Deductions & Claims Specialist
About The Position
The Deductions & Claims Specialist focuses on researching, validating, coordinating disputes, and resolving customer fines, deductions, chargebacks, and claims related to customer orders. This internally focused role manages assigned cases in the SAP UDM Disputes module and works closely with the Customer Supply Chain Specialist who owns each customer account, the Accounts Receivable (AR) team, cross-functional supply chain teams, and Sales. The specialist investigates operational and financial discrepancies, gathers supporting documentation, establishes root causes, and drives timely case resolution. This is not a collections or cash-application position. AR retains ownership of collections, payment posting, and financial accounting decisions. The position is dedicated to fines and deductions resolution—not general order entry, ongoing account management, or independently authorizing credits or write-offs. The account-owning Customer Supply Chain Specialist remains the customer account operational owner, while AR/Finance retain financial transaction processing and approval authority. The role is based in Tampa, Florida, and is hybrid. It offers cross-functional work across supply chain and finance and experience with SAP, chargebacks, OTIF/customer compliance, and dispute resolution in a large Consumer Packaged Goods environment.
Requirements
- Experience with SAP S/4HANA and SAP UDM / Dispute Management; familiarity with High Radius or comparable claims tools.
- Experience with retailer/vendor chargebacks, OTIF fines, routing-guide compliance, shortage claims, and customer dispute portals.
- Experience in beverage, consumer packaged goods, manufacturing, distribution, or logistics.
- Approximately 25 years of relevant deductions, claims, or dispute-resolution experience, as stated in the posting.
- Expertise in claims processing, deduction management, dispute resolution, and chargebacks.
- Familiarity with supply chain operations.
Responsibilities
- Own assigned deduction and claims investigations from intake through documented resolution in SAP UDM Disputes, maintaining accurate case status, evidence, notes, follow-up actions, and closure rationale.
- Investigate customer fines, penalties, shortages, pricing or invoice discrepancies, delivery failures, missed appointments, routing-guide violations, and ASN/EDI or other compliance-related claims.
- Trace claims through purchase orders, SAP sales orders, deliveries, billing documents, shipment records, payment and deduction details, and applicable customer requirements.
- Gather and evaluate invoices, bills of lading (BOL), proof of delivery (POD), carrier records, appointment records, ASN information, customer correspondence, and other supporting evidence.
- Work with the Supply Chain Specialist who owns the affected customer account to obtain account history, operational context, and documentation, and coordinate next steps without taking over general account ownership.
- Communicate investigation findings and recommended actions to AR; coordinate dispute submissions, credit requests, adjustments, and final disposition under established approval and ownership processes.
- Contact customers and carriers as needed to request missing documents, clarify facts, support resolution, and document communications in the case.
- Determine whether claims are valid, invalid, or pending additional evidence, documenting root cause, responsible function, and recommended resolution.
- Prioritize aged and high-value cases, monitor customer dispute deadlines, escalate stalled investigations, and reduce open disputed value and aging while tracking validated claims, recoveries confirmed by AR, and closure trends.
- Provide recurring progress reporting to Supply Chain Customer Experience leadership.
- Identify recurring issues and recommend preventive improvements with Transportation, Warehousing, Planning, Finance, AR, and the Customer Supply Chain Team.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Critical illness coverage
- Accident coverage
- Hospital coverage
- 401(k) retirement plan with pre-tax and Roth post-tax contributions available
- Life insurance, including voluntary life and AD&D for the employee and dependents
- Short- and long-term disability coverage
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time off/leave, including PTO, vacation, or sick leave
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What This Job Offers
Education Level
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