Membership Support Specialist
Core
Answering prospective advisor questions about membership, onboarding, pricing, and commissions; triaging sales leads; and maintaining accurate membership messaging.
Role type
Membership Support Specialist (Sales Support)
Builds
Fora membership platform and sales pipeline
Domain
Travel technology / SaaS
Deliverable
dashboards & analysis
Required skills
Customer support, inbox management, lead triage, CRM data entry, documentation, metrics tracking, AI tooling
Preferred skills
Travel industry background, subscription/membership support, macro/SOP creation, no-code tools
Technologies
Intercom, HubSpot, AI chatbots, Zapier
Responsibilities
Respond to prospective advisor inquiries via email and Intercom; triage and hand off sales leads to Sales Specialists; maintain macros, help articles, and SOPs; track support metrics (SLA, CSAT, FCR); log conversations in HubSpot; identify question patterns for product improvement; optimize AI and chatbot responses.
Seniority
Mid-level, hands-on IC