Role Description
The Refund Supervisor is a critical aspect of a business's operational framework, focusing on the process of handling and processing customer refunds. The Refund Compliance Supervisor is responsible for overseeing day-to-day refund operations across onshore and offshore team members, ensuring accurate, timely, and compliant processing of refund transactions. Reporting to the Refund Compliance Manager, this role provides hands-on leadership and guidance to Team Leads and frontline staff, supports process improvement efforts, and helps maintain a culture of accountability, accuracy, and compliance.
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Supervise and support a team of onshore and offshore associates, fostering a collaborative environment and ensuring daily workflows are executed accurately and on time.
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Review journal entries prepared by team members for accuracy and completeness prior to escalation for approval, ensuring adherence to accounting standards and internal controls.
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Collaborate with the Refund Compliance Manager and cross-functional teams to support the implementation of automation and standardization initiatives.
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Monitor and reinforce team performance metrics, holding Team Leads and associates accountable for daily reconciliation accuracy, reporting timelines, and compliance standards.
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Review and analyze team-generated reports and client data to identify patterns, discrepancies, and opportunities for process improvement, escalating findings to the Refund Compliance Manager as needed.
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Provide day-to-day direction and coaching to Team Leads, ensuring alignment with departmental goals and performance standards.
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Assist with onboarding, performance evaluations, and professional development of supervised staff in coordination with the Refund Compliance Manager.
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Serve as the first escalation point for complex discrepancies, payer disputes, or compliance issues raised by Team Leads, resolving when possible or escalating to the Manager as appropriate.
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Collaborate with internal teams including Accounting and Legal to support resolution of operational issues and ensure adherence to payer contracts and regulatory requirements.
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Monitor trends in refund activity at the team level, identify risk areas, and communicate findings and recommendations to the Refund Compliance Manager.
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Other duties as assigned.
Qualifications
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Bachelor's degree in Accounting, Finance, Business Administration, or equivalent work experience required.
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3+ years of refund or revenue cycle experience.
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2+ years of leadership or management experience, including oversight of supervisors or team leads.
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1+ years of NSA (No Surprise Act) experience is highly preferred.
Requirements
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Strong leadership, organizational, and decision-making skills.
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In-depth knowledge of refund processing, collections, and reconciliation.
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Thorough understanding of the independent dispute resolution (IDR) process.
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Demonstrated ability to develop and coach supervisory-level staff.
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Excellent written and verbal communication skills, including ability to present findings to senior leadership.
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Advanced proficiency in Microsoft Excel and data analysis tools.
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Knowledge of laws regulating communications and privacy.
Benefits
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Location: Fully Remote - You are able to work from anywhere within the United States with reliable high-speed internet, but our preference is to be based in, or around the Dallas, or San Antonio, TX area for occasional in-person meetings.
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Competitive compensation and annual performance bonuses.
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Medical, dental, and vision coverage for you and your dependents.
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401(k) with employer match.
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Vacation, sick time, and company paid holidays.
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Company wellbeing program with health insurance incentives.
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A collaborative culture that values transparency, innovation, and impact.
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Your work directly shapes financial strategy & business growth.
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Join a team that values creativity, collaboration, and cutting-edge solutions.
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Opportunity to lead, develop, and expand your expertise.