Processing Representative - Contract

Posted 2 Days Ago
Be an Early Applicant
Hiring Remotely in USA
Remote
Junior
Financial Services
The Role
As a Processing Representative at Bobtail, you will review and track invoices, communicate with brokers, collect required documents, manage invoice statuses, assist team members with complex issues, and maintain client relationships through effective communication.
Summary Generated by Built In

About Bobtail

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

You should apply if you have:

  • 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
  • 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 the 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

  • Monthly Mental Break Day
  • Work from home (or wherever)

Contract

  • This will be for a 6-month period and will be reviewed at the end of it for possible extensions.

Creating a diverse and inclusive workplace is Bobtail’s nucleus. We are an equal opportunity employer and embrace people of different backgrounds, cultures, religions, national origins, races, colors, genders, gender expressions, sexual orientations, ages, marital status, veteran status, experiences, abilities and perspectives. 

Top Skills

Salesforce
The Company
HQ: Silver Spring, MD
76 Employees
On-site Workplace

What We Do

Started in 2015, Bobtail is on a mission to deliver freedom from inefficiencies in the supply chain and make people happy. Our vision is a supply chain without friction, fraud, waste, and abuse, where companies succeed based on the value they create. To help us achieve this goal, we have raised over $60 million.

We believe in people, innovation, and process. To learn more about our values , check out https://www.bobtail.com/why-bobtail

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