Salesforce Membership & Data Coordinator

ADP, Inc.; San Diego (CA); Hybrid; USD 30,000 - 33,000; Full time

Benefits offered by this job

Healthcare

401(k) matching

Paid time off

2 days remote per week

Job summary

Vistage, the world’s largest CEO coaching and peer advisory organization, seeks a Membership Administrator in a hybrid San Diego role. You will manage membership and Chair records in Salesforce, process applications, transitions, and cancellations, and assist with billing concerns while collaborating with cross-functional teams to ensure a positive member experience.

Join a Finance & Accounting team focused on data integrity, efficient administration, and member services, with a culture

Qualifications

• Experience managing computerized databases and member records.
• Strong customer service skills with professional communication.
• Excellent verbal and written communication skills.
• Attention to detail and organizational skills.
• Proficiency with MS Word, Excel, 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.
• 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.
• Collaborate 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 for integrity.
• Assist with SOP creation and identify process improvements.
• Process sponsorship changes and communicate to members and Chairs.
• Attend weekly/monthly meetings with internal and global partners for consistency.
• Perform additional administrative duties as assigned.

Skills

Database management

Customer service

Communication

Attention to detail

MS Office

Salesforce

Education

High school diploma

2+ years office experience

Tools

Salesforce

Microsoft Word

Excel

Outlook

Job description

Vistage, the world’s largest CEO coaching and peer advisory organization, seeks a Membership Administrator in a hybrid San Diego role. You will manage membership and Chair records in Salesforce, process applications, transitions, and cancellations, and assist with billing concerns while collaborating with cross-functional teams to ensure a positive member experience.

Join a Finance & Accounting team focused on data integrity, efficient administration, and member services, with a culture