Data Entry/Payment Prcoessing

Hybrid - On Site on Wednesdays only Position Overview and Responsibilities: The role centers on data entry within the CDM module, with responsibilities including reviewing customer payment information, researching payment application, and supporting team members with similar tasks; Kathryn facilitated the discussion and invited questions from suppliers. Daily Tasks Description: the primary responsibility for the position is data entry in the CDM module, which involves reviewing customer payment information and using internal systems to determine where payments should be applied; the work is repetitive and requires attention to detail. Additional Responsibilities: while the main focus is on CDM data entry, the individual may occasionally assist with other payment research tasks for team members, but these tasks will be similar in nature to the primary role. Required Skills and Experience: need for candidates to be detail-oriented, precise, and flexible, with basic Excel skills such as VLOOKUP, sorting, and filtering; the ability to work independently for extended periods and to switch between tasks as needed was also highlighted. Hybrid Work Arrangement: the position is hybrid, requiring the individual to work in the office one day per week on Wednesdays. Preferred Candidate Background and Experience: preference for candidates with a few years of experience, ideally with a background in finance, accounts payable, or receivables, but clarified that there is no strict industry preference and candidates from various sectors have been successful. Systems and Tools Used: the main systems used in the role, including Remitco for data entry, Genesis for customer information, and CAD for research, and confirmed that training will be provided for these internal tools. Primary Systems Overview: Remitco is the main platform for data entry, Genesis is used for accessing customer information, and CAD is a research tool for looking up customer details; all are proprietary internal systems. Training Provision: new hires will receive training on all internal systems, as these tools are unique to the organization and not widely known externally. the training process for new hires, which involves shadowing a senior team member, hands-on practice, ongoing support via group chat, and daily check-ins, with the training period typically lasting two to three weeks depending on the individual's learning pace. initial training consists of observing a senior employee working in the CDM platform, followed by the trainee performing tasks under supervision, with guidance and tips provided throughout. Education Requirements: a bachelor's degree is the minimum education requirement for the position.  

Created: 2026-04-03