Member Services - Accounts Receivable Coordinator

The essential job functions listed below represent the primary duties and responsibilities of this job. This position will work closely with the VP of Finance and the lead Administrative Assistant. Other duties and responsibilities within the scope of this job may be assigned to the employee from time to time based on the strategic and operational needs of the organization.

Essential Job Functions and Duties:

• Respond to member and corporate inquiries via email and phone related to payments and meeting registrations promptly and professionally using good judgment and grammar in all written interactions.
• Investigate member and corporate inquiries related to payments or meeting registrations, identify and document the root cause and provide timely, effective resolution.
• Document interactions, inquiries and transaction notes in member database (AMS).
• Process and apply member and corporate payments, refunds, registration changes and donations in member database (AMS) and/or Quickbooks.
• Generate transaction and registration reports from member database (AMS) and reconcile deposits to ensure all payments have been posted correctly.
• Create annual dues statements and other invoices as required.
• Maintain and update member profiles in member database (AMS) to mitigate duplicate records.
• Monitor and research returned correspondence and update contact information in member database (AMS).
• Provide virtual and onsite registration and member services support at both the Business of Retina Meeting and the Annual Meeting to include non-member approvals.
• Monitor general email inboxes and disburse member email inquiries to the correct staff person.
• Set up, monitor and manage phone tree to ensure that phone calls are routed directly to the correct staff person.
• Receive and route all general main line phone calls to the correct staff person.
• Additional tasks, as assigned.