Business Operations Specialist

Tyler Technologies; United States; Hybrid; USD 60,000 - 85,000; Full time

Job summary

Tyler Technologies in the United States is seeking a motivated Business Operations Specialist to join our operations support team. The role focuses on delivering exceptional customer support while driving continuous improvement through data analysis and process optimization.

You will collaborate with cross-functional teams, manage inquiries, handle accounts receivable and invoicing, and generate weekly and monthly financial reports. Hybrid work arrangement: 3 days in office per week (Tue–Thu).

Qualifications

• 3+ years in accounting, billing, or collections
• Experience with financial data management and invoicing software
• Ability to create standardized reports for management
• Advanced Excel skills for data analysis
• Strong problem-solving and communication abilities

Responsibilities

• Respond to general inquiries promptly and accurately
• Process receivables and maintain proper records
• Maintain and update an online customer database
• Perform collections on past-due accounts and ACH payments
• Submit and release ACH payments per policy and procedures
• Handle chargebacks with documentation and timely responses
• Generate weekly and monthly financial reports for the accounting team
• Review, route, and process invoices and refund requests
• Assist with month-end close procedures
• Process refunds and reconcile accounts payable/receivable
• Monitor bank accounts for unusual activity and follow up on issues
• Maintain high levels of customer satisfaction in all interactions

Skills

Advanced Excel

Data analysis

Problem-solving

Organizational skills

Communication

Tools

Billing software

Auditing software

Job description

Description

We are seeking a motivated and experienced Business Operations Specialist to join our dynamic team. In this key role, you will be instrumental in delivering exceptional support to our customers while driving continuous improvement within the operations support team. Your strong analytical skills, problem-solving abilities, and proficiency in using metrics and customer feedback will be essential in identifying opportunities to enhance our services and processes. By fostering a positive and collaborative team environment, you will help us maintain our commitment to excellence and customer satisfaction.

This is a hybrid role working 3 days in office per week (Tuesday, Wednesday and Thursday).

Responsibilities

• Inquiry Response: Promptly address general inquiries and ensure accurate dissemination of information.
• Receivables Processing: Handle account receivables, ensuring accurate processing and proper record-keeping.
• Database Management: Maintain an online customer database, ensuring the accuracy and up-to-date status of all accounts.
• Collections: Conduct collection efforts on returned ACH payments and past-due account balances, following up as necessary.
• ACH Transactions: Submit and release ACH payments, ensuring they are accurate and compliant with company policies.
• Chargeback Handling: Manage chargebacks by ensuring timely responses and thorough documentation.
• Financial Reporting: Generate and review weekly and monthly reports to meet business needs, providing detailed financial data to the accounting team as required.
• Invoice Management: Review, route, and process invoices and refund check requests, ensuring accuracy and timeliness. Prepare and issue customer invoices.
• Month-End Procedures: Work with the Management Team to complete month-end closing procedures efficiently.
• Refund Processing: Handle refund requests promptly, ensuring all required documentation is accurate and complete.
• Account Reconciliation: Collaborate with the corporate accounting team to resolve discrepancies in Accounts Payable or Accounts Receivable.
• Bank Account Monitoring: Monitor bank accounts for unusual activity, taking necessary follow-up actions to address any issues.
• Customer Satisfaction: Maintain a strong commitment to customer satisfaction in all interactions, consistently demonstrating professionalism and support.

Qualifications

• Experience: A minimum of 3 years in accounting, billing, or collections, or 2 years of related work experience is preferred.
• Technical Skills: Experience with financial data management, billing or invoicing software, and auditing is expected.
• Reporting: Ability to create standardized reports that enable management to monitor and track improvements over time.
• Excel Proficiency: Advanced knowledge of Excel, including data analysis and reporting capabilities.
• Analytical Approach: Strong data-driven mindset to identify and implement opportunities for enhancing service quality.
• Organizational Skills: Demonstrated ability to manage and prioritize tasks effectively, with strong organizational skills.
• Problem-Solving: Proficient in decision-making and problem-solving, with the ability to troubleshoot issues ranging from basic to moderate complexity.
• Interpersonal Skills: Excellent communication skills, with the ability to diplomatically manage challenging situations and users.
• Professionalism: Polite, tactful, and friendly demeanor that contributes to a positive and supportive work environment.
• Self-Motivation: A driven individual who thrives in a fast-paced environment.

Join our team and lead the way in providing exceptional financial support while building a positive and dynamic work environment. Together, we will drive our organization towards greater success and customer satisfaction.