Membership Operations Specialist (Salesforce)

Vistage International; San Diego (CA); Hybrid; USD 30,000 - 33,000; Full time

Benefits offered by this job

Company bonus

Healthcare benefits (medical, dental,

401(k) matching

Paid time off

Hybrid work schedule

Job summary

Vistage, the world’s largest CEO coaching and peer advisory organization, seeks a Membership Administrator in San Diego. You will manage membership, chairs, and group data in Salesforce, processing applications, transitions, and cancellations while supporting inquiries to ensure a positive member experience.

You’ll work with cross-functional teams in a Finance & Accounting context to maintain data integrity, resolve billing concerns, and drive administrative efficiency across the organization.

Qualifications

• Two to three years of experience managing computerized databases.
• Excellent customer service and professional phone demeanor.
• Strong verbal and written communication skills.
• Exceptional attention to detail and organizational skills.
• Proficiency with Microsoft Word, Excel, and Outlook.
• Salesforce experience preferred.

Responsibilities

• Process new membership applications, program transitions, and cancellations accurately and timely.
• Maintain up-to-date membership and Chair records in Salesforce with accuracy.
• Collaborate with Accounts Receivable to resolve membership billing concerns.
• Recognize referral methods and create payout events for member and Chair compensation.
• Consult with Operations on group merges, Chair changes, and group closures.
• Respond to membership inquiries via phone, email, and other channels to ensure a positive experience.
• Work with Client Service Advisors to resolve member issues and improve satisfaction.
• Coordinate with AR, AP, and Collections to ensure smooth processes.
• Support cross-functional projects to improve member services and efficiency.
• Generate reports, audit member records, and support data analysis.
• Assist with SOP creation and identify process improvements.
• Verify sponsorship changes and communicate to members and Chairs.
• Attend weekly/monthly meetings with internal and global partners to ensure consistency.

Skills

Database management

Customer service

Communication skills

Attention to detail

MS Office

Education

High school diploma

Tools

Microsoft Word

Microsoft Excel

Outlook

Salesforce

Job description

Vistage, the world’s largest CEO coaching and peer advisory organization, seeks a Membership Administrator in San Diego. You will manage membership, chairs, and group data in Salesforce, processing applications, transitions, and cancellations while supporting inquiries to ensure a positive member experience.

You’ll work with cross-functional teams in a Finance & Accounting context to maintain data integrity, resolve billing concerns, and drive administrative efficiency across the organization.