Program Specialist

Vistage Worldwide•San Diego, CA

9d•$75,000 - $85,000•Hybrid

About The Position

The Program Specialist, Member Programs role provides day-to-day operational and administrative support across Vistage’s portfolio of strategic member resources: Strategic Planning by Vistage, the Business Valuation Tool, and the Transaction Center. Reporting to the Senior Relationship Manager, this role acts as a conduit between the Support Center and the Vistage community. The role ensures members, Chairs, experts, and internal stakeholders receive timely, accurate, and well-organized support, collects and curates feedback from the community, and plays an active role in driving resource adoption across the member community.

Requirements

Bachelor’s degree or equivalent
5+ years of experience in product support, relationship management, customer service or a similar role
Strong written and verbal communication skills
Comfortable and credible communicating with a C-Suite audience (CEOs, business owners, and senior executives)
Highly organized with strong attention to detail and the ability to manage multiple priorities across concurrent programs
A team player receptive to feedback and guidance
Basic project management skills and a process-oriented mindset with a proactive, collaborative approach
Comfortable working cross-functionally with internal and external stakeholders
Familiarity with tools such as Office 365 Suite and SharePoint, Salesforce, WordPress

Nice To Haves

Interest in or exposure to strategic planning, business valuation, Mergers and Acquisitions, or the SMB community is a plus

Responsibilities

Respond to general email inquiries across programs (Strategic Planning, Business Valuation, Transaction Center) and ensure timely, accurate responses
Track Session Request forms and support scheduling and related communications
Support facilitation and onboarding of members and Chairs onto the platforms, walking them through access, setup, and available resources
Proactively follow up with members and Chairs who have accessed but not fully engaged with resources, to support and drive adoption
Assist in collecting member success stories, data points, and insights to support marketing, content, and new initiatives
Manage tracking of usage and engagement metrics across all programs (Strategic Planning, Business Valuation, Transaction Center, Experts, Alumni, etc.)
Track recurring issues and member questions to help identify trends and opportunities for improvement
Prepare and draft content, communications, outreach, and updates for the Vistage community across the strategic resource portfolio
Coordinate webinar scheduling, materials, invites, emails, and production logistics
Help maintain content within each program platform, including tagging, calendar of events, webinars, discussions, and member stories
Conduct basic reviews of program content, links, and materials to ensure accuracy
Gather and document feedback across programs to drive program and process improvements
Maintain an up-to-date understanding of key features across Strategic Planning, Business Valuation, and the Transaction Center
Manage the logistics and follow-through of interactions between Chairs, Groups, experts, and internal stakeholders — scheduling touchpoints, preparing materials, and tracking which resources have been shared with whom
Organize notes, tasks, and follow-ups to keep cross-functional workflows moving

Benefits

Fully-paid healthcare is provided for employees through Aetna, plus dental, vision, and life insurance at very low rates.
Eligibility for 401(k) matching funds after your first month as an employee.
16 days of paid time off + 12 paid holidays per year, with additional days off based on tenure.
Free snacks and a weekly free lunch day, along with free lattes and nitro cold brew coffee on tap!
Employee happy hours and annual holiday party.
Freedom to work from home two days per week if you choose.
Actionable career progression plan developed through individual collaboration with their manager.
Focus on promoting from within.
All-staff development days held in our state-of-the-art learning center.
Access to individualized development resources.
Generous tuition reimbursement program.