Collections Specialist - TEMP

Vistage Worldwide•San Diego, CA

8d•Hybrid

About The Position

As a Collections Specialist, you will be responsible for managing and collecting overdue payments from our Members and Chairs (clients). Reporting to the Accounts Receivable Manager, you will collaborate closely with the collections and accounts receivable teams to ensure the timely resolution of outstanding invoices. The ideal candidate will demonstrate a high degree of independence and provide exceptional customer service to effectively meet the needs of our clientele and support the collections department.

Requirements

Minimum of 1 year of experience in collections, with exposure to accounts receivable.
Strong negotiation and communication skills, both written and verbal.
Comfortable discussing overdue balances with CEO-level clients.
Demonstrates a strong customer service mindset and maintains professionalism.
Ability to independently manage multiple priorities.
Proficient in Microsoft Office, particularly Excel.
Familiarity with accounting software and CRM systems; experience with Great Plains preferred.
Able to handle time-sensitive tasks efficiently and with a sense of urgency.

Nice To Haves

Associate or bachelor’s degree in finance or accounting preferred.

Responsibilities

Build and maintain positive relationships with Members and Chairs throughout the collection process.
Respond promptly to incoming inquiries from Members and Chairs via phone or email.
Make regular calls and send emails to active and inactive members to collect overdue membership fees or address discrepancies.
Recommend and set up payment plans for members with significant overdue balances.
Adhere to the established collections timeline and follow-up cadence for all accounts.
Maintain accurate records of all customer interactions, payments, and agreements.
Assess problematic accounts and collaborate with internal teams and Chairs to find effective resolutions.
Perform other tasks as assigned by your supervisor or management.
Provide support for month-end closing activities related to collections, such as updating account statuses and reporting progress to the AR Manager.
Proactively create mock invoices for final payment for members that are leaving Vistage.

Benefits

Fully-paid healthcare is provided for employees through Anthem Blue Cross along with access to dental, vision and life insurance coverage.
401(k) matching funds eligibility after your first month as an employee
Free individual investment counseling
16 days of paid time off per year
Additional annual paid days off based on tenure
Onsite gym is decked out with Peloton bikes, a Mirror workout system and plenty of other equipment
On-site yoga classes, chair massages and smoothie days
Access to tons of individualized development resources
Tuition reimbursement program
Free lattes and Cold-Brew on tap
Business casual dress code
Flexible schedules
Freedom to work from home