Description

Job Title: Processing Representative

Bobtail is dedicated to increasing happiness by eliminating inefficiencies in the supply chain.  We envision a supply chain without friction, fraud, waste, and abuse where companies succeed based on the value they create.

We work uniquely at Bobtail, where we value teams over individuals and encourage experimentation and iteration to constantly improve.  Teams are given flexibility in working towards a shared purpose and given the freedom to decide how they will accomplish their goals.

If you are an out-of-the-box thinker that takes a proactive approach in collaborating with others to solve problems and achieve your goals – we would love to talk to you.

The things we value:

1. Mission
2. Teams over individuals
3. Collaboration
4. Communication
5. Iteration
6. Experimentation and failing fast
7. Initiative and solutions-oriented approach
8. Documentation
9. Data
10. Mental health and work-life balance
11. Diversity
12. Transparency

Requirements

• 2 years of invoice processing/accounts payable experience preferred
• Excellent English proficiency – written and verbal
• Detail and accuracy-oriented individual who enjoys investigating issues
• Relevant knowledge and experience in cloud computing – Salesforce is a plus
• You will need to be available to work Monday-Tuesday-Friday (8 hours per day)
• Ability to quickly learn new web-based technologies
• Confidence, as well as strong verbal & written communication skills when interacting with clients
• Problem solver with the ability to discover problems and find solutions to them
• A motivated, driven, self-starter…We love those with grit and accountability!

You will be responsible for:

• Review, track and approve invoices for funding
• Communicate with brokers to verify invoice details
• Collect required documents from brokers and clients
• Manage the status of invoices according to provided criteria
• Assist team members from different tiers with complex invoice issues
• Maintain broker & client relationship with consistent follow-ups to strengthen client rapport
• Document – log all communication notes in Bobtail Portal to document invoice notes.
• Communicate – We are committed to growth, so your ability to communicate users’ experiences and understand when and where to escalate is essential

Benefits

• Work from home (or wherever)
• Continues training

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