Collections Specialist

6 hours ago


San Diego, California, United States Vistage Worldwide Full time
Job Title: Collections Specialist

At Vistage Worldwide, we are seeking a highly skilled and motivated Collections Specialist to join our team. As a Collections Specialist, you will play a critical role in managing and collecting overdue payments from our Members and Chairs.

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.
Qualifications:
  • Associate or bachelor's degree in finance or accounting preferred.
  • 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.
Compensation:

$25 - 26/hr + Company Bonus (salary based in San Diego, CA)

Job Location:

Hybrid in San Diego; 2 days onsite, 3 days offsite



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