[Hiring] Cash Applications Specialist @DEFINITI LLC

Role Description

Why join our team at Definiti? If you enjoy tackling challenges and believe in delivering exceptional client service, Definiti may be perfect for you. You can make a difference by helping to improve and secure many retirements, while also helping to grow a dynamic organization. Most roles are fully remote, so you need to be comfortable using technology, be productive in a home office with a reliable internet connection to stay in touch with your team and deliver high-quality service to our clients. Definiti supports your professional growth through comprehensive training and industry credentials and certifications.

The Cash Applications Specialist applies customer payments accurately and timely across multiple payment methods while ensuring customer accounts reflect correct balances. This role researches payment discrepancies, processes custodial payments, and supports reconciliation activities. The ideal candidate is proactive, with strong attention to detail, accuracy, and completeness, wants to be part of a growing collaborative team, and is motivated by a positive environment. Strong attention to detail, analytical skills, and Excel experience are essential.

Qualifications

• High school diploma or GED required
• Associate degree or higher preferred
• 1 Year of Billing/Accounting experience and/or industry experience required
• ERP system experience preferred, Sage Intacct desired
• Proficient with Microsoft Office (Outlook, Excel, Word)

Requirements

• Extreme attention to detail
• Ability to meet and exceed strict deadlines
• Thrives in a high growth, fast paced environment
• Excellent verbal and written communication skills
• Possess strong planning and organizational skills and manage multiple priorities simultaneously
• Ability to build rapport with others remotely while working productively with limited in-person interaction
• Access to a reliable and consistently strong, high-speed internet connection suitable for remote work
• Designate a quiet, and well-lit space free of distractions
• Be online and available to work during designated business hours in local time zone
• Accustomed to using Microsoft Teams (or similar virtual-meeting applications)
• Familiarity with file-storage and file-sharing tools such as Microsoft SharePoint

Benefits

• A virtual-first work philosophy for most jobs
• 401(k) with up to 4% match
• Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters
• 12 paid holidays, 2 paid floating holidays, and your birthday is a holiday
• Paid Parental Leave
• A variety of medical, dental and vision plan options including Definiti subsidized premiums
• Company-paid life insurance and short-term disability insurance
• Bonus plan eligibility