Collections Specialist - TEMP

Collections Specialist

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.

Vistage is the world's largest CEO coaching and peer advisory organization for small and midsize business (SMB) leaders. We offer the most effective approach for SMB enterprises to achieve better results and grow faster as well as for SMB leaders to maximize their impact.

The 45,000+ members we serve are CEOs, owners and executives of SMB organizations located across the US and in 35 countries around the world. These SMB executives typically spend a day or more with Vistage every month to immerse themselves in our comprehensive platform for making better decisions, getting better results and becoming better leaders. Our platform features three core elements: valuable perspectives from a trusted group of peers, professional guidance and meeting facilitation from an accomplished business leader (the Chair), and deep insights from subject matter experts.

Vistage was founded more than 65 years ago and we've grown every year since then by innovating to stay on the cutting-edge of business and being relentless in delivering value to our members. Our success is demonstrated by the fact that Vistage member companies grow 2.2 times faster than non-Vistage peer companies. Learn more about us at

Responsibilities

Customer Relations:

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.

Collections Process:

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.

Additional Duties:

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.

Job Location

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

Compensation

$24/hr

Temporary Position

Temporary, full-time position; 32-week assignment, 40 hours per week