Position Summary:
The Chargeback Analyst plays a critical role in managing and streamlining chargeback and tracing processes. This position involves ensuring accurate and efficient handling of distributor chargebacks and compliance with contractual terms. The Chargeback Analyst works closely with cross-functional teams to identify and implement system improvements, provides detailed analysis to resolve discrepancies, and supports decision-making through data-driven insights.
Responsibilities:
- Guide and prioritize the flow of chargeback and tracing work within the function.
- Work inter-departmentally with IT and other commercial teams towards the resolution of opportunities for system improvement.
- Loading and maintenance of distributor chargebacks and tracing data.
- Guide and monitor system calculation of chargebacks in Vistex/SAP S4.
- Review and validate system calculations as part of the monthly publishing process.
- Assess performance and compliance with chargeback terms and obligations.
- Perform annual audits and review findings with distributors to collaborate on actions needed to correct.
- Research, correspondence, and response to requests from internal and external stakeholders.
- Maintain up-to-date Chargeback-related deductions and offsetting.
- Ability to meet defined departmental and functional KPIs.
- Ad hoc sales reporting and analysis requests.
Qualifications:
- Bachelor’s degree or relevant experience.
- Intermediate Excel skills required (VLOOKUP, Sorting, Filtering, Data Manipulation).
- High attention to detail.
- Hands-on experience with SFDC or other CRM software.
- Highly analytical thinker.
- Excellent organizational skills with the ability to multitask.
- The ability to change focus quickly to meet deadlines and prioritize tasks.
- Looking for a team player with a high level of dedication.
- Must be highly adaptable.
Top Skills
What We Do
Founded in 2015, Helpware is a company taking a modern approach to the outsourcing industry. We created the company to change perceptions of what outsourcing is and can be, and we did that by building amazing cultures in each of our locations, and by simply treating our employees better. With Helpware, we are all a team and family, and you'll see that true difference when partnering with us.
Helpware builds customized teams in Customer Service and Back Office for industry-leading startups and modern companies. With offices in California, Colorado, Kentucky, Ukraine, Philippines, Germany, and Mexico, we have the global scale to tailor custom teams and processes for success to our many powerhouse clients.
Helpware has grown over the years, initially catering to startup client partners, and has now evolved into creating client partnerships with large enterprises as well.
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