POSITION SUMMARY

As the Accounts Receivable Specialist, you will process new member accounts, create invoices for new accounts, process payments / refunds and assist with Membership as needed.

The Accounts Receivable Specialist reports to the Accounts Receivable Manager and work alongside the Accounts Receivable Lead while working cross functionally with the Membership Lead and Client Services Advisor team.

THE COMPANY

Vistage is the world’s largest CEO coaching and peer advisory organization for small and midsize business (SMB) leaders. We offer the most effective approach for SMB enterprises to achieve better results and grow faster, as well as for SMB leaders to maximize their impact.

The 45,000 members we serve are CEOs, owners and executives of SMB organizations located across the US and in 35 counties worldwide.

These SMB executives spend a day or more with Vistage every month to immerse themselves in our comprehensive platform for making better decisions, getting better results and becoming better leaders.

Our platform features three core elements : valuable perspectives from a trusted group of peers, professional guidance and meeting facilitation from an accomplished business leader (the Chair), and deep insights from subject matter experts.

Vistage was founded more than 65 years ago, and we’ve grown every year since then by innovating to stay on the cutting edge of business and being relentless in delivering value to our members.

Our success is demonstrated by the fact that Vistage member companies grow 2.2 times faster than non-Vistage peer companies.

Learn more about us at www.vistage.com.

VISTAGE EMPLOYEE LIFE

Vistage’s success is anchored by a unique culture that reinforces employee commitment to the Vistage mission. It is a spirit of collective success and achievement which is also reflected in our workplace.

Here’s a sample of the employee experience that helps drive our success :

• Welcome to our home. Our US headquarters sits in the heart of San Diego’s UTC area. It features an open, modern aesthetic with lots of collaboration spaces, free lattes and nitro cold brew coffee on tap! From our San Diego base, we collaborate with colleagues based across the country and around the world.
• We sweat the details. Our on-site gym is decked out with Peloton bikes, a Mirror workout system and plenty of other equipment to keep your workout challenging and fresh.

On-site yoga classes, chair massages and smoothie days also help to keep us focused and healthy!

We invest in your career. Each employee has an actionable career progression plan developed through individual collaboration with their manager.

We focus on promoting from within, and employee progression plans are complemented by all-staff development days held in our state-of-the-art learning center.

Employees also have access to tons of individualized development resources and a generous tuition reimbursement program.

We invest in you. Our employee benefits program is one of the most generous you’ll find. Fully-paid healthcare is provided for employees through Anthem Blue Cross, along with access to company-subsidized dental, vision and life insurance coverage available to employees at very low rates.

Take care of your financial future with 401(k) matching funds eligibility after your first month as an employee. Use the free individual investment counseling we provide to help you grow the money you’ve saved.

You’ll also start with 16 days of paid time off per year to allow you to relax and recharge; employees receive additional annual paid days off based on tenure.

• We keep it fun! Whether you’re with us in the Padres luxury suite enjoying our summer baseball outing, unwinding during an employee happy hour or toasting your co-workers at our epic annual holiday party, you’ll see that we take having fun as seriously as helping our members succeed! The office vibe is business casual with flexible schedules and the freedom to work from home in bunny slippers if that’s your thing! We value mutual respect and laughter .
• we hate stiff formality. You’ll have regular access to Vistage executives our CEO even buys everyone doughnuts to fuel his informal employee chats!

Vistage’s culture and sense of mission drive employee loyalty : more than half of our staff has been with the company for five years or longer.

Are you ready to start your Vistage journey?

RESPONSIBILITIES :

• Maintain member information in Great Plains (GP), including but not limited to setting up accounts for initial billing, setting up contracts for future billings, various updates on member’s accounts like credit card, addresses, company, billing frequency or type, etc.
• Preparation and posting of invoices, including new member billing, and pending member enrollment fees
• Preparation and posting of invoices, including monthly billing of existing members, final billing for terminated members, and miscellaneous adjustments based on pulled reports of requests.
• Prepare deposits as needed.
• Processing and posting of payments, process member’s credit card payments and post cash receipts in GP. , process member’s EFT (Electronic Funds Transfer) payments and post in GP and post payments received through lockbox to corresponding member accounts.
• Verify and process refund requests.
• Send out invoices and receipts to members.
• Send out expired CC notices.
• Maintain accurate back-up or files of billings, payments, adjustments or refunds.
• Serve as interface with Member Services (CSA’s) to resolve billing questions and discrepancies.
• Process cash receipt payments journals / postings.
• Updating member information in Company’s CRM along with Accounting System.
• Help manage the Accounts Receivable Email box and phone inquiries.
• Other tasks or projects as needed.

QUALIFICATIONS

• AA degree in Accounting or Account coursework preferred, or commensurate relevant work experience.
• Minimum of at least 1 year of Accounts Receivable experience
• Excellent and professional verbal and written communication skills.
• Strong customer service.
• Strong work ethic, integrity, and organizational skills.
• Working knowledge or Great Plains, Excel and Word preferred.
• Flexibility to meet the demands of a dynamic environment.
• Appropriate sense of urgency to address time sensitive issues.

TOTAL COMPENSATION RANGE

$20 - $22.5 hourly 6.5% Bonus (salary based in San Diego, CA)

JOB LOCATION

Last updated : 2024-02-24