Bill Pay Supervisor

Tag Management Inc•San Diego, CA

1d•Hybrid

About The Position

At Plumb, our Bill Pay (BP) Supervisors are resourceful problem solvers and adaptable, client-focused-minded professionals who thrive in a fast-paced working environment. BP Supervisors are detail-oriented, problem solvers that are calm under pressure, adjust to evolving client needs, and find solutions to clients’ needs and concerns. Team and Client Management – Understand the metrics of a successful, engaged team that works efficiently and effectively to provide services to our clients. Motivate and coach a team of BP Associates. Assist in onboarding new clients and cultivating long-term client relationships. Approve client check runs, oversee Plumb 7-Step Files, and review GL coding. Conduct on-going process improvement and appropriate follow-up activities to guarantee issue resolution. Prioritize and navigate complex problems, escalating as necessary for timely resolution. Team Development – Make sure your team is trained, knowledgeable, efficient, and providing the best customer service to your client base. Prioritize team workload through tasks, keeping utilization metrics consistent with goals. Provide mentorship, technical training, and individualized support to your team of client associates. Ensure clear expectations for performance are set and et, regarding client expectations, client services, and other duties as described. Resource Management –Manage expectations through detailed project management. Review and analyze invoices and expense reports for accuracy and eligibility for payment. Assist in producing cash flow management and expense reports for clients. From onboarding new clients to ensuring issues are resolved with urgency, BP Supervisors are experts at seeing beyond the numbers, providing information and solutions to the client in a concise and professional manner. Understand how the accounts payable function impacts a client’s overall financial portfolio with experience in tasks such as processing invoices, preparing cash flow statements, client bill pay, GL coding review, reconciliations and cash reporting. Think Plumb- Bring new ideas to the table that add value to our Plumb community: focus on responsive solutions that help manage client and team expectations. Model Plumb Principles in action to your team.

Requirements

At least 2 years of accounts payable and customer facing experience.
At least 1 year of supervisory experience with evidence of strong leadership capabilities.
Ability to manage and prioritize tasks simultaneously while meeting deadlines.
Organized, detail-oriented, and committed to confidentiality.
Very good communication skills (written and verbal) and presentation skills.
Ability to commute and report on-site fully for first 90 days.
Intermediate to advanced computer skills working with various office equipment, computers and programs including databases, Word, Outlook, PowerPoint, and Excel.
Familiarize with Plumb’s 13 Principles, company policies, processes, and systems.
Understand the client including needs, processes, reporting calendar, deadlines, and key deliverables.
Review recent financial reports to grasp the client’s needs.
Get up to speed with software used on a day to day basis.
Establish relationships with key stakeholders, with peers and employees.
Meet with team members to understand their roles, challenges, and expectations.
Evaluate the current financial reporting process, tools, and technologies.
Identify key areas of improvement, risk, or inefficiency.

Nice To Haves

Experience with High Net Worth families and individuals is preferred.
Extensive experience with QuickBooks Online and Bill.com is highly preferred.

Responsibilities

Motivate and coach a team of BP Associates.
Assist in onboarding new clients and cultivating long-term client relationships.
Approve client check runs, oversee Plumb 7-Step Files, and review GL coding.
Conduct on-going process improvement and appropriate follow-up activities to guarantee issue resolution.
Prioritize and navigate complex problems, escalating as necessary for timely resolution.
Prioritize team workload through tasks, keeping utilization metrics consistent with goals.
Provide mentorship, technical training, and individualized support to your team of client associates.
Ensure clear expectations for performance are set and met, regarding client expectations, client services, and other duties as described.
Review and analyze invoices and expense reports for accuracy and eligibility for payment.
Assist in producing cash flow management and expense reports for clients.
Processing invoices, preparing cash flow statements, client bill pay, GL coding review, reconciliations and cash reporting.
Bring new ideas to the table that add value to our Plumb community.
Focus on responsive solutions that help manage client and team expectations.
Model Plumb Principles in action to your team.
Begin proposing changes to streamline the bill pay process.
Propose any systems or software gaps and enhancements.
Start actively managing relationships with select client families and handle issues.
Fully own 1-5 clients including review and inquiries.
Implement and monitor process enhancements, such as improved tracking, updated reporting or automated workflows to increase efficiency.
Establish a regular reporting structure with BP Manager summarizing client satisfaction, team performance and service improvements.
Create thorough documentation on client specific processes and needs.
Fully own 5-10 clients and assist in an onboarding project.