HeadQuarters

Operations

• Apply incoming customer payments accurately and on time
• Review payment and remittance details to match payments to customer accounts and invoices
• Research unapplied or misapplied cash and other payment discrepancies
• Assist with short payments, overpayments, credits, and deductions
• Maintain payment documentation, including ACH remittances and check support
• Reconcile customer accounts and payment activity
• Collaborate with Collections, Accounting, Sales, and other teams to resolve payment questions
• Update internal systems with accurate payment information and notes
• Support basic Cash Application and unapplied cash reports
• Follow established Cash Application procedures and internal controls
• Request additional remittance information from internal teams or customers
• Escalate complex payment issues to the appropriate team member or supervisor
• Complete required financial and compliance forms according to company procedures
• Perform basic customer credit verification and review supporting documentation

Cash Application Operations Associate

Solutions Engineer

• Join customer discovery calls to understand workflows, systems, data, and pain points
• Learn frontline processes, rules, and exceptions and translate them into explicit logic
• Assess technical feasibility and determine where human review should remain in the loop
• Translate customer needs into solution designs, estimates, and scope
• Build proofs of concept and customer demos
• Estimate model usage, infrastructure, and maintenance costs
• Design, build, and deploy AI agents and automations for multi-step customer operations workflows
• Integrate CRMs, ERPs, accounting platforms, email, messaging, and document storage using APIs or browser automation
• Write production-quality Python for integrations, data transformation, and agent tooling
• Use SQL to validate outputs, reconcile records, and measure accuracy
• Implement error handling, retries, idempotency, logging, alerting, and graceful fallbacks
• Create testing and evaluation processes, regression checks, and accuracy tracking
• Architect isolated customer data, credentials, and permissions
• Hand off live agents to Operations Managers with runbooks, dashboards, review queues, and escalation paths
• Train Operations Managers to supervise agent output and handle routine exceptions
• Serve as technical escalation point for agent failures and customer system changes
• Build reusable components, templates, and deployment patterns
• Measure and report customer impact, including hours saved, turnaround time, error rates, and cost per run
• Establish workflow baselines and deliver sustained measurable improvements
• Shorten time from signed agreement to measurable customer results
• Support renewals and expansions through durable customer outcomes

Cash Application Operations Associate

AI Solutions Engineer – Agents & Automation