Accounts Receivable Specialist

Vistage Worldwide, Inc.; San Diego (CA); Hybrid; USD 28,000 - 40,000; Full time

Benefits offered by this job

Hybrid work arrangement

Job summary

Vistage Worldwide, Inc. is seeking an Accounts Receivable Specialist to support international entities and manage multi-site billing and collections. You will process member invoices, payments, and refunds, and ensure accuracy across Great Plains and CRM systems.

The role requires strong organizational skills and the ability to handle multi-step processes across regions and currencies, including VAT and EDI processing. Hybrid work from our San Diego office is available.

Qualifications

• AA degree in Accounting or accounting coursework or commensurate experience.
• Minimum of 1 year Accounts Receivable experience.

Responsibilities

• Maintain member information in GP and update billing details.
• Prepare and post invoices for new and existing members.
• Process and post payments (credit card, EFT, lockbox).
• Verify and process refund requests.
• Send invoices and receipts to members.
• Maintain backups of billings and payments.
• Interface with Member Services to resolve billing questions.
• Update CRM with accounting data.
• Handle AR email and phone inquiries.
• Other tasks as needed.

Skills

Verbal and written communication

Organizational skills

Great Plains

Excel

Education

AA degree in Accounting

Tools

Great Plains

Excel

Word

Job description

As the Accounts Receivable Specialist, reporting to our AR Manager. This position will support our international entities and handle all Accounts Receivable tasks. Process all member accounts, create, review and post invoices for member accounts. Process payments/refunds and assist with account changes as needed. This role requires strong organizational skills and the ability to manage multiple, multi-step billing and collections processes accurately, timely, and efficiently. This role will work across different regions and currencies, using regulatory requirements, including VAT and EDI processing.

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 and 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 40 countries worldwide. These SMB executives spend a day or more with Vistage every month, immersing themselves in our comprehensive platform to become better leaders, make better decisions and achieve better results. 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), as well as 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 relentlessly delivering value to our members. Our success is demonstrated by Vistage member companies growing 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. 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 and opportunities to interact with co-workers. We stay fueled up with free snacks and a weekly free lunch day, along with 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 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 Aetna, plus dental, vision, and life insurance at very low rates. Take care of your financial future with eligibility for 401(k) matching funds after your first month as an employee. You'll also start with 16 days of paid time off + 12 paid holidays per year, with additional days off based on tenure.
• We keep it fun! From our Padres luxury suite summer outing to employee happy hours and our annual holiday party, we take having fun as seriously as helping our members succeed! The office vibe is business casual and the freedom to work from home two days per week if you choose.

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.
• Maintain accurate back-up or files of billings, payments, adjustments or refunds.
• Serve as interface with Member Services (or CSA’s) to resolve billing questions and discrepancies.
• 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

• Excellent & Professional verbal and written communication skills.
• 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.

EDUCATION AND EXPERIENCE

• AA degree in Accounting or Account coursework preferred, or commensurate relevant work experience
• Minimum of at least 1 year of Accounts Receivable experience

PHYSICAL REQUIREMENTS

• Prolonged periods of sitting at a desk and working on a computer.

TOTAL COMPENSATION RANGE

$25/hr + 6.75% bonus

JOB LOCATION

Hybrid in San Diego; 3 days onsite, 2 days offsite