Client Success Invoice Integration Professional

O.C. Tanner is the global leader in software and services that improve workplace culture through meaningful employee experiences. Our Culture Cloud is a suite of apps designed to enhance the employee experience with strategic recognition, service awards, wellbeing, leadership, and events that help people thrive at work. Our Culture by Design approach provides expert services to organizations looking to create great workplaces.

Our global team of 1,500 people hail from 58 countries and speak 62 languages. As programmers, researchers, designers, client professionals and craftspeople we create the tech, tools and awards that connect employees to purpose at thousands of companies. Join us as we help people all over the world thrive at work.

Client Success Invoice Integration Professional

Location: Corporate Office – SLC – Hybrid (Mon–Wed in office, Thu–Fri remote)
Department: Client Success
Reports To: Director, Client Data Management

Role Overview

The Lead Invoice Integration Professional serves as a senior member of the Invoice Integration Team in Client Success, supporting electronic invoicing processes and client integrations while providing technical guidance and mentorship to Invoice Specialists.

This role is responsible for configuring, testing, troubleshooting, and supporting electronic invoice integrations while partnering directly with clients to define invoicing requirements and implement effective solutions. The ideal candidate is detail-oriented, technically curious, customer-focused, and enjoys solving complex process and integration challenges.

In addition to managing their own workload, this individual will assist with knowledge sharing, onboarding, workload balancing, and escalation support for other members of the invoicing team.

Qualifications & Experience

Operational Expertise

• Experience supporting B2B invoicing operations, finance processes, or electronic invoice integrations.

• Strong understanding of invoicing workflows, billing processes, and account reconciliation.

• Experience working directly with clients to identify and implement invoicing solutions.

• Experience supporting multinational organizations and invoicing processes across multiple currencies.

• Strong organizational skills with the ability to manage multiple priorities while maintaining accuracy and attention to detail.

Client-Facing Skills

• Ability to communicate technical concepts to both technical and non-technical audiences.

• Strong verbal and written communication skills.

• Proven ability to build positive relationships with clients and internal stakeholders.

• Strong analytical and problem-solving skills with a customer-focused approach.

Technical Experience

Preference will be given to candidates with experience in one or more of the following:

• Ariba

• Coupa

• SAP IDOC

• EDI

• cXML

• CSV file integrations

• ERP or procure-to-pay (P2P) systems

Experience with JIRA or similar workflow management tools is also preferred.

Key Responsibilities

Electronic Invoicing & Integrations

• Collaborate with clients to define invoicing specifications and recommend best-practice solutions.

• Configure and support electronic invoicing solutions based on client requirements.

• Support electronic invoice integrations utilizing technologies such as Ariba, Coupa, cXML, EDI, SAP IDOC, and CSV-based file exchanges.

• Execute and coordinate integration testing activities with clients, IT teams, and business partners.

• Troubleshoot transmission, configuration, and testing issues through root cause analysis and issue resolution.

• Document technical requirements, integration specifications, and process workflows.

• Audit invoice configurations and monitor invoice transmission activity to ensure successful processing.

Team Support & Mentorship

• Serve as a senior resource for Invoice Specialists by providing technical guidance, training, and coaching.

• Assist with onboarding new team members and maintaining process documentation.

• Help balance workloads and support prioritization of team activities.

• Provide escalation support for complex integration and invoicing issues.

• Share best practices and contribute to the development of team standards and procedures.

Client Success Support

• Partner with Client Success, Sales, Finance, and IT teams to support client invoicing requirements.

• Support implementation projects involving electronic invoicing setup, testing, and deployment.

• Assist in resolving client invoicing concerns and transmission issues in a timely manner.

• Participate in client meetings to gather requirements, review testing results, and discuss integration solutions.

Continuous Improvement

• Reconcile monthly invoice transmission activity and resolve processing exceptions.

• Identify opportunities to improve efficiency, reduce manual effort, and enhance invoice accuracy.

• Maintain process documentation, job aids, and training materials.

• Support team initiatives focused on process standardization and operational improvement.

• Assist in evaluating new invoicing technologies, integration methods, and workflow enhancements.

Success Characteristics

• Detail-oriented and highly organized.

• Strong technical aptitude with a willingness to learn new technologies.

• Dependable and self-motivated.

• Collaborative team player who enjoys helping others succeed.

• Process-focused with a continuous improvement mindset.

• Excellent problem-solving and troubleshooting abilities.

• Consistently delivers accurate, high-quality work.

Experience & Education

• 3+ years of experience supporting invoicing operations, client-facing business processes, integrations, finance operations, technical implementations, or related functions.

• Experience working directly with clients to gather requirements, define solutions, and support implementation activities.

• Experience troubleshooting complex operational, technical, or integration-related issues and driving resolution through collaboration with internal and external stakeholders.

• Experience supporting electronic invoicing platforms, ERP systems, procure-to-pay (P2P) processes, data exchanges, or system integrations preferred.

• Experience mentoring, training, onboarding, or providing technical guidance to peers or team members preferred.

• Experience working in multinational business environments, including support for multiple currencies, countries, or regional requirements preferred.

• Experience with technologies such as Ariba, Coupa, SAP IDOC, EDI, cXML, CSV-based integrations, ERP systems, or related enterprise platforms preferred.

• Bachelor's degree in Business, Finance, Information Systems, Supply Chain, Technology, or a related field, or an equivalent combination of education and professional experience.