Field Representative II, Admin MS Onsite

Field Representative II, Admin MS Onsite Position Profile

The Field Representative II performs analytical and interpretive tasks related to financial and expense transactions. This role requires prioritization of tasks to meet daily, weekly, and monthly KPIs. Responsibilities include customer service and communication, training internal staff, maintaining proficiency in legacy tools and systems, analysis and problem resolution, escalation, and data analysis. The position involves close collaboration with other departmental representatives for analysis, review, escalation, and resolution. Excellent customer service and follow-up skills are essential.

Job Duties and Responsibilities

• Receive customer requests and inquiries via phone, email, and instant messenger, responding within established timelines.
• Create, monitor, update, and close employee profiles within the customer’s travel and expense database and other financial systems.
• Perform research and analysis using tools such as Concur, Citibank, and online resources.
• Understand and effectively communicate customer policies to external stakeholders.
• Troubleshoot and resolve intermediate and advanced Concur and expense-related issues, or escalate as needed.
• Maintain related files and control records in accordance with customer internal controls.
• Interact regularly with all levels of employees within the customer organization (Executive, Treasury, Corporate Compliance, HR, Legal, etc.).
• Assist customers in reconciling corporate card accounts and other financial transactions.
• Provide excellent customer service and training to both internal and external customers.
• Adhere to Ricoh and customer policies and procedures.
• Perform other duties as assigned.

Qualifications (Education, Experience, and Certifications)

• Intermediate to advanced knowledge of Microsoft Outlook, Excel, and Word.
• Associate’s degree or equivalent work experience.
• Previous customer care and/or technical support experience preferred.
• Demonstrated ability to deliver high-level customer service with effective verbal and written communication.
• Excellent attention to detail.
• Strong analytical and organizational skills with the ability to identify discrepancies.

Knowledge, Skills, and Abilities

• Ability to multitask and manage a fluctuating workload.
• Effective decision-making skills.
• Ability to work in a fast-paced environment with high accuracy and minimal supervision.
• Ability to work independently and collaboratively.
• Ability to prioritize, organize, and accomplish tasks effectively.
• Strong analytical and organizational capabilities.
• Ability to understand general instructions and convey diversified information to a broad audience.

Working Conditions, Mental and Physical Demands

• Typically works in an office environment with standard lighting, ventilation, and noise levels.
• Daily contact with internal and external customers is required.
• Occasional stress due to high-volume call center environment and workload pressures.
• Work assignments are diversified and may involve unique problem-solving.
• Ability to review and understand general instructions and communicate effectively across various audiences.

Note: The above statements describe the general nature and level of work performed. They are not intended to be an exhaustive list of all responsibilities, skills, efforts, or working conditions associated with the role.

 

Come Create at Ricoh:

If you are seeking a team driven by passion and purpose, come create with us at Ricoh. We are a team of information seekers and customer-obsessed collaborators who aspire to deliver the services, solutions, and technologies that empower business success. We are looking for talented, inspired individuals to join us to help drive high-performance team and our commitment to excellence.

Ricoh is an integrated solutions provider and partner that connects people and technology, creates outstanding customer experiences, and delivers innovation for businesses worldwide. We empower digital workplaces by enabling individuals to work smarter from any location and harness the power of information—how it is collected, stored, managed, and shared—to unlock the potential in every organization. We deliver services and technologies that inspire our customers’ success and guide them toward a better and more sustainable future. If you are seeking a purpose-driven and passionate team, come create with us, and help drive our high-performance culture of excellence into tomorrow.

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