What are the responsibilities and job description for the Member Records and Accounts Receivable Manager position at The Honor Society of Phi Kappa Phi?
MEMBER RECORDS AND ACCOUNTS RECEIVABLE MANAGER
Immediate Supervisor: Director of Finance/Controller
Status: Full-time exempt (37.5 hours per week)
Work Location: Hybrid schedule requiring three days per week in the Baton Rouge, La. office and two remote workdays
Compensation: TBD based on experience
Benefits: Health, dental, vision, life, 401(k) retirement plan, vacation/sick leave
To apply: Send resume and cover letter to careers@phikappaphi.org
Position Description: Management of (1) Member services and support, (2) Member records integrity including member/donor data entry, data updates, and deposits for new member initiates, renewals, donors, chapters, and other constituents.
Key Responsibilities:
Member Services/Support
- Respond promptly to member and donor requests via email and phone, including requests for information, receipts, and documentation.
- Update contact information, anniversary dates, and other demographic information for new and existing members.
- Coordinate the replacement of member certificates and/or pins as needed, including documentation, production, printing, and shipping.
New Initiates and Renewals
- Manage and reconcile daily member imports from various sources (online website, direct mail, and bank lockbox) to Phi Kappa Phi’s association management system (Salesforce).
- Ensure member data and deposits are accurate and current.
- Manage data entry, credit card payments, and remote bank deposits from external sources.
- Perform daily reconciliation of member transactions and deposits in collaboration with the Accountant.
- Process member and donor refunds and account adjustments as needed.
Chapters
- Data entry and deposits for chapter payments.
- Manage institutional invoicing and payment processing for prospective chapters in accordance with the chapter petitioning process.
Donors/fundraising
- Enter, process, and track charitable donations across multiple campaigns, funds, and payment methods.
- Prepare and mail donor tax receipts and acknowledgment letters.
Monthly/Annual Closings
- In coordination with the Finance team, perform monthly reconciliation of deposit batches from initiates, renewals, chapters, and donors against bank activity.
Perform other duties as assigned by the Director of Finance/Controller and Chief Financial Officer
Required experience:
- Experience in customer service and/or member support
- Experience in data entry
- Must be located in commutable distance to Baton Rouge, Louisiana, United States
Preferred experience:
- 2-5 years of experience in managing member records and accounts receivable
- Experience with association management systems like Salesforce
- Experience in managing and reconciling daily member imports from various sources
- Experience in processing member and donor refunds and account adjustments
- Experience in managing institutional invoicing and payment processing for prospective chapters
- Experience in entering, processing, and tracking charitable donations across multiple campaigns