Full-Time Accounting & Member Operations Associate

• Payment Application: Accurately and promptly apply incoming customer payments, including checks, credit cards, and electronic transfers, to their corresponding invoices in NetSuite.
• Customer Communication: Respond to customer inquiries regarding payments, invoice discrepancies, cancellations, account balances and general document requests via email and coordinate with internal stakeholders as needed.
• Mail and Correspondence Management: Review and distribute all incoming mail, with a particular focus on organizing customer checks and financial documents. Review and action the telephone answering service messages.
• Maintain Financial Records: Maintain and update financial records and member data within our CRM (Salesforce and HubSpot).
• Reconciliation: Assist with daily and monthly reconciliation of customer accounts to ensure all payments are correctly posted and accounts are balanced.
• General Member Inquiry: Assist the Central Support Team with general member inquiries via our ticketing system, Intercom.
• Administrative Support: Provide general administrative and financial support to the Sales and Project Management teams.

• 1–3 years of accounting, bookkeeping, or finance-related administrative experience
• Familiarity with CRM systems such as Salesforce and HubSpot preferred
• Experience working with accounting or financial tools (e.g., QuickBooks, NetSuite, or similar)
• Proficiency in Microsoft Excel and Google Sheets for data tracking and reporting
• Excellent attention to detail and organizational skills
• Strong written and verbal communication skills
• A team player with a service-oriented mindset and the ability to multitask in a fast-paced environment
• Experience with Docusign, Jira, or Intercom is a plus

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