Reconciliation & Payments Specialist

Overview

This is a hands-on reconciliation and collections role within the organization’s Billing & Collections team. You will ensure that every incoming payment is matched against what the customer was actually invoiced. The work is detailed, largely spreadsheet-based, and accuracy matters.

Responsibilities

• Reconcile customer payments against invoices across the full customer base, from SMB to Enterprise accounts.
• Match every incoming payment to the amount the customer was actually invoiced and close the loop between payment received and invoice issued.
• Investigate every unmatched, partial, or unexpected item to identify root cause.
• Track what each customer owes, confirm the debt has been paid, and follow up until each item is fully resolved, including items that remain open past month-end.
• Own accounts end to end to ensure reconciliations are clean, correct, and complete (not just started).
• Maintain clear, well-documented working papers so others can understand how balances were reached.

Working Across the Systems

• Perform the majority of the work in Excel (pivot tables, lookups, and large data sets).
• Pull and cross-check data across multiple systems where data may be broken, incomplete, or inconsistent.
• Verify discrepancies instead of assuming—when two numbers don’t agree, investigate and resolve.
• Drive discrepancies to a clean, correct outcome.

Communication & Responsiveness

• Respond to internal stakeholders who rely on your work across Billing, Finance, Operations, and Customer Success.
• Coordinate across the team using Slack, monday.com, and email; participate in customer calls when it’s the fastest way to resolve an issue.
• Explain billing and reconciliation issues in clear, plain language to people who aren’t in finance, including customers.

Making the Work Smarter (Over Time)

• Identify manual, repetitive steps that should be improved.
• Use AI tools (including Claude) to speed up reconciliation and reduce manual effort over time. Prior automation experience is not required.

Requirements

• 2+ years of experience in reconciliation, collections, billing, or accounts receivable — ideally in fintech, SaaS, or eCommerce.
• Demonstrated ownership mindset: takes responsibility for accounts and does not consider items resolved until they are genuinely closed.
• Persistence to stay on unpaid or unreconciled items until closed, including well after month-end.
• Strong Excel skills, including pivot tables, VLOOKUP/XLOOKUP, SUMIFS, and work with large data sets.
• Critical eye for data: comfortable working across multiple systems with broken or inconsistent data and instinctively verifying rather than assuming.
• Strong attention to detail and ability to spot when two numbers don’t agree and drive discrepancies to zero.
• Responsive and easy to work with: comfortable fielding requests across Slack, monday.com, email, and occasional customer calls.
• Clear communication: able to explain reconciliation or billing issues simply to people who aren’t in finance, including customers.
• Interest in doing the work smarter using AI tools (Claude included). Prior automation experience is not required.
• Native or near-native English with clear, professional written and verbal communication.
• Comfortable working with customers of all sizes, from SMB to Enterprise.
• Familiarity with chargebacks, payment disputes, or PSP data (advantage).

Compensation & Benefits

• Not specified.

Location

• Full-time, Remote position.