Payment Application Specialist

About the Position

We are looking for a talented and client-focused Payment Application Specialist to join our global team remotely in India. In this role, you will ensure timely processing of incoming payments from clients, as well as fast and high-quality processing of client requests.

Responsibilities

• 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

Requirements

• 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

We Offer

• 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
• Paid health-related time-off
• Team-building offline and online events
• Local gatherings in global locations
• Generous internal referral program

About the Company

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.