Accounts Receivable Specialist I

Vistage Worldwide, Inc.; Northern, San Diego (KY, CA); Hybrid; USD 34,000 - 41,000; Full time

Benefits offered by this job

6.75% bonus

Hybrid work in San Diego

Job summary

Vistage Worldwide, Inc. is hiring an Accounts Receivable Specialist I in San Diego, CA. The role reports to the AR Manager and supports international entities, handling invoicing, payments, refunds and account changes across currencies, including VAT and EDI requirements.

The position emphasizes accuracy, organization, and the ability to manage multi-step billing processes in a dynamic environment.

Qualifications

• AA degree in Accounting or related coursework preferred or equivalent work experience.
• Experience with accounts receivable processes, invoicing and payments.
• Ability to work across regions and currencies with VAT and EDI processing.

Responsibilities

• Maintain member information in GP and set up initial billing.
• Prepare and post invoices for member accounts.
• Process payments, refunds, EFTs and cash receipts in GP.
• Verify refund requests and send invoices/receipts to members.
• Serve as interface with Member Services to resolve billing questions.
• Update CRM and accounting systems with billing details.
• Help manage AR email inbox and inquiries.
• Othertasks or projects as needed.

Skills

Verbal communication

Written communication

Work ethic

Integrity

Organizational skills

Flexibility

Urgency

Education

AA degree in Accounting or coursework

Relevant work experience

Tools

Great Plains

Excel

Word

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Accounts Receivable Specialist I

Full-Time Regular Employee Professional San Diego, CA, US

5 days ago Requisition ID: 1593

POSITIONSUMMARY

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.

THECOMPANY

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 .

VISTAGEEMPLOYEELIFE

VistagesuccessisanchoredbyauniqueculturethatreinforcesemployeecommitmenttotheVistagemission.Here'sasampleoftheemployeeexperiencethathelpsdriveoursuccess:

• Welcometoourhome.OurUSheadquarterssitsintheheartofSanDiego'sUTCarea.Itfeaturesanopen,modernaestheticwithlotsofcollaborationspacesandopportunitiestointeractwithco-workers.Westayfueledupwithfreesnacksandaweeklyfreelunchday,alongwithfreelattesandnitrocoldbrewcoffeeontap!FromourSanDiegobase,wecollaboratewithcolleaguesbasedacrossthecountryandaroundtheworld.
• Weinvestinyourcareer.Eachemployeehasanactionablecareerprogressionplandevelopedthroughindividualcollaborationwiththeirmanager.Wefocusonpromotingfromwithin,andemployeeprogressionplansarecomplementedbyall-staffdevelopmentdaysheldinourstate-of-the-artlearningcenter.Employeesalsohaveaccesstotonsofindividualizeddevelopmentresourcesandageneroustuitionreimbursementprogram.
• Weinvestinyou.Ouremployeebenefitsprogramisoneofthemostgenerousyou'llfind.Fully-paidhealthcareisprovidedforemployeesthroughAetna,plusdental,vision,andlifeinsuranceatverylowrates.Takecareofyourfinancialfuturewitheligibilityfor401(k)matchingfundsafteryourfirstmonthasanemployee.You'llalsostartwith16daysofpaidtimeoff+12paidholidaysperyear,withadditionaldaysoffbasedontenure.
• 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.

Vistagesculture 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

• MaintainmemberinformationinGreatPlains(GP),includingbutnotlimitedtosettingupaccountsforinitialbilling,settingupcontractsforfuturebillings,variousupdatesonmember’saccountslikecreditcard,addresses,company,billingfrequencyortype,etc.
• Preparationandpostingofinvoices,includingnewmemberbilling,andpendingmemberenrollmentfees
• Preparationandpostingofinvoices,includingmonthlybillingofexistingmembers,finalbillingforterminatedmembers,andmiscellaneousadjustmentsbasedonpulledreportsofrequests.
• Preparedepositsasneeded.
• Processingandpostingofpayments,processmember’screditcardpaymentsandpostcashreceiptsinGP.,processmember’sEFT(ElectronicFundsTransfer)paymentsandpostinGPandpostpaymentsreceivedthroughlockboxtocorrespondingmemberaccounts.
• Verifyandprocessrefundrequests.
• Sendoutinvoicesandreceiptstomembers.
• Maintainaccurateback‑uporfilesofbillings,payments,adjustmentsorrefunds.
• ServeasinterfacewithMemberServices(orCSA’s)toresolvebillingquestionsanddiscrepancies.
• UpdatingmemberinformationinCompany’sCRMalongwithAccountingSystem.
• HelpmanagetheAccountsReceivableEmailboxandphoneinquiries.
• Othertasksorprojectsasneeded

QUALIFICATIONS

• Excellent&Professionalverbalandwrittencommunicationskills.
• Strongworkethic,integrity,andorganizationalskills.
• WorkingknowledgeorGreatPlains,ExcelandWordpreferred.
• Flexibilitytomeetthedemandsofadynamicenvironment.
• Appropriatesenseofurgencytoaddresstimesensitiveissues.

EDUCATIONANDEXPERIENCE

• AAdegreeinAccountingorAccountcourseworkpreferred,orcommensuraterelevantworkexperience
• Minimumofatleast1yearofAccountsReceivableexperience

PHYSICALREQUIREMENTS

• Prolongedperiodsoftosisatdeskandworkingonacomputer.

TOTALCOMPENSATIONRANGE

$25/hr + 6.75% bonus

JOBLOCATION

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