OneSource Virtual (OSV) has helped more than 1,000 Workday customers take their teams from transactional to transformational with innovative technology and services for HR, payroll, and finance. Founded in 2008, OSV is the leading exclusive provider of Business-Process-as-a-Service (BPaaS) solutions for Workday, delivering services with unparalleled choice, unwavering commitment, and uncompromising support. OneSource Virtual's global headquarters is located in Dallas, Texas, with additional locations across North America and Europe. Find your company's solution at www.onesourcevirtual.com.
Position Summary/Objective
The FAS (Finance & Accounting Services) Invoice Pay Manager will be responsible for the Invoice Pay operation, including hiring, managing, and developing the team; monitoring and scaling the operation; process improvements; maintaining processing standards; and delivering a quality product in the customer's tenant. This position is responsible for developing key metrics to share with the leadership team and the customers during Quarterly Business Reviews.
. Essential Functions/Duties/Responsibilities
- Work with managers from other departments to ensure collaboration on shared goals and process improvement
- Identify opportunities to streamline processes, scale the operation, create metrics, and communicate success and challenges with the internal and external customers; look for opportunities to upsell the Invoice Pay customers with FAS products
- Proactively develop talent; attract, retain, and develop a diverse team that will meet the future needs of the business; set clear direction, goals, and expectations about performance.
- Onboard staff, develop and maintain training materials
- Participate in Invoice Pay kickoff meetings and customer Quarterly Business Reviews; create meaningful content that shows the value of the Invoice Pay service
- Answer Invoice Pay questions: customer health, campaign statuses, reference referrals
- Work with the leadership on the growth strategy and strategic initiatives
- Responsible for rebate monitoring and customer payments
- Process improvements to streamline and scale the operation
- Customer escalation resolution
- Rolling out new products/ enhancements: Customer adoption of new products, introduction of additional service offerings
- Maintaining relationships with 3rd parties
- Research/ Track payment-related questions/problems until resolution - Escalation
- Develop/ Maintain required documentation - Welcome Packet, Hyper care/ transition materials, Invoice Pay Reconciliation Process
- Knowledge Transfer with customers - Hyper care, new enhancement questions, OSV Support Training, OSV Atmosphere Training, Recon Process
- Develop/ review trend analysis and exception handling: Actual spend vs. contracted spend, payment type analysis (optimizing SUA), JPMC campaign spend vs. actual spend, SUA unenrollment analysis, product adoption analysis
- Daily monitoring: Ensure processing, check for exceptions - Settlements, Payment, missing memos
Competencies
- A polished communicator at the C-level and senior leadership
- Demonstrated experience scaling an operation, creating process improvements, ability to clearly explain new processes and procedures, and persuade others to accept or adapt to new processes
- Strong listening and customer service skills: desire to reduce customer effort, enhance customer experience
- Hold customers accountable to their contracts; hold timely conversations when needed
- Strong leadership skills, including coaching and mentoring
- Advanced troubleshooting, research, & analytic skills
- Strong written communication skills
- Project management skills
- Experience identifying and prioritizing solutions to complex business problems
- Strong interpersonal skills
- Process-oriented
Supervisory Responsibility
Responsible for the management of the Invoice Pay team.
Qualifications and Experience
- Experience with a large payment company a plus
- Treasury experience/payment reconciliation experience
- Process improvement/business process reengineering; project management experience
- Bachelor's degree or higher
- 5+ years of Supervisory experience preferred or equivalent experience
#LI-REMOTE
You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.