POSITION SUMMARY
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.
THE COMPANY
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 counties 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 www.vistage.com.
VISTAGE EMPLOYEE LIFE
Vistage’s success is anchored by a unique culture which reinforces employee commitment to the Vistage mission. It is a spirit of collective success and achievement which is also reflected in our workplace. Here’s a sample of the employee experience that helps drive our success:
• Welcome to our home. Our US headquarters sits in the heart of San Diego’s UTC area. It features an open, modern aesthetic with lots of collaboration spaces, free lattes and Cold-Brew on tap! From our San Diego base, we collaborate with colleagues based across the country and around the world.
• We sweat the details. Our onsite gym is decked out with Peloton bikes, a Mirror workout system and plenty of other equipment to keep your workout challenging and fresh. On-site yoga classes, chair massages and smoothie days also help to keep us focused and healthy!
• We invest in your career. Each employee has an actionable career progression plan developed through individual collaboration with their manager. We focus on promoting from within and employee progression plans are complemented by all-staff development days held in our state-of-the-art learning center as well as access to tons of individualized development resources and a tuition reimbursement program.
• We invest in you. Our employee benefits program is one of the most generous you’ll find. Fully-paid healthcare is provided for employees through Anthem Blue Cross along with access to dental, vision and life insurance coverage. Take care of your financial future with 401(k) matching funds eligibility after your first month as an employee and utilize the free individual investment counseling we provide to help you grow the money you’ve saved. You’ll also start with 16 days of paid time off per year to allow you to relax and recharge . . . employees receive additional annual paid days off based on tenure.
• We keep it fun! Whether you’re enjoying our summer baseball outing, unwinding during an employee happy hour or toasting your co-workers at our epic annual holiday party, you’ll see that we take having fun as seriously as helping our members succeed! The office vibe is business casual with flexible schedules along with freedom to work from home in bunny slippers if that’s your thing! We value mutual respect and laughter . . . we hate stiff formality. You’ll have regular access to Vistage executives—our CEO even buys everyone doughnuts several times a year to fuel his informal employee chats!
Vistage’s culture and sense of mission drives employee loyalty: more than half of our staff has been with the company for five years or longer. Are you ready to start your Vistage journey?
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.
COMPENSATION RANGE
$25 – 26/hr + Company Bonus (salary based in San Diego, CA)
JOB LOCATION
Hybrid in San Diego; 2 days onsite, 3 days offsite
