Membership & Salesforce Administrator

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

Job summary

Vistage, the world’s largest CEO coaching and peer advisory organization, seeks a Membership Administrator in San Diego. You will manage membership, Executive Coach (Chair), and group data in Salesforce, processing applications, transitions, and cancellations, and assisting with member inquiries.

In this Finance & Accounting role, you will maintain data integrity, resolve billing concerns, and support cross-functional teams to ensure a positive member experience.

Qualifications

• Experience managing computerized databases (2-3 years).
• Strong customer service skills with a professional phone demeanor.
• Excellent 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 in a timely manner.
• Maintain up-to-date membership and Chair records in Salesforce, ensuring accuracy and documentation.
• 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, ensuring a positive member experience.
• Work closely with Client Service Advisors to resolve member issues and improve satisfaction.
• Coordinate with AR, AP, and Collections teams to ensure smooth membership processes.
• Support cross-functional projects that improve member services and administrative efficiency.
• Generate reports, audit member records, and support data analysis to maintain data integrity.
• Assist with SOP creation and identify opportunities to improve membership processes.
• Verify and process sponsorship changes, ensuring proper communication to members and Chairs.
• Attend weekly and monthly meetings with internal and global partners to ensure consistent membership processes.
• Perform additional administrative duties as assigned.

Skills

Customer service

Verbal communication

Written communication

Attention to detail

Organization

Education

High school diploma or GED

Tools

Salesforce

Microsoft Word

Excel

Outlook

Job description

Vistage, the world’s largest CEO coaching and peer advisory organization, seeks a Membership Administrator in San Diego. You will manage membership, Executive Coach (Chair), and group data in Salesforce, processing applications, transitions, and cancellations, and assisting with member inquiries.

In this Finance & Accounting role, you will maintain data integrity, resolve billing concerns, and support cross-functional teams to ensure a positive member experience.