Email & Invoice Processing Specialist

This is a fully remote position, open to applicants in India.

📋 Description

• Act as the primary contact for invoice-related emails received in designated client mailboxes.

• Oversee, categorize, and manage incoming invoice emails across various client mailboxes (approximately 50 client accounts).

• Organize emails into the correct folders or processing queues.

• Download, review, and analyze invoice PDF documents and images.

• Accurately interpret client-specific Solution Notes during the invoice processing.

• Identify the correct invoice type (PO, Non-PO, or Reject) according to client guidelines.

• Verify invoice details such as Purchase Order (PO) numbers, vendor information, Bill To address, DBA, and other necessary fields.

• Cross-check invoice details against client instructions to ensure precision and compliance.

• Determine the appropriate client/location based on the receiving email address and client-specific rules.

• Accurately process all assigned invoices within daily service-level expectations.

• Conduct email sorting, document classification, and forward exception cases as needed.

• Implement client-specific processing rules utilizing internal invoice processing applications.

• Detect incomplete or incorrect invoices and either reject or return them to the customer for necessary corrections.

• Analyze invoice details and client instructions to determine the suitable processing outcome while ensuring compliance.

• Classify and direct emails to customers, Admins, or internal teams for prompt resolution.

• Collaborate with team members whenever questions arise and seek clarification when instructions are ambiguous.

• Work alongside the Premium Support Team and Operations team to resolve invoice processing challenges.

• Manage workload effectively while maintaining a high standard of accuracy and attention to detail.

• Support US business hours and consistently meet quality and productivity standards.

⛳️ Requirements

• Bachelor's degree.

• 0–3 years of experience.

• Exceptional attention to detail.

• Strong email management and English communication skills.

• Ability to maintain focus while working remotely.

• Capacity to prioritize tasks and stay organized.

• Capable of working independently and asking questions when necessary.

• Dependable and trustworthy.

• Proficient in multitasking while ensuring accuracy.

• Comfortable navigating multiple computer screens.

• Strong analytical and decision-making abilities.

• Excellent reading comprehension skills with the ability to accurately interpret written instructions.

• Skilled in comparing information across invoices, emails, Solution Notes, and client instructions.

• Proficient in interpreting invoice documents and adhering to client-specific procedures.

• Experience in Invoice Processing, Accounts Payable (AP), document processing, or shared services is a plus.

🏝️ Benefits

• Remote work opportunity from anywhere in India.

• Chance to collaborate with a global team.

• Opportunities for professional development.