies that will help streamline and enhance membership productivity, success and customer experience and develop a plan to best introduce and implement within organization. Preferred Qualifications, Skills, And Abilities Education & Experience: Bachelor’s degree in sales, marketing, business management, or a related field, or equivalent experience. Technical & Analytical Skills: Strong communication, negotiation, and problem-solving skills. Proficiency in CRM tools and project management tools including Salesforce, HubSpot, Monday.com, etc. Communication & Collaboration: Excellent written and verbal communication skills. Collaborative, adaptable, and eager to build positive relationships with stakeholders. Our Commitment to Diversity, Equity, and Inclusion DSDP is an Equal Employment Opportunity employer. The Downtown San Diego Partnership provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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