Client Success Invoice Integration Professional

Qualifications & Experience

• Operational Expertise: Experience supporting B2B invoicing operations, finance processes, or electronic invoice integrations.
• Strong understanding of invoicing workflows, billing processes, and account reconciliation.
• Experience working directly with clients to identify and implement invoicing solutions.
• Experience supporting multinational organizations and invoicing processes across multiple currencies.
• Strong organizational skills with the ability to manage multiple priorities while maintaining accuracy and attention to detail.
• Client-Facing Skills: Ability to communicate technical concepts to both technical and non-technical audiences.
• Strong verbal and written communication skills.
• Proven ability to build positive relationships with clients and internal stakeholders.
• Strong analytical and problem-solving skills with a customer-focused approach.
• Technical Experience: Preference will be given to candidates with experience in one or more of the following: Ariba, Coupa, SAP IDOC, EDI, cXML, CSV file integrations, ERP or procure-to-pay (P2P) systems.
• Experience with JIRA or similar workflow management tools is also preferred.

Key Responsibilities

• Electronic Invoicing & Integrations: Collaborate with clients to define invoicing specifications and recommend best-practice solutions.
• Configure and support electronic invoicing solutions based on client requirements.
• Support electronic invoice integrations utilizing technologies such as Ariba, Coupa, cXML, EDI, SAP IDOC, and CSV-based file exchanges.
• Execute and coordinate integration testing activities with clients, IT teams, and business partners.
• Troubleshoot transmission, configuration, and testing issues through root cause analysis and issue resolution.
• Document technical requirements, integration specifications, and process workflows.
• Audit invoice configurations and monitor invoice transmission activity to ensure successful processing.
• Team Support & Mentorship: Serve as a senior resource for Invoice Specialists by providing technical guidance, training, and coaching.
• Assist with onboarding new team members and maintaining process documentation.
• Help balance workloads and support prioritization of team activities.
• Provide escalation support for complex integration and invoicing issues.
• Share best practices and contribute to the development of team standards and procedures.
• Client Success Support: Partner with Client Success, Sales, Finance, and IT teams to support client invoicing requirements.
• Assist in resolving client invoicing concerns and transmission issues in a timely manner.
• Participate in client meetings to gather requirements, review testing results, and discuss integration solutions.
• Continuous Improvement: Reconcile monthly invoice transmission activity and resolve processing exceptions.
• Identify opportunities to improve efficiency, reduce manual effort, and enhance invoice accuracy.
• Maintain process documentation, job aids, and training materials.
• Support team initiatives focused on process standardization and operational improvement.
• Assist in evaluating new invoicing technologies, integration methods, and workflow enhancements.

Success Characteristics

• Detail-oriented and highly organized.
• Strong technical aptitude with a willingness to learn new technologies.
• Dependable and self-motivated.
• Collaborative team player who enjoys helping others succeed.
• Process-focused with a continuous improvement mindset.
• Excellent problem-solving and troubleshooting abilities.
• Consistently delivers accurate, high-quality work.