Membership Specialist
Bay East Association of Realtors, Pleasanton, California, United States, 94566
Membership Specialist
Our mission at the Bay East Association of REALTORS is to advance members' success as real estate professionals. We are passionate about delighting our members through memorable experiences and strong community engagement. The Membership Specialist plays a key role in supporting members by managing billing and membership processes with accuracy, care, and consistency. This role is ideal for someone who enjoys being the go-to person, solving problems, working with data, and helping members feel supported and confident in their membership experience Key Responsibilities
Serve as a primary point of contact for billing and membership questions Build familiarity with membership benefits and services to better support members Support New Member Orientation and onboarding Identify trends and suggest improvements to billing and membership workflows Support communications and service suspension processes Manage annual member billing renewals and updates Process member payments and store sales accurately and efficiently Monitor and respond to inquiries from members Billing & Payments
Reconcile billing discrepancies, credits, and adjustments Assist with reporting and basic accounting tasks Prepare billing documentation for semi-annual C.A.R. approval Qualifications
Strong attention to detail and organization Friendly, clear communication and customer service skills Comfortable managing multiple priorities and working independently Proficient in Microsoft Excel, including Pivot Tables and VLOOKUP Basic accounting coursework or related experience preferred This position is required to be in the office.
Our mission at the Bay East Association of REALTORS is to advance members' success as real estate professionals. We are passionate about delighting our members through memorable experiences and strong community engagement. The Membership Specialist plays a key role in supporting members by managing billing and membership processes with accuracy, care, and consistency. This role is ideal for someone who enjoys being the go-to person, solving problems, working with data, and helping members feel supported and confident in their membership experience Key Responsibilities
Serve as a primary point of contact for billing and membership questions Build familiarity with membership benefits and services to better support members Support New Member Orientation and onboarding Identify trends and suggest improvements to billing and membership workflows Support communications and service suspension processes Manage annual member billing renewals and updates Process member payments and store sales accurately and efficiently Monitor and respond to inquiries from members Billing & Payments
Reconcile billing discrepancies, credits, and adjustments Assist with reporting and basic accounting tasks Prepare billing documentation for semi-annual C.A.R. approval Qualifications
Strong attention to detail and organization Friendly, clear communication and customer service skills Comfortable managing multiple priorities and working independently Proficient in Microsoft Excel, including Pivot Tables and VLOOKUP Basic accounting coursework or related experience preferred This position is required to be in the office.