Payment Operations Analyst
Plate IQ helps fast growing businesses automate accounts payables on their terms. We simplify everything from invoice management to payments for both recurring and one-off expenses with a cloud-first approach that enables remote work. Plate IQ’s AP Automation and VendorPay Network helps businesses pay and get paid faster.
At Plate IQ, passion generates excitement for what we do and how we do it. With passion at the heart of everything we do, we nurture ideas, inspire excellence, and find creative ways to eliminate obstacles for cultivating growth. The positive attitude with which we assist one another develops open, honest, and genuine connections. Above all, we celebrate and embrace our differences. We invest in each other because we win or lose as a team.
Our values are at the center of our company and culture. At Plate IQ, we value: Growth, Customer Focus, Innovation, Accountability, and Communication.
The Role
We are looking for an energetic, highly motivated Payment Operations Analyst to engage with and support Plate IQ clients on a daily basis. You'll engage with customers, providing email/phone/zoom support to answer client inquiries related to payment transactions. You will interface with other Plate IQ teams including Account Management, Product, and Engineering while providing world class client service.
The salary for this role is: $50,000
Key Responsibilities
- Use investigative skills and product knowledge to troubleshoot client inquiries related to virtual card, ACH, and check payments that a client has facilitated via Plate IQ
- Respond to client inquiries related to enrolling client bank accounts and connecting to client vendors
- Assist in the vendor enrollment process and answer any vendor questions intent to enable more client vendors to receive payments from Plate IQ clients, as appropriate
- Assist the Risk Management team to facilitate clients through KYC/KYB processes and account transaction limits in accordance with regulatory requirements
- Prioritize customers' support requests based on service priority and professional judgment
- Serve as a feedback loop from clients about potential product enhancements
- Serve as an escalation point for any client inquiries requiring further involvement from other Plate IQ teams (e.g. Account Management, Product, and Engineering)
- Develop client relationships and identify opportunities to deliver more value to specific accounts
Ingredients
- Self-motivated personality, excellent problem-solving skills, and very detail oriented in daily work
- Quick learner with ability to juggle competing priorities in a fast-paced environment
- Exposure with SaaS offerings and interest in supporting client relationships
- Familiarity with customer service software (e.g. Freshdesk, Zendesk, Jira, etc.)
- Exposure to Fintech platforms and payment workflows (e.g. credit card, ACH, & check)
- Undergraduate degree with concentration in business, finance, or similar field
- Excellent verbal and written communication skills
A Recipe For Total Rewards
We care deeply about making Plate IQ an incredible place to work and invest a significant amount of time and energy into creating and maintaining a company culture that provides our team with a generous level of support whilst inspiring them to do their best work.
The specific benefits/perks we offer are continually evolving, but currently include:
- Compensation $50K
- Work from home in an energetic remote-first environment that supports flexible working hours and understands work-life balance.
- Competitive salary based on skills & experience.
- Medical, Dental, Vision and other Company-Subsidized Benefits for you and your family.
- Employer sponsored 401(k) with company match.
- Paid Time Off (and the encouragement to use it).
- Annual company retreats.
- Promote from within philosophy.
Beyond the tangible benefits though:
- You will be part of a growing team, at a pinnacle moment of scale for the business, and experience the excitement of working in a startup where each action makes a huge difference.
- You will have the agency to solve difficult problems creatively, the freedom to explore work that inspires you, and infrastructure to ensure you're constantly challenged and developing.
- You will work with sharp, passionate teammates solving some of the most unique challenges and positioning our product as a premier finance automation solution.
- Our commitment to empowering a diverse and inclusive workforce, celebrating differences, and creating a safe space for our employees to bring their whole selves to work is second to none.
- We are transforming entire industries using innovative technology including Artificial Intelligence, Payment Tech, and Neural Networks.
- Our leaders lead with a people-first approach; inspiring excellence, nurturing ideas, and finding creative ways to eliminate obstacles for cultivating growth.
- We truly love what we do and who we do it with - and we think you will too!
Plate IQ is an equal opportunity employer that is committed to diversity and inclusion. We do not discriminate based on race, color, national origin, religion, gender, gender expression, sexual orientation, age, veteran status, disability status, or marital status. If you are excited about the role but do not meet 100% of the qualifications listed above, we encourage you to apply. Nothing in this job posting should be construed as an offer or guarantee of employment.
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About Plate IQ
Plate IQ is Automated Accounts Payable.
Automated AP software replaces manual data entry by digitizing your invoices down to the line item, automatically assigning them to your proper GL codes, and syncing the information to your accounting software.
Plate IQ also offers one-click bill pay, advanced approval workflows, expense management, and cloud-based data storage that allows you to go paperless, and work together remotely over multiple time zones.