Investor Relations Coordinator
Investor Relations Coordinator
Traverse Connect
Traverse Connect is a regional economic development organization charged with creating and implementing a clear and comprehensive economic development strategy for the Grand Traverse region. Its mission is to advance the economic vitality of the Grand Traverse Region through the growth of family-sustaining careers. Traverse Connect drives economic development efforts, oversees business development initiatives, and works with partner organizations across the region on significant community initiatives.
Traverse Connect is currently seeking an Investor Relations Coordinator. This position supports the Vice President of Investor Engagement.
For a full job description and list of primary responsibilities and desirable traits and characteristics, please review the attached job description.
Compensation Package Includes:?
- Competitive salary of $52,000, with opportunity for additional performance-based incentives
- 401K Retirement (Up to 7% match)
- Health, dental, and vision insurance (75% Employer paid premium for employee and dependents)
- Employer paid short-term disability insurance
- Employer paid Life and AD&D insurance
- Self-managed paid time off
- Employee Assistance Program
- Cell phone allowance
- YMCA membership for employee and family members
- Cover letter
- Resume
POSITION DESCRIPTION
TITLE: Investor Relations Coordinator
REPORTS TO: Vice President of Investor Engagement
FLSA STATUS: Full-time, Non-exempt Salary
LOCATION: In-Office (Required)
JOB DESCRIPTION
The Investor Relations Coordinator is an in-office role responsible for serving as the initial point of engagement for members and visitors while supporting member retention through structured outreach, accurate data management, and consistent follow-through.
This position plays an important role in ensuring Traverse Connect delivers a welcoming, organized, and professional experience for members, investors, and community partners. The role follows clearly defined processes and works closely with Investor Engagement Coordinator to support renewals, engagement tracking, and day-to-day investor experience needs.
KEY RESPONSIBILITIES
Include but not limited to the following:
TITLE: Investor Relations Coordinator
REPORTS TO: Vice President of Investor Engagement
FLSA STATUS: Full-time, Non-exempt Salary
LOCATION: In-Office (Required)
JOB DESCRIPTION
The Investor Relations Coordinator is an in-office role responsible for serving as the initial point of engagement for members and visitors while supporting member retention through structured outreach, accurate data management, and consistent follow-through.
This position plays an important role in ensuring Traverse Connect delivers a welcoming, organized, and professional experience for members, investors, and community partners. The role follows clearly defined processes and works closely with Investor Engagement Coordinator to support renewals, engagement tracking, and day-to-day investor experience needs.
KEY RESPONSIBILITIES
Include but not limited to the following:
- Serve as the initial point of engagement for members and visitors, providing a friendly, professional, and welcoming front-of-house experience
- Greet visitors, respond to general inquiries, and route questions or requests appropriately
- Manage conference room and reservations using established scheduling processes
- Ensure meeting space is prepared, organized, and aligned with daily calendars
- Maintain an orderly, polished lobby and reception area that reflects Traverse Connect’s brand
- Support member retention efforts by completing structured outreach to members approaching renewal or identified for follow-up
- Respond to routine member questions related to benefits, engagement opportunities, and participation
- Assist with onboarding new investors and offboarding dropped investors using defined workflows
- Collaborate with team on renewal timing and payment status as directed
- Collaborate with the VP of Investor Engagement or the Investor Engagement Coordinator to thoughtfully resolve complex, sensitive, and non-routine member challenges
- Organize, track, and manage scheduled member engagement and renewal reports using standardized tools and reporting templates
- Interpret member data and reports to identify outreach opportunities that drive meaningful engagement and retention outcomes
- Oversee the accurate capture and maintenance of member outreach data to ensure reliable reporting and analysis
- Present summarized updates with leadership to support retention and renewal planning
- Update member records, engagement notes, and event participation accurately and consistently
- Assist with data system management and facilitation of Investor Events and Ribbon Cuttings
- Attend and assist at Traverse Connect events in a support capacity
QUALIFICATIONS
The professional who serves as the Investor Relations Coordinator must satisfy the criteria listed below. These skills are general in nature and therefore not inclusive of all attributes.
- Friendly, professional demeanor with a genuine interest in helping others
- Experience in sales and customer service
- Demonstrates strong relationship building skills
- Comfort serving as the initial point of engagement for members and visitors
- Ability to work effectively in a front-desk or customer-facing environment
- Organized and reliable; able to follow defined processes and complete tasks consistently
- Comfortable learning and using databases, scheduling tools, and reporting systems
- Strong attention to detail and follow-through
- Willingness to work fully in-office as a front-of-house presence
- Interest in learning about member engagement, retention, and association operations
- Outstanding written and verbal communication skills with an attention to detail
- Experience with technology and willingness to learn new applications as necessary
- Positive and team-oriented individual
- Ability to work on multiple projects, meet deadlines, organize, and prioritize assignments
Physical Demands and Working Conditions
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk and hear. This position is very active and is frequently required to stand, walk, use hands to finger, handle or feel, and reach with hands and arms. The employee must occasionally lift and move items up to 20 pounds.
Other Duties
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
