Expense Operations Specialist

TripActions Liquid is an expense and corporate card solution that eliminates the hassles of expense management while giving finance leaders real-time spend visibility and control. TripActions Liquid provides employees with a refreshingly easy way to pay for what they need while giving finance leaders one easy place to control, manage, and track spend. With physical and virtual cards, smart policy management, and automated expense reports, TripActions Liquid streamlines the entire business spending process — driving cost-savings, productivity, and compliance.

Liquid, by TripActions, is growing our team! We’re growing quickly and are looking for an Expense Operations Specialist to join the Liquid team. This is a wonderful opportunity for a customer-obsessed, operations minded, individual who likes to build and scale.

What You’ll Do:

• Master payments technologies, services, and day-to-day workflows to ensure efficiency, timely processing, quality, and mitigating risk through working cases including payment issues, disputes, account management, onboarding, and investigation
• Develop expertise in product functionality and unique customer use cases
• Triage and investigate escalations with cross functional teams including Finance, Engineering, Product, Success, and Support
• Escalate operational risks to leadership and be the subject matter expert to help drive solutions
• Achieve productivity and quality KPIs, and contribute to metrics related to workflows that you own
• Execute current processes while critically evaluating the current state to identify areas of operational improvement
• Contribute to policies, procedures, and processes; re-engineer (as needed) to maximize effectiveness and efficiency

What We’re Looking For:

• 3 years of operational experience in fintech, card payments, eCommerce, or other high growth financial services
• Strong customer focus - ability to effectively and quickly build relationships while establishing trust and respect
• Proven track record of achieving targets & KPIs in a high-growth environment
• Able to prioritize work, meet critical deadlines, and work effectively under pressure
• Excellent organizational, conceptual, listening and verbal/written communication skills
• A systems thinker who is obsessed with automating processes and reducing human involvement (including your own)
• Strong with Excel and Google sheets
• Past experience launching new processes and driving improved process maturity
• Strong sense of ownership and accountability for what you're building. A desire to seek out what’s broken and fix it
• Curious and works well under ambiguity
• Ability to establish cross functional understanding with colleagues who may not have your financial services experience
• Salesforce case management experience a plus