Member Advisor

Build My Great Team•Mount Dora, FL

22h•$55,000 - $65,000•Remote

About The Position

The Member Advisor is an essential part of the Atticus team, delivering exceptional support to law firm owners enrolled in our coaching programs. This role involves proactively engaging members, managing onboarding, and coordinating events to ensure member success. Working closely with facilitators, members, and internal teams, the Member Advisor strives to make every member’s journey with Atticus smooth, empowering, and impactful.

Requirements

Excellent communication skills, particularly via phone and email.
Strong organizational and time management abilities.
Skilled multitasker with keen attention to detail.
Proactive, self-motivated, and professional.
Proficient in Microsoft Office Suite (Outlook, OneNote, Teams, SharePoint, PowerPoint), Adobe Acrobat, and Zoom.
Background in client service, relationship management, or program coordination preferred.
Ability to work independently and as part of a collaborative team.
Commitment to meeting KPIs and performance metrics set by leadership.

Nice To Haves

Familiarity with law firm operations is a plus.

Responsibilities

Respond to daily member inquiries via phone and email, offering guidance and resources.
Provide tailored recommendations to support members’ progress toward their goals.
Help members stay accountable to their commitments and provide supplemental coaching between quarterly sessions.
Conduct monthly 30-minute check-ins to track progress, document notes, and offer targeted support.
Manage communications related to events, sessions, and program details, keeping members informed and engaged.
Facilitate smooth transitions between Atticus coaching programs to maintain high member satisfaction.
Prepare for and support virtual or in-person quarterly coaching sessions.
Develop content for sessions, including worksheets and presentations, to enhance learning.
Coordinate logistics for events, including A/V setup and catering orders.
Provide real-time support to facilitators and participants during sessions and handle post-session follow-up.
Collaborate with other Member Advisors and facilitators on member-focused initiatives.
Maintain detailed member records and track program performance and retention metrics.
Assist with content development for future coaching programs.
Conduct orientation calls to gather information about new members and their firms.
Guide new members through the onboarding process to set them up for a successful journey with Atticus.
Keep member profiles up-to-date and coordinate personalized coaching plans.