Deductions & Claims Specialist

Aston Carter•Tampa, FL

4d•$25 - $25•Hybrid

About The Position

The Customer 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 responsible for each customer account, Accounts Receivable (AR), cross-functional supply chain teams, and Sales. The specialist investigates operational and financial discrepancies, obtains supporting documentation from internal teams, customers, or carriers as needed, 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 role is dedicated to fines and deductions resolution rather than 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 this position owns assigned deduction investigations and coordination. AR and Finance retain financial transaction processing and approval authority. The role offers cross-functional experience with supply chain and finance teams, SAP, chargebacks, OTIF/customer compliance, and dispute resolution in a large CPG environment.

Requirements

Experience with SAP S/4HANA and SAP UDM / Dispute Management.
Experience with retailer/vendor chargebacks, OTIF fines, routing-guide compliance, shortage claims, and customer dispute portals.
Approximately 25 years of relevant deductions, claims, or dispute-resolution experience.
Expertise in claims processing, deduction management, dispute resolution, and chargebacks.
Familiarity with supply chain operations.

Nice To Haves

Familiarity with High Radius or comparable claims tools.
Experience in beverage, consumer packaged goods, manufacturing, distribution, or logistics.

Responsibilities

Own assigned deduction and claims investigations from intake through documented resolution in SAP UDM Disputes, maintaining 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, coordinating next steps without taking over general account ownership.
Communicate investigation findings and recommended actions to AR, and 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, and support resolution; follow up professionally and promptly 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 deduction value while tracking validated claims, recoveries confirmed by AR, aging, 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.