Accounts Receivable

• Manage day-to-day accounts receivable activities, including transfer, posting, and reconciliation of member invoices and payment data across Salesforce, Certinia, Cvent, and related systems
• Research and resolve unidentified or misapplied wires, ACH payments, checks, and credit card transactions
• Manage Lifetime Dues receivables, including installment monitoring, delinquency follow-up, account reconciliation, and membership conversions
• Respond to and resolve AR inquiries from members and internal stakeholders through Salesforce Service Console, email, and other channels
• Review and process member refunds with Accounts Payable
• Perform monthly AR close activities, reconcile AR aging to the general ledger, prepare supporting schedules, and investigate variances
• Monitor past-due accounts and perform collection follow-up
• Research and resolve member credit card disputes and payment issues
• Partner with General Ledger and Accounts Payable teams on reconciliation items, refunds, and other AR transactions
• Prepare and process miscellaneous invoices with appropriate documentation and accounting treatment
• Coordinate annual membership renewal billing, including system testing, invoicing accuracy, and Salesforce product configuration
• Prepare and post AR-related journal entries
• Improve AR processes, documentation, controls, and system workflows
• Support annual audits and prepare AR-related documentation and responses
• Work with IT and Finance partners to resolve system issues affecting receivables and financial data integrity
• Support Finance leadership with special projects and AR initiatives
• Ensure compliance with YPO financial policies, procedures, accounting requirements, and internal controls

Accounts Receivable Specialist

Contract Specialist

• Manage low-risk, low-dollar contracts through the entire contract lifecycle following YPO standards and service requirements
• Administer and maintain the Contract Lifecycle Management software system
• Assist the contract team with writing summaries, information gathering, and obtaining W-8 and W-9 forms from potential vendors
• Ensure all YPO logo agreements are approved by the marketing team
• Maintain contract file storage in accordance with policies and procedures
• Contribute to internal training and education on contract lifecycle and contracting processes
• Manage CLM support tickets, troubleshoot user issues, and escalate when appropriate
• Support CLM system training and provide ongoing guidance to business users
• Support continuous improvement, testing, enhancement, and documentation of CLM workflows and processes
• Provide administrative support to the department as needed
• Provide backup support for the Procurement Specialist when necessary
• Complete ad hoc reports, tasks, and projects as required