Payment Application Specialist

Ideals is a global B2B SaaS product company recognized as the most highly rated and customer-centric brand in the secure business collaboration market. Trusted by over 2,000,000 users from 175,000 companies globally, we are on a mission to create more prosperity in the world by accelerating high-stakes business decisions. We achieve this by delivering extremely intuitive and robust software products that help people make impactful decisions with less stress, higher quality, and shorter hours. Our key products include:

Ideals Virtual Data Room (VDR): A secure, cloud-based platform for sharing confidential documents during due diligence, fundraising, M&A, legal transactions, and other business-critical workflows.

Ideals Board: A platform for boards and executive teams to streamline governance and enhance decision-making in a fast, secure, and compliant way.

As our suite of products keeps diversifying, we are looking for a talented and client-focused Payment Application Specialist remotely in India, who ensures timely processing of incoming payments from clients, as well as fast and high-quality processing of client requests.

As a passionate professional, in this role, you will work cross-functionally with the Revenue Operations, Finance, Accounting, Billing, and Internal IT teams to maintain solid customer relationships by handling questions and requests with speed and professionalism. You will report to a Head of Billing & Accounts Receivable.

• Handle customer requests and bank communications, ensuring compliance with SLAs

• Perform 1C and NetSuite reconciliations to ensure accurate post-close balance matching

• Post, allocate, and reconcile payments from all sources (banks, Stripe, Wise, etc.); handle prepayments, refunds, disputes, and write-offs

• Run the auto-charge process and thoroughly investigate all unidentified or unallocated payments

• Follow, update, and contribute to Standard Operating Procedures (SOPs), document system issues and support new process rollouts

• Suggest improvements to payment workflows and customer experience

• Maintain a knowledge base for recurring issues, solutions, and internal best practices

• English C1 level

• Minimum of 1+ year of experience as a Payment Application Specialist, Cash Application Analyst, or a similar accounting position with heavy payment handling duties

• Proven proficiency and hands-on experience with major ERP Systems (e.g., NetSuite / SAP / QuickBooks / other) and payment platforms like Stripe

• Advanced proficiency in Excel or Google Sheets with an analytical mindset, a high level of responsibility, and meticulous attention to detail

• Strong business communication skills

• Demonstrated experience using basic functionality of a ticket system to handle and track client requests

• Solid basic understanding of accounting principles and practices and familiarity with any recognized accounting software

• A Bachelor's degree in Accounting, Finance, Economics, or a related field

• Intro call with the Talent Acquisition Specialist (30 mins)

• Test Task 1 (up to 1 hour)

• Test Task 2 (up to 4 hours)

• Competency-based interview with the Talent Acquisition Specialist (90 mins)

• Interview with the Hiring Manager (60 mins)

We highly value our people, so we will empower you with all the resources and support to help you reach your full potential.

• Remote-first flexibility to shape your ideal workday

• Home workplace budget

• Co-working expense coverage

• Individual IT budget for extra equipment

• Top-tier tech and AI-powered tools

• Access to Ideals Academy with numerous courses

• Investment in external learning and development activities

• Guidance in Personal Development Plan creation

• Professional literature and subscriptions coverage

• Support of your passion as a speaker or writer

• Internal talent mobility opportunities

• Tailored Wellness Package for your physical and mental health

• Funding for sports competitions

• 20 business days of paid time off per year

• Paid health-related time-off

• Team-building offline and online events

• Budget for meetups with your local team

• Generous internal referral program

Commitment, Excellence, Collaboration, Trust and Care are core values to the Ideals team. For us, these are the principles that every Idealer lives and breathes. We are on the lookout for like-minded individuals who share our values. By doing so, we create a team where talents feel at ease and work to the best of their abilities.

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Ideals is an equal opportunity employer

Ideals is made up of people from a wide variety of backgrounds and lifestyles. We embrace diversity and invite applications from people from all walks of life. We don’t discriminate against employees or applicants based on gender identity or expression, sexual orientation, race, religion, age, national origin, or citizenship.