Openforce

General

• Maintain client settlement setups and process accurate, on-time settlements for an assigned book of clients and their Independent Contractors
• Ensure data integrity and payment accuracy; identify, report, and help correct errors
• Reconcile client accounts, create invoices, request funding, and request write-offs as needed
• Track outstanding invoices and partner with clients to obtain funds
• Partner with internal departments regarding delayed funding and notify affected teams and Independent Contractors
• Maintain client deductions, update client and insurance fee deductions, and provide reconciliation and deduction reports
• Communicate with client contacts regarding settlement questions and requests
• Identify, track, and follow up on settlement issues, trends, and anomalies; escalate when necessary
• Respond to and resolve Jira and Zendesk tickets within established timeframes
• Support cross-department requests such as debit pulls and insurance opt-out requests
• Collaborate with Accounting and Client Services teams
• Maintain client settlement information in Confluence
• Follow team SOPs and provide feedback on process improvements and knowledge-base gaps

Contractor Payment Specialist