Sales & Settlement Specialist

Overview

The Sales & Settlement Specialist is responsible for timely validation and accurate reconciliation of non trade claims in the organization’s ERP system based on established sales contracts, aligned with department SOX controls.

This role supports all business units and departments enterprise-wide while overseeing specific strategic customers, helping maintain consistent customer relationships to ensure smooth claim processing.

Responsibilities

• Develop and maintain relationships with extended business functions and serve as the first point of contact for escalation on disputes and deduction resolution.
• Expand responsibilities to include Sales Excellence tasks and Salesforce support.
• Act as a liaison between extended business functions and customers to ensure accurate and timely completion of assigned tasks.
• Manage specific dollars, days, and quantity thresholds to execute Key Performance Indicators (KPIs) for claim processing in alignment with Finance goals.
• Support dispute and deduction settlement through periodic account reviews with the sales team and/or external customers, focusing on timely claims, trends, and other relevant concerns.
• Provide new hire onboarding and ongoing training for existing team members as needed.
• Set up manual contracts in the existing ERP tool while following appropriate SOX audit controls.
• Develop, lead, and execute cross-functional projects for invalid deductions recovery.
• Follow SOX audit compliance requirements to ensure accuracy when reviewing, processing, and exercising independent decisions that affect the business.
• Review write-off ledgers to monitor under-the-threshold dollar value short pay write-offs to ensure there are no incorrect write-offs and no revenue leakage.
• Support OSD team research and analysis of OSD claims.
• Perform other duties, analytics, and projects as assigned to support the business.

Requirements

• 3-5 years accounts receivable, credit, collections and/or trade or non-trade deduction resolution experience required.
• Research, strong problem-solving, mathematical, and analytical skills.
• Excellent written and verbal communication skills.
• Ability to maintain confidentiality.
• Proficiency with Microsoft Office, analytics, and the ability to quickly learn and utilize multiple systems and draw appropriate conclusions.
• Ability to manage multiple priorities or projects.
• Ability to work independently and as a team player, be organized, and plan ahead.
• May require presentations to Sales, internal departments, and customers.

Preferred Qualifications

• Bachelor’s degree in finance, accounting, or a related field preferred.
• Spanish knowledge is an added advantage.

Language Skills

• Effectively communicate in English verbally and in writing.
• Spanish knowledge is an added advantage.

Compensation & Benefits

• Pay Rate or Range: $53,640.00 - $80,450.00
• Health Insurance Benefits – Medical, Dental, Vision
• Flexible Spending Accounts for Health and Dependent Care, and Health Reimbursement Accounts
• Well-being programs, including companywide events and a wellness incentive program
• Paid Time Off
• Financial Wellness – Industry leading 401(k) plan with generous company contributions, Financial Planning Services, Employee Stock purchase program, and Health Savings Accounts, Life and Accident insurance
• Family-Friendly Employee events
• Employee Assistance Program services – mental health and other concierge type services
• Benefits may vary based on location, job role/level, job status, and/or the terms of any applicable collective bargaining agreements.

Location

Statewide Multi Use, WA

Work Environment & Travel

• Office / remote environment
• Travel for this role is typically 0%

Additional Information

• Anticipated Close Date: 12/25/2026
• Equal Opportunity Employer: considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, veteran status, or any other protected factor under federal, state, or local law.