Membership Coordinator
Listed on 2026-10-22
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Administrative/Clerical
Office Administrator/ Coordinator, Bookkeeper/ Accounting Clerk, Finance Assistant -
Accounting
Office Administrator/ Coordinator, Accounts Receivable/ Collections, Bookkeeper/ Accounting Clerk, Finance Assistant
A mission-driven nonprofit charitable organization in Saratoga, CA is seeking a Membership Coordinator for a direct hire opportunity. This hands-on administrative support role is ideal for a detail-oriented professional who enjoys combining CRM database management, member service, financial transactions, and day-to-day office operations.
The Membership Coordinator will serve as a key front-line contact for member transactions, supporting accurate records, smooth billing processes, event registrations, donations, and administrative workflows. This is a great opportunity to join a values-based, community-focused environment with collaborative leadership, meaningful work, and a strong emphasis on service, accuracy, and operational excellence.
Key Responsibilities- Serve as the primary administrator for the membership CRM database, including member records, family units, status changes, billing cycles, payment plans, and data integrity.
- Manage member transactions, including dues billing, pledge tracking, payment posting, refunds, failed payments, donation funds, donor acknowledgments, and year-end contribution statements.
- Build and manage online event and program registration, including pricing, discounts, capacity limits, attendance tracking, cancellations, and refunds.
- Process accounts payable and accounts receivable activities, including vendor invoices, member payments, program fees, invoices, dues statements, and bank deposits.
- Generate routine membership, giving, aging, batch, and financial reports for leadership, finance, clergy, committees, and other stakeholders.
- Provide front-line office administration, respond to member inquiries, maintain organized records, coordinate with vendor support, and document CRM procedures.
- Compensation: $85,000 to $95,000 per year, commensurate with experience.
- Job type:
Direct hire. - Location:
Saratoga, CA. - Estimated role allocation:
Approximately 65% Membership/CRM, transactions, and Shul Cloud work, and approximately 35% office administration. Allocation may vary based on seasonal and organizational needs. - Benefits information was not provided.
- Manage CRM database administration, member records, billing workflows, and data integrity.
- Process membership transactions, accounts payable, accounts receivable, deposits, invoices, and routine financial reports.
- Coordinate online event registration, donation tracking, payment adjustments, donor acknowledgments, and member communications.
- Provide front-line administrative support and respond professionally to member, donor, vendor, and internal team inquiries.
- 3 to 5 years of relevant administrative, membership, CRM, nonprofit operations, accounting support, or office administration experience.
- Experience using Shul Cloud or a similar membership CRM, donor database, association management system, or nonprofit database.
- Strong data entry accuracy, organizational skills, and attention to detail.
- Familiarity with billing cycles, payment processing, deposits, invoicing, refunds, and financial recordkeeping.
- Ability to work with confidential member, donor, and financial information with discretion.
- Strong communication and customer service skills, with the ability to support members and internal stakeholders professionally.
- Comfortable learning and troubleshooting systems, documenting procedures, and coordinating with software vendor support.
- Ability to manage high-volume routine work while balancing changing priorities and seasonal deadlines.
- Experience with or similar accounts payable workflow tools is helpful.
- Experience working in a nonprofit, membership-based organization, synagogue, faith-based organization, association, school, or community-focused environment.
- Familiarity with donor acknowledgments, tax-deductible gift classification, pledge tracking, and year-end contribution statements.
- Experience supporting event registration, program fees, member versus non-member pricing, and attendance tracking.
- Working knowledge of basic accounting workflows, AP, AR, aging reports, and financial documentation practices.
- Ability to train staff or volunteers on CRM procedures and support ongoing process improvement.
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