Membership Finance & Operations Specialist
The Membership Finance & Operations Specialist is responsible for executing and improving core operational processes that support the financial and administrative management of member companies. This includes preparing dues invoices and benefit statements, reviewing member-required documentation, coordinating payment processing, and maintaining accurate records across membership and financial systems. The role requires strong attention to detail, excellent organizational skills, and the ability to work cross-functional to support a high standard of member service.
Key Responsibilities
Dues Invoicing & Revenue Support
- Prepare and distribute membership dues invoices based on contractual terms and established billing schedules
- Assist in calculating dues for prospective and renewing members, ensuring alignment with organizational policies
- Maintain accurate tracking of billing and payment status and follow up on outstanding balances as needed
- Compile and maintain backup documentation for audit and financial review
- Work with Accounting / AR coordinator to get set up in members' payment portals and ensure timely and accurate processing
Member Benefit Reporting
Produce member benefit statements tailored to individual member companiesGather data from internal teams to demonstrate the value of membership across offeringsCRM & Data Management
Create and maintain member company records in the CRM, ensuring completeness and consistency across fields (e.g., billing contacts, revenue tiers, industry segments)Work with internal teams to ensure member information is accurately reflected in related systems (finance, marketing, business intelligence reporting tools)Support data quality efforts by performing regular audits and updates to member recordsDocumentation & Agreement Review
Review and process member-related documents, including NDAs, compliance forms, and special agreementsEnsure completeness, consistency, and appropriate internal approvals prior to executionCoordinate with accounting, compliance or leadership teams for any documents that fall outside standard termsVendor Payment Coordination
Prepare and submit payment requests for vendors supporting membership-related functionsEnsure timely processing and appropriate backup for accounts payableOperational Support & Data Integrity
Maintain up-to-date member records in CRM and financial systemsSupport regular reporting, reconciliations, and internal reviews of membership financialsIdentify and help implement process improvements that enhance operational efficiency and accuracyProfessional Experience and Qualifications
Bachelor's degree in Business Administration, Accounting, Finance, or a related field3+ years of experience in billing, financial operations, or membership administration; nonprofit or association experience preferredProficiency with Excel and CRM or financial platformsHigh attention to detail and strong organizational skillsExcellent written and verbal communication skillsAbility to manage multiple priorities and work effectively with cross-functional teamExperience in a dues-based or member-driven organizationFamiliarity with reviewing NDAs or standard legal agreementsStrong problem-solving skills and process orientationSalary and Total Rewards Package :
Starting pay range : $75,000 to $85,000, based on relevant experience and qualifications. Comprehensive health and wellness benefits, 401k with company match, hybrid workweek and flexible scheduling, generous paid time off program, casual dress code, incentives, and rewards.
To Apply : If your skills, experience, and enthusiasm align with the requirements and responsibilities of this position, please forward your resume with a cover letter and salary requirements to careers@ana.net . Note : only applicants who include salary requirements will be considered.