SaaS Operations Associate

San Mateo, CA, United States of America

Position: SaaS Operations Associate 

General Summary

The SaaS operations associate is expected to work across all product lines that Corpay Complete provides System Implementations, Product Development, QA, Customer Success, Sales & Marketing & internal operations including revenue. This position requires a basic understanding of accounting principles and strong operational background gained through attainment of a 4-year Bachelors degree in finance, accounting, or related business field from a nationally accredited educational institution. In an environment of reduced supervision, the Experienced Associate exercises independent discretion and judgment in applying data manipulation, business processes and procedures, establishment of work programs and preparing summaries of information. The Experienced Associate will be involved in a number of special projects which will be pervasive and will provide opportunity to grow within our organization and work in areas not traditionally available. 

Knowledge/Skills 

1. Strong analytical and independent problem solving skills required to evaluate gaps in data, efficiencies, customer pain points and the best way to qa the Corpay Complete system.

 2. Effective written and verbal communication skills are necessary to present relevant information to management and senior client representatives.

3. Strong personal computer skills (Excel, Word and PowerPoint) are required to perform analyses and communicate information to various constituents.

4. Knowledge of accounting, financial reporting and financial analysis usually acquired through related work experience in increasingly complex roles is required.

5. Strong interpersonal and partnering skills to develop working relationships with partners across operating business and support functions.

6. Demonstrated ability to drive change and improve processes.

7. Self motivator and ambition is highly desirable.

8. Strong data manipulation skills – SQL, Datagrip, Access, 

10. Systems knowledge 

Essential Functions and Duties: 

• Conduct operational projects including, prod dev, QA, data analytics and project scoping with Accrualify’s key clients.

• Support Senior Managers with technical advice and analytical projects.

• Participate in diligence and implementation work in serving our clients.

• Formulate responses to our clients on product or technical issues and general inquiries. 

• Produce monthly reports for internal users.

• Use and develop communication skills to communicate project findings, conclusions and recommendations with peers and clients

• Participate in meetings to review and present analytical approaches and interpret results

• Apply logic and Corpay Completemethodologies to provide recommendations to clients and internal stakeholders.

• Assist corporate finance and accounting entries related to procure to pay process.

• Advise on establishing or improving internal controls to assure proper internal compliance. 

• Research and cite regulations related to accounting AP and industry trends.

• Become an expert in the Corpay Complete system and QA product releases. 

• Lead the analysis for and production of monthly/quarterly/annual transactional volume reports for communication with clients and billing purposes. 

• Participate in the deployment and customization of the Corpay Completeplatform

• Participate in the monthly/quarterly forecast process.

• Participate in further development of the Corpay Completesoftware platform. 

• Perform a key role in the overall growth, recruiting and success of Accrualify.

• Product Development – Communicate business requirements to engineers on system requirements.

• Training – Help establish customer training and Corpay Completeuniversity

• QA – Become the subject matter expert to 

Qualifications 

• B.S. in a Business Administration, Economics, Accounting, or Finance. 

• 1-2 + years of professional experience with progressive duties.

• Moderate to advanced Excel skills and SQL 

• Quantitative skills and general problem solving skills for business problems 

• Strong interpersonal and team working skills 

• Good communication skills (written and verbal) 

• Ability to learn quickly and resourcefully 

• High degree of motivation, flexibility and creativity 

• Genuine desire to work hard and progress rapidly in the startup/ software/ service profession 

• Positive attitude and strong willingness to learn from mentors and peers 

• Ability to travel (typically ~5% or less but may be higher depending on assignments)