Accounts Receivable Specialist I

Vistage Worldwide•San Diego, CA

9d•$0 - $25•Hybrid

About The Position

As the Accounts Receivable Specialist, you will play a key role in supporting the financial operations of Vistage by ensuring accurate and timely processing of member accounts, invoicing, and payments. This position is responsible for setting up new member accounts, generating invoices, processing payments and refunds, and maintaining accurate financial records to support a seamless member experience. In this role, you will partner closely with internal teams, including Membership and Client/Member Services, to resolve billing inquiries, support account maintenance, and ensure alignment across departments. Your attention to detail and commitment to accuracy will directly contribute to maintaining strong financial integrity and delivering exceptional service to our members. The Accounts Receivable Specialist will also assist in identifying process improvements, supporting ongoing operational efficiencies, and ensuring compliance with company policies and procedures. This position reports to the Senior Accounts Receivable Manager and works collaboratively with a team of Accounts Receivable Specialists to support overall departmental goals.

Requirements

Excellent & Professional verbal and written communication skills.
Strong customer service.
Strong work ethic, integrity, and organizational skills.
Working knowledge or Great Plains, Excel and Word preferred.
Flexibility to meet the demands of a dynamic environment.
Appropriate sense of urgency to address time sensitive issues.
AA degree in Accounting or Account coursework preferred, or commensurate relevant work experience
Minimum of at least 1 year of Accounts Receivable experience

Nice To Haves

Experience with international billing/membership is a plus.

Responsibilities

Maintain member information in Great Plains (GP), including but not limited to setting up accounts for initial billing, setting up contracts for future billings, various updates on member’s accounts like credit card, addresses, company, billing frequency or type, etc.
Preparation and posting of invoices, including new member billing, and pending member enrollment fees
Preparation and posting of invoices, including monthly billing of existing members, final billing for terminated members, and miscellaneous adjustments based on pulled reports of requests.
Prepare deposits as needed.
Processing and posting of payments, process member’s credit card payments and post cash receipts in GP. , process member’s EFT (Electronic Funds Transfer) payments and post in GP and post payments received through lockbox to corresponding member accounts.
Verify and process refund requests.
Send out invoices and receipts to members.
Maintain accurate back-up or files of billings, payments, adjustments or refunds.
Serve as interface with Member Services (or CSA’s) to resolve billing questions and discrepancies.
Process cash receipt payments journals/postings.
Updating member information in Company’s CRM along with Accounting System.
Help manage the Accounts Receivable Email box and phone inquiries.
Other tasks or projects as needed