Hybrid Collections Specialist - AR & Payments Liaison

Vistage-Worldwide; San Diego (CA); Hybrid; USD 28,000 - 39,000; Full time

Job summary

Vistage, a leading CEO coaching and peer advisory organization, seeks a Collections Specialist for a 32-week, full-time temporary role in San Diego. You will manage overdue payments from Members and Chairs, coordinating with the AR team to resolve invoices and set up payment plans.

The position offers hybrid work in a dynamic, client-focused environment. The role requires at least 1 year in collections, strong negotiation and communication skills, and proficiency with Excel and CRM systems.

Qualifications

• Associate or bachelor’s degree in finance or accounting preferred.
• Minimum of 1 year of experience in collections.
• Strong negotiation and communication skills, both written and verbal.

Responsibilities

• Build and maintain positive relationships with Members and Chairs throughout the collection process.
• Respond promptly to incoming inquiries from Members and Chairs via phone or email.
• Make regular calls and send emails to active and inactive members to collect overdue membership fees or address discrepancies.
• Recommend and set up payment plans for members with significant overdue balances.
• Adhere to the established collections timeline and follow-up cadence for all accounts.
• Maintain accurate records of all customer interactions, payments, and agreements.
• Assess problematic accounts and collaborate with internal teams and Chairs to find effective resolutions.
• Perform other tasks as assigned by your supervisor or management.
• Provide support for month-end closing activities related to collections, such as updating account statuses and reporting progress to the AR Manager.
• Proactively create mock invoices for final payment for members that are leaving Vistage.

Skills

Negotiation

Communication

Excel

CRM systems

Great Plains

Education

Associate or Bachelor’s degree in finance or accounting

Tools

Excel

Great Plains

CRM systems

Job description

Vistage, a leading CEO coaching and peer advisory organization, seeks a Collections Specialist for a 32-week, full-time temporary role in San Diego. You will manage overdue payments from Members and Chairs, coordinating with the AR team to resolve invoices and set up payment plans.

The position offers hybrid work in a dynamic, client-focused environment. The role requires at least 1 year in collections, strong negotiation and communication skills, and proficiency with Excel and CRM systems.