Invoice Verification & Customer Portal Management - #34279

Company Profile:

Our client is a US-based company established in 2018.  They specialize in delivering comprehensive back-office solutions for the logistics industry. They offer a wide range of services, including shipping data accuracy and validation, processing both OCR and non-OCR compatible documents, track & trace, pickup scheduling, missing document retrieval, business analytics, reporting, and transportation transaction management. By customizing their offerings to meet the unique needs of both customers and companies, they ensure efficient, streamlined operations and improved logistics performance.

As an Invoice Verification & Customer Portal Management, you are responsible for ensuring the accuracy and compliance of carrier invoices, managing the GMT Carrier Invoices mailbox, and responding to invoice status requests. You also handle the uploading of credit workbooks and the setup of new users in the Green Mountain Customer Portal. This position supports seamless financial processing, facilitates customer access to essential systems, and ensures efficient management of incoming invoice communications.

Duties and Responsibilities:

• Monitor and process carrier invoices to ensure compliance with required formats and internal standards
• Verify invoice details including shipment records, billing information, and payment accuracy
• Communicate discrepancies to the internal EDI team and escalate unresolved issues when necessary
• Manage the GMT Carrier Invoices mailbox by processing incoming invoices and escalating inquiries as needed
• Handle invoice status requests by:

• Executing SQL queries
• Formatting data in Excel
• Creating and distributing summary reports for internal stakeholders

• Manage Green Mountain Customer Portal users by:

• Setting up new accounts
• Assigning appropriate permissions
• Verifying and maintaining access settings

• Upload and validate transit schedules, ensuring data accuracy and resolving any discrepancies
• Generate functional acknowledgement summaries to support EDI transactions and facilitate invoice reconciliation
• Apply realistic solutions and problem-solving skills to meet project expectations as aligned with Prescribed Service Level Agreement (SLA)
• Review data entry error feedback and make necessary adjustments via systems, processes and/or people
• Develop a thorough working knowledge of assigned customer process in compliment with work instructions; create or modify work instructions as appropriate
• Interact with other team members on a regular basis
• Interact with Implementation/Operations Managers on a frequent basis and follow instructions timely and accurately
• Comfortable with preparing and executing presentations to include training videos or screen shares
• Maintain proficiency with assigned project tasks as part of Company’s Global Contingency Plan
• Apply realistic solutions and problem-solving skills to meet project expectations as aligned with prescribed Service Level Agreement (SLA)
• Responsible for sending status emails and maintaining minutes of meetings

Must-have Skills / Qualification:

• Bachelor’s degree in Business, Computer Science, or a related field
• 1 to 3 years of experience in logistics, operations, or financial processing
• Strong attention to detail and a high level of accuracy when reviewing financial and logistical data
• Proficiency in handling and interpreting structured data across various file formats (CSV, XLSX, DOCX, PDF)
• Proficiency in writing and executing SQL queries (required)
• Experience using Excel add-ins and SQL for efficient data analysis and reporting
• Hands-on experience with EDI (Electronic Data Interchange) systems
• Ability to follow structured procedures and systematically document findings and actions
• Experience in customer account management and system administration
• Basic understanding of logistics operations, carrier services, and financial processing workflows
• Familiarity with managing customer portals in a corporate or enterprise setting
• Excellent communication skills for internal collaboration and issue resolution