Travel & Expense Client Support Specialist

Required Qualifications (as evidenced by an attached resume): 
Bachelor's degree (foreign equivalent or higher). In lieu of a Bachelor’s degree, an Associate’s degree and two (2) years of directly related full-time experience may be considered. Two (2) years full-time professional work experience in accounts payable, accounting, procurement, customer service, or a finance-related field. Proficiency in Microsoft Office Suite and/or Google Workspace.

Preferred Qualifications: 
Bachelor's degree (foreign equivalent or higher) in Accounting, Business, or a Finance-related field. Three (3) years of full-time work experience in accounts payable, accounting, procurement, customer service, or a finance-related field. Experience in higher education, public sector, and/or a unionized setting. Experience working with a travel and/or expense management program or company. Experience working with the Concur Travel & Expense system. 

Brief Description of Duties: 
The Travel & Expense Client Support Specialist reports to the Assistant Director of Procurement, Travel & Card Programs, and delivers excellent customer service, providing administrative and technical support to Stony Brook University, Medical Center, and Long Island State Veterans Home (LISVH) faculty/staff/students. The Specialist must have strong problem resolution and trouble-shooting skills, be able to work independently, simultaneously manage multiple priorities and tasks, and must display high levels of discretion and confidentiality. 
 

• Concur Administration: 
  • Assist in the expansion of the Concur T&E system, working with Concur consultants and IT partners. 
  • Perform configuration tests before implementing on the production site of the T&E system. 
  • Assist in maintaining configurations of the Concur T&E system, including, but not limited to, loading Graduate Student Assistant (GSA) per diems and IRS mileage rates. 
  • Build a solid relationship with the University’s Travel Management Company (TMC) and assist in expanding the use of the on-line booking tool. 

• Concur Client Support: 
  • Serve as a Subject-Matter Expert (SME) regarding all aspects of the Concur Travel & Expense (T&E) system. 
  • Assist in handling Concur Travel & Expense technical support issues via phone, email, and chat submissions, and escalate cases to Concur where necessary. 
  • Communicate and build a solid relationship with SBU’s Division of Information Technology (DoIT) department, working collaboratively towards the resolution of technical integration issues. 
  • Respond to T&E issues/inquiries regarding pre-approvals, employee reimbursements, reconciliations, booking, etc. 
  • Create, maintain, and monitor a log of all system issues to analyze for proficiency. 
  • Ensure issues are being addressed in a timely manner and followed through to resolution. 
  • Assist in monitoring travel systems for the successful integration of expense reports to Enterprise Resource Planning (ERP) systems. 
  • Assist in handling supplier file issues related to the T&E system. 
  • Help employees navigate through the on-line booking tool while fielding policy driven booking questions. 

• Concur Training: 
  • Assist in training stakeholders on features and functions of the Concur Request, Expense, and On-Line booking modules, promoting a positive experience. 
  • Assist in developing and updating T&E training materials and user guides. 
  • Assist in maintaining accurate, up-to-date information on the T&E website to ensure stakeholders are informed of changes to policies and procedures. 
    
• Compliance Management: 
  • Assist in the review and approval of employee travel expense reports in accordance with guidelines using the Concur system. 

• Additional Duties & Responsibilities as Assigned: 
  • Other duties or projects assigned as ap