Validation Services Representative

ClassWallet, a leading financial technology company in the United States, is seeking to hire a Director, Solution Engineering to join our team.
At ClassWallet, our purpose is to simplify how organizations empower their employees with spending autonomy in order to improve outcomes and foster a culture of trust while minimizing fraud. We strive to be the leading financial technology platform for discretionary spend management in the US. Our founder, Jamie Rosenberg, created (url removed), and through that, he recognized the difficulty in getting funding to teachers and schools and tracking it. This understanding and obsession with solving this problem is what drives our culture and mission as a company. We aim to simplify the incredibly frustrating process of solving for classroom needs so that everyone involved in education can have more time to focus on the most important aspects - educating our students and creating a positive learning environment.
ClassWallet is seeking a Validation Services Representative looking to get in on the ground floor of a rapidly growing company located in South Florida. ClassWallet was established with the vision of simplifying the way education dollars are managed and tracked, providing more efficiency, time, and cost savings for business officers to educators to parents and everyone in between. Our unique platform combines the power of digital wallet technology, integrated ACH capabilities, ecommerce marketplace and reloadable debit cards. Clients can disburse, track, and reconcile funds in a completely automated, paperless manner saving countless time and overhead costs, and dramatically improving the audit trail. Today, we are an industry-leading funds management and tracking platform, serving some of the largest organizations in the country.
About the Role
We’re looking for an energetic, motivated self-starter to assist ClassWallet clients with transactional review. As a Validation Services Representative, you have a genuine passion for our customers, their users and helping them receive the most out of their funds. Approval Services Representatives at ClassWallet are passionate about technology and improving processes for users to get the services and/or items they need.
Success as a Validation Services Representative plays an integral part of ClassWallet’s overall success. The Validation Services Representative will be responsible for reviewing orders, payments and reimbursements for a portfolio of assigned customers – including school districts, education foundations, schools and state government agencies. The Validation Services Representative's role is to adhere to client policy, verify transactions for completeness, and approve/reject pending customer transactions. You will work with customer admins and assist multiple customers with spending their funds through order/payment/reimbursement requests.
In this role, you will also liaise with cross-functional internal teams (including Customer Service, Account Operations, and Product Development departments) to improve the entire customer experience and contribute to the development of our application. Communication and teamwork are key. Teamwork makes the dreamwork!
RESPONSIBILITIES
Process transactions in a timely manner with high levels of accuracy
Review all transactions for completeness and required information
Follow all program policies and procedures for each individual organization
Elevate any transactions with user comment or other issues as needed to CW Admin
Collaborate with client admins and approval team to assist with questions or issues
Keep current on product updates, improvements, and changes regarding transaction queue
Identify and define any bugs and effectively communicate issue with CW Admin
Requirements
BA/BS degree
A minimum of 2 years related work experience
Proven ability to manage multiple projects and customers concurrently
Solid experience with Microsoft Office Suite, Google Apps, and help desk support software
Skills
Excellent attention to detail
Critical thinking and problem-solving skills
Exceptional verbal and written communication skills
Strong project management, time management and organizational skills
Key Characteristic
Positive attitude
Exceptional work ethic
Collaborative mindset
Personable and approachable
Natural relationship builder with integrity, reliability, and maturity
Benefits
ClassWallet is a positive, family-oriented team environment. Our focus is on encouragement, positive reinforcement, and gratitude. We work hard and are highly motivated to win but with a healthy perspective on life.
We offer an excellent salary and benefits commensurate with experience.
(url removed) is proud to be an Equal Opportunity Employer. Applicants are considered for all positions without regard to race, color, religion, sex, national origin, age, disability, sexual orientation, marital or veteran status.