Accounts Receivable Specialist I

Vistage International; San Diego (CA); Hybrid; USD 30,000 - 39,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Vistage is seeking an Accounts Receivable Specialist I in San Diego, CA. This role supports our international entities and handles all Accounts Receivable tasks, including invoicing, payments, refunds, and updates across regions and currencies.

You will work with the AR team, utilize Great Plains, Excel, and Word, and contribute to timely billing and cash collection in a fast-paced, hybrid environment.

Qualifications

• AA degree in Accounting or accounting coursework
• Minimum of 1 year of Accounts Receivable experience
• Excellent verbal and written communication skills
• Strong organizational skills
• Working knowledge of Great Plains, Excel and Word preferred

Responsibilities

• Maintain member information in Great Plains and set up accounts for billing
• Prepare and post invoices for new and existing members including enrollments and adjustments
• Process payments, refunds, EFTs, and post receipts to member accounts
• Prepare deposits as needed and verify postings
• Respond to inquiries; manage AR mailbox and phone inquiries
• Update CRM and accounting system with member information
• Serve as interface with Member Services to resolve billing questions
• Other tasks or projects as needed

Skills

Verbal communication

Written communication

Organizational skills

Flexibility

Education

AA degree in accounting

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

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

Vistage'ssuccessisanchoredbyauniqueculturethatreinforcesemployeecommitmenttotheVistagemission.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.

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

• 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.
• Other tasks or projects as needed

QUALIFICATIONS

• Excellent&Professionalverbalandwrittencommunicationskills.
• Strongworkethic,integrity,andorganizationalskills.
• WorkingknowledgeorGreatPlains,ExcelandWordpreferred.
• Flexibilitytomeetthedemandsofadynamicenvironment.
• Appropriate sense of urgency to address time sensitive issues.

EDUCATIONANDEXPERIENCE

• AAdegreeinAccountingorAccountcourseworkpreferred,orcommensuraterelevantworkexperience
• Minimum of at least 1 year of Accounts Receivable experience

PHYSICALREQUIREMENTS

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

TOTALCOMPENSATIONRANGE

$25/hr + 6.75% bonus

JOBLOCATION

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