Inbound Mortgage Customer Service Specialist
Allied Solutions
Customer Support Specialist, Accounts Payable
Stampli
full-time
Posted on:
Location: Tennessee • 🇺🇸 United States
Visit company websiteJob Level
Junior
Tech Stack
ERPOracle
About the role
- Be an expert on Stampli‘s Financial Operations Platform for new and current customers
- Answer customer inquiries within Intercom promptly, efficiently, and professionally
- Support, onboard, train, and drive customer success for AP workflows
- Work directly with customers via chatbox/Intercom and manage simple integrations to accounting systems such as NetSuite, Sage Intacct and QuickBooks
- Collaborate closely with Customer Success leadership, Product, and Development teams to escalate complex issues
- Proactively explore AI-driven methods to enhance customer support efficiency and streamline invoice processing and approval workflows
- Assist customers in leveraging AI-powered features, such as Billy the Bot™, to automate invoice processing, approvals, and communications
Requirements
- Minimum 1 year Accounts Payable experience
- Background in Accounts Payable
- Excellent troubleshooting skills
- Organized, curious, and motivated to learn
- Experience with Purchase Orders
- Experience with ERPs (Sage Intacct, QuickBooks, Oracle NetSuite) — experience with at least one is a big plus
- Bachelor’s Degree or equivalent work experience
- Service oriented and collaborative
- Positive energy
- Experience nurturing relationships with vendors
- Knows their debits and credits (and has done postings before)
- Familiarity with AI-based automation tools in finance operations or a strong desire to develop expertise in enhancing AP workflows through technology
- Experience with Intercom or chat-based support and simple ERP integrations
- Agile, data-aware, and always asking “What’s a smarter way to do this?”
