Expense Operations Coordinator

Buyers Edge Platform, LLC; Park Ridge (NJ); On-site; USD 52,000 - 70,000; Full time

Job summary

Prime Source Expense Experts, a Buyers Edge Platform brand, seeks an Expense Associate to support customer acquisition and consulting by coordinating documentation, validating data, and maintaining open communication with customers and internal teams.

The role emphasizes multi-project management, process improvement, and delivering an outstanding customer experience, with CRM familiarity (Salesforce preferred) and strong written/verbal communication required.

Qualifications

• 2–3 years of experience in operations, project coordination, customer success, or related field.
• Strong analytical and critical thinking skills.
• Excellent organizational and project management abilities.
• Exceptional verbal and written communication skills.

Responsibilities

• Coordinate customer projects by gathering required documentation and data for expense analyses.
• Validate information before submitting projects for analysis and monitor progress.
• Maintain accurate customer records and activity in Salesforce.
• Collaborate with Expense Advisors and Sales Support to ensure timely production of analyses.
• Perform detailed quality reviews of completed analyses before delivery to Advisors.

Skills

Operations coordination

Project management

Analytical thinking

CRM experience

Tools

Salesforce

Job description

Prime Source Expense Experts, a Buyers Edge Platform brand, seeks an Expense Associate to support customer acquisition and consulting by coordinating documentation, validating data, and maintaining open communication with customers and internal teams.

The role emphasizes multi-project management, process improvement, and delivering an outstanding customer experience, with CRM familiarity (Salesforce preferred) and strong written/verbal communication required.