Sales & Settlement Specialist
About The Position
The Sales and Settlement Specialist is responsible for timely validation and accurate reconciliation of non-trade claims in Lamb Weston’s ERP system based on established sales contracts and in alignment with department SOX controls. The role supports business units and departments across the enterprise while overseeing specific strategic customers and maintaining consistent customer relationships to facilitate processing. The Specialist works with internal business functions, customers, and Acxion to resolve disputes and deductions, process claims, and meet Finance-aligned performance goals. The role also supports Sales Excellence and Salesforce activities, provides onboarding and ongoing training, reviews write-off ledgers, researches OSD claims, and leads cross-functional projects to recover invalid deductions. It requires sound judgment, confidentiality, effective communication, and the ability to manage multiple priorities independently and collaboratively. The role is performed in an office or remote environment, with most work taking place in a temperature-controlled office. Travel is typically 0%, though some travel may be required.
Requirements
- At least 3 years of experience in accounts receivable, credit, collections, trade or non-trade deductions, or dispute resolution; the job description also states 3–5 years of relevant experience is required.
- Strong analytical, mathematical, research, and problem-solving skills.
- Excellent verbal, written, and interpersonal communication skills; fluency in English is required.
- Ability to maintain confidentiality and exercise sound judgment.
- Proficiency in Microsoft Office and the ability to quickly learn and use multiple business systems.
- Ability to analyze data, identify trends, and make informed recommendations.
- Strong organizational skills and the ability to manage multiple priorities and deadlines.
- Ability to work independently and collaboratively as part of a team.
- Ability to plan ahead.
- Bachelor’s degree in Finance, Accounting, Business, or a related field is preferred.
Nice To Haves
- Spanish language proficiency.
- Bachelor’s degree in Finance, Accounting, Business, or a related field.
- Experience presenting information and recommendations to sales teams, internal stakeholders, and customers.
Responsibilities
- Develop and maintain relationships with extended Lamb Weston business functions and serve as the first point of contact for escalations involving disputes and deduction resolution.
- Expand the role to include Sales Excellence tasks and Salesforce support.
- Liaise among internal business functions, customers, and Acxion to ensure assigned tasks are completed accurately and on time.
- Meet established claim-processing KPIs by managing specified dollar, days, and quantity thresholds in alignment with Finance goals.
- Support Acxion in dispute and deduction settlement through periodic account reviews with sales teams or external customers, covering timely claims, trends, and relevant concerns.
- Provide new-hire onboarding and develop ongoing training for existing team members as needed.
- Set up manual contracts in the existing ERP tool while following appropriate SOX audit controls.
- Develop, lead, and execute cross-functional projects to recover invalid deductions.
- Follow SOX audit compliance requirements when reviewing and processing claims and exercising independent judgment on matters affecting the business.
- Review write-off ledgers and monitor below-threshold short-pay write-offs to identify incorrect write-offs and prevent revenue leakage.
- Support the OSD team with research and analysis of OSD claims.
- Complete other duties, analytics, and projects as assigned to support the business.
- Present information and recommendations to sales teams, internal departments, and customers as needed.
Benefits
- Medical, dental, and vision insurance.
- Flexible Spending Accounts for health and dependent care, Health Reimbursement Accounts, and Health Savings Accounts.
- Well-being programs, including companywide events and a wellness incentive program.
- Paid time off.
- 401(k) plan with company contributions.
- Financial planning services.
- Employee stock purchase program.
- Life and accident insurance.
- Family-friendly employee events.
- Employee Assistance Program services, including mental health and concierge-type services.
- Compensation and bonus incentive programs.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
