Chargeback Submissions Analyst

FCX Performance; Cleveland (OH); On-site; USD 55,000 - 85,000; Full time

Job summary

Applied Industrial Technologies in Cleveland, OH is seeking a Chargeback Analyst to analyze, reconcile, and report chargeback activity across customer, supplier, and internal data within a SAP/Vistex environment.

The role requires strong Excel skills, collaboration with Finance and field teams, and the ability to drive timely resolutions and continuous improvements in chargeback processes.

Qualifications

• Bachelor’s degree preferred; High School diploma or GED required.
• 3+ years of related experience preferred.
• Process-driven approach with strong analytical and problem-solving skills.
• Advanced proficiency in Microsoft Excel.
• Strong organization and time-management skills, with the ability to work independently and in a team environment.
• Strong written and verbal communication skills.
• SAP OTC (Order to Cash), Vistex Modules, and Power BI experience preferred

Responsibilities

• Manage the chargeback claims process, including outgoing and returned submission claims, to ensure timely processing and completion.
• Research and respond to questions regarding chargeback submissions to support accurate and timely resolution.
• Reconcile chargeback amounts within a process-driven SAP/Vistex environment and analyze discrepancies using supplier agreements, customer pricing, sales data, invoices, and related records.
• Collaborate with field and corporate associates to investigate chargeback discrepancies, determine appropriate resolutions, monitor open issues, and ensure compliance with company chargeback policies.
• Partner with Finance to support financial accounting requirements, including SOX audit standards and internal controls.
• Monitor debit and credit activity related to chargebacks and other product management programs.
• Collaborate with suppliers to develop, implement, and maintain best-practice claim processes.
• Develop and maintain metrics to measure supplier response, acceptance, and resolution of chargeback submissions, and prepare monthly management reports.
• Assist with creating and updating chargeback agreements, procedures, and best-practice claim processes as needed.
• Actively participate in continuous improvement initiatives for chargeback processes.
• Perform other job-related duties as assigned or directed.

Skills

Analytical skills

Problem-solving

Process-driven

Time management

Written communication

Verbal communication

Teamwork

Education

Bachelor’s degree preferred; High School diploma or GED Required

Tools

Excel

SAP OTC (Order to Cash)

Vistex Modules

Power BI

Job description

This position is responsible for analyzing, reconciling, and reporting chargeback activity across customer, supplier, and internal data as part of the Marketing/Sales division. Chargebacks are claims submitted by AIT for the difference between the replacement cost of a part and the agreed-upon price negotiated by the Sales team and supplier. The role supports accurate claim resolution, compliance with internal controls, and timely reporting in alignment with the company’s business objectives and strategic direction.

Scope of Responsibility

• Manage the chargeback claims process, including outgoing and returned submission claims, to ensure timely processing and completion.
• Research and respond to questions regarding chargeback submissions to support accurate and timely resolution.
• Reconcile chargeback amounts within a process-driven SAP/Vistex environment and analyze discrepancies using supplier agreements, customer pricing, sales data, invoices, and related records.
• Collaborate with field and corporate associates to investigate chargeback discrepancies, determine appropriate resolutions, monitor open issues, and ensure compliance with company chargeback policies.
• Partner with Finance to support financial accounting requirements, including SOX audit standards and internal controls.
• Monitor debit and credit activity related to chargebacks and other product management programs.
• Collaborate with suppliers to develop, implement, and maintain best-practice claim processes.
• Develop and maintain metrics to measure supplier response, acceptance, and resolution of chargeback submissions, and prepare monthly management reports.
• Assist with creating and updating chargeback agreements, procedures, and best-practice claim processes as needed.
• Actively participate in continuous improvement initiatives for chargeback processes.
• Perform other job-related duties as assigned or directed.

Qualifications

• Bachelor’s degree preferred; High School diploma or GED Required
• 3+ years of related experience preferred.
• Process-driven approach with strong analytical and problem-solving skills.
• Advanced proficiency in Microsoft Excel.
• Strong organization and time-management skills, with the ability to work independently and in a team environment.
• Strong written and verbal communication skills.
• SAP OTC (Order to Cash), Vistex Modules, and Power BI experience preferred

Founded in 1923, Applied Industrial Technologies (NYSE: AIT) is a leading value-added distributor and technical solutions provider of industrial motion, fluid power, flow control, automation technologies, and related maintenance supplies. Our leading brands, specialized services, and comprehensive knowledge serve MRO and OEM end users in virtually all industrial markets through our multi-channel capabilities that provide choice, convenience, and expertise.

Applied Industrial Technologies is built on a philosophy that puts people first. We are an equal opportunity employer, and we are committed to a workforce in which we enforce fair treatment and provide growth opportunities for everyone. All qualified applicants will receive consideration for employment regardless of age, race, color, national origin, genetics, religion, gender, marital status, physical or mental disability, or any other characteristic protected by applicable laws, regulations, and ordinances.