Membership Operations Coordinator

The Georgia Society of CPAs; Atlanta (GA); On-site; USD 42,000 - 62,000; Full time

Job summary

The Georgia Society of CPAs (GSCPA) is seeking a meticulous Membership Operations Coordinator to support day-to-day membership administration, database accuracy, billing processes and reporting. Reporting to the Chief Relationship Officer, the role focuses on accurate records, timely service and cross‑functional collaboration with Finance and Marketing.

Ideal candidates are detail-oriented, proactive and capable of handling recurring processes with a high volume of information while delivering

Qualifications

• Associate or bachelor’s degree preferred, or an equivalent combination of education and relevant professional experience.
• Experience in membership operations, customer service, database administration, billing or a related field preferred.
• Highly organized, accurate and detail-oriented.
• Strong customer-service mindset and ability to communicate professionally with a variety of audiences.
• Ability to manage recurring processes, deadlines and a high volume of detailed information.
• Proactive and self-directed, with the ability to take ownership of assigned responsibilities, solve routine problems and move work forward.
• Strong follow-through and good judgment about when questions or issues should be escalated.
• Ability to work independently while collaborating effectively with colleagues across the organization.

Responsibilities

• Process membership applications, renewals, dues payments and member record updates accurately and promptly.
• Maintain accurate member, firm and contact information within GSCPA's association management system and related platforms.
• Manage routine database maintenance, record updates, data cleanup and quality-control activities.
• Support member-facing systems, including routine updates and troubleshooting.
• Respond to membership, dues, account and record questions and provide timely, professional service.
• Collaborate with Finance on billing, dues, payments and account questions.

Skills

Attention to detail

Customer service

Time management

Clear communication

Education

Associate or Bachelor's degree preferred

Tools

Microsoft 365

Excel

Outlook

CRM systems

Job description

The Georgia Society of CPAs (GSCPA) is seeking a highly organized, detail-oriented and service-focused professional to join our team as Membership Operations Coordinator.

This position plays an important role in supporting GSCPA's membership operations and ensuring accurate, responsive service to members, prospective members, firms and other individuals interacting with the organization. The Membership Operations Coordinator is responsible for day-to-day membership administration, database and record accuracy, billing processes, reporting and operational support.

Reporting to the Chief Relationship Officer, the ideal candidate is someone who enjoys working with detailed information, takes ownership of their responsibilities and can manage recurring processes and deadlines while providing excellent customer service.

Key Responsibilities

• Process membership applications, renewals, dues payments and member record updates accurately and promptly.
• Maintain accurate member, firm and contact information within GSCPA's association management system and related platforms.
• Manage routine database maintenance, record updates, data cleanup and quality-control activities.
• Support member-facing systems, including routine updates and troubleshooting.
• Respond to membership, dues, account and record questions and provide timely, professional service.
• Manage membership information used for firm billing and annual membership update processes.
• Prepare and maintain membership lists, forms, invoices, communications and firm rosters.
• Coordinate billing activities, including invoice preparation, payment tracking, dues posting and billing adjustments.
• Prepare membership reports and data to support recruitment, retention, billing and engagement initiatives.
• Maintain procedures, documentation, calendars and checklists for recurring membership processes.
• Collaborate with Finance on billing, dues, payments and account questions.
• Work across GSCPA departments, including Membership & Engagement, Marketing & Communications and Continuing Professional Education (CPE), to help resolve questions and connect members with the appropriate information, staff or resources.
• Provide support for membership projects, programs and organization-wide initiatives as needed.

Qualifications

• Associate or bachelor’s degree preferred, or an equivalent combination of education and relevant professional experience.
• Experience in membership operations, customer service, database administration, billing or a related field preferred.
• Highly organized, accurate and detail-oriented.
• Strong customer-service mindset and ability to communicate professionally with a variety of audiences.
• Ability to manage recurring processes, deadlines and a high volume of detailed information.
• Proactive and self-directed, with the ability to take ownership of assigned responsibilities, solve routine problems and move work forward.
• Strong follow-through and good judgment about when questions or issues should be escalated.
• Ability to work independently while collaborating effectively with colleagues across the organization.

Technical Skills

• Proficiency with Microsoft 365, particularly Excel, Outlook and Word.
• Strong working knowledge of Excel for maintaining and reviewing lists, organizing and reconciling information, tracking activity and producing reports.
• Experience working with databases, customer relationship management (CRM) systems, association management systems or similar record-management platforms is preferred.
• Comfort working with billing information, financial/member records and data from multiple sources.
• Ability to learn and effectively use association management, payment, registration and other technology platforms.
• Strong attention to data accuracy and the ability to identify discrepancies and maintain clean, reliable records.
• Comfort using digital and emerging productivity tools, including AI-enabled tools, to support research, communication and efficient work processes.

About GSCPA

The Georgia Society of CPAs is the premier professional organization for CPAs in the state of Georgia. With almost 12,000 members throughout the state, the purpose of GSCPA is to achieve excellence by providing superior advocacy, leadership, service, lifelong learning and personal and professional development opportunities.