TITLE: Dues Operations Analyst

DIVISION: Component Medical Society (CMS) Services

REPORTS TO: Sr. Director of Enterprise Applications and Information Services

OFFICE LOCATION: Sacramento

EXEMPTION STATUS: Non-Exempt

SALARY RANGE: $60,000-$70,000

POSITION SUMMARY:
The Dues Operations Analyst is responsible for invoicing and payment processing for membership dues on behalf of the CMA and the Component Medical Societies (CMSs), database support and administration, and other database projects as needed. General responsibilities include contact/profile management, invoice set-up, payment processing, dues posting, reconciliations, and reports. Strong interpersonal skills are required in order to provide great support and service to CMS staff. Experience with membership dues and Association Management Software (AMS) or other CRM/database is preferred; SQL report writing skills are a plus.

DUTIES/RESPONSIBILITIES

• Responsible for all phases of membership dues processing for CMA and CMSs, such as data entry, contact management, invoice setup, payment processing, A/R, roster reconciliations, data analysis, etc.

• Verify accuracy of all facets of dues processing from entry to A/R and reporting.

• Collaborate closely with external customers and internal departments to ensure accurate billing and timely payment entry.

• Investigate dues processing errors and discrepancies, making adjustments as needed.

• Develop and maintain positive relationships with other CMA departments (in particular the Finance, IS, Membership, and Governance) teams with an emphasis on data integrity, financial data and processes, membership data and analysis.

• Develop and maintain positive relationships with each of our Component Medical Societies, with an emphasis on dues processing, training, and administrative support needs.

• Create and run various membership and statistical standard reports and database queries.

• Write new and maintain department workflow and process documentation.

• Perform other related work and projects as assigned, such as database integration, retention campaign support, event registration assistance, database modules such as surveys, events, committees, email blasts/ newsletters/ campaigns, and more.

• Comply with established office procedures, rules, and company policies as outlined in the Personnel Policy Manual.

• Other duties as assigned.

KNOWLEDGE/EXPERIENCE/EDUCATION

• Bachelor’s degree or 3+ years relevant experience in A/R, payment processing, invoicing, financial data and/or other data related role.

• Proficiency with Microsoft Office Suite (Excel, Word, and PowerPoint) and Adobe Pro is required. (Such as knowledge of pivot tables, vlookup, mail merges, etc.)

• Organized and strong attention to detail and a high level of accuracy required.

• Excellent analytical, interpersonal and written/verbal communication skills, with overall business acumen and a customer service mindset.

• Ability to manage multiple assignments and effectively prioritize workload.

• AMS experience (specifically, Euclid ClearVantage AMS) or other CRM/database experience (Salesforce) is preferred.

• SQL report writing skills/ data analysis is a plus.

• Association knowledge is a plus.

• Familiarity with medical profession and/or terminology is desired.

EQUIPMENT OPERATION: Position requires operation of normal office equipment, computer, printers, photocopier, collators, multi-line phone, mobile communications tools.

PHYSICAL REQUIREMENTS: Normal office environment requirements with minimal travel.

(This job description reflects the general level and nature of the job. It is not intended to be all inclusive.)