Payments Specialist

Rise Alliance; New York (NY); Presencial; USD 50 000 - 60 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Flexible paid time off

Health, dental, and vision insurance

401(k) plan

Weekly Forkable lunch stipend

Gym membership contribution

Weekly and quarterly company social

Resumo da oferta

Rise Alliance is seeking a Payments Specialist in Manhattan to manage client payments, audit files, and resolve issues with clients, attorneys, and internal teams. You will build structured auditing processes, ensure on-time processing, and maintain CRM integrity.

The role requires 0–2 years in finance/payments, strong attention to detail, and full-time, in-person work at our Manhattan office. Proficiency with Google Sheets, Excel, and CRM systems is essential.

Qualificações

• Auditing skills
• Cross-functional collaboration
• Client communication with attorneys and internal teams
• Highly organized and detail-oriented
• Proficient in Google Sheets, Excel, and CRM systems
• Discretion and integrity with financial information

Responsabilidades

• Track and manage client payments, including wires, so they are processed accurately and on time
• Monitor NSFs, schedule redeposits, and resolve payment issues with attorneys, clients, and internal teams
• Audit client files to find issues, then meet with Consultants to review files and handle follow-up
• Meet with other departments and track follow-up items through to resolution
• Build and maintain a structured system for auditing and follow-up tracking
• Ensure EFT forms are signed promptly and accounts reactivated in the CRM
• Manage new client enrollments and complete all related steps accurately
• Oversee client portfolios and keep payment schedules current in our systems
• Keep payment information in the CRM accurate and confidential
• Use Google Sheets and Excel to track payments, banking reconciliation and settlement statuses
• Handle all payment data according to company standards and confidentiality

Descrição da oferta de emprego

Payments Specialist — Rise Alliance

Make a real impact, grow your career alongside a supportive team, and help business owners succeed. At Rise Alliance, you'll do all three.

About Rise Alliance

Rise Alliance is a fast-growing small business in the heart of Manhattan. We take the burden of financial management off business owners so they can focus on growth. Through Strategic Business Consulting, Debt Restructuring, and access to our network of Capital Partners, we've helped thousands of businesses overcome complex financial challenges.

Why Join Us

Career growth and earning potential are limitless in our high-energy, results-driven culture.

• A fast-paced, collaborative, and supportive team
• Ongoing professional development and clear paths to advancement
• Work that is rewarded and directly impacts communities and businesses

About the Role

As a Payments Specialist, you'll keep our clients' payment schedules and portfolios accurate, compliant, and on time. You'll audit client files, resolve payment issues with clients, attorneys, and internal teams, and work closely with our Consultants, Director of Client Relations, and Managing Partners.

You’ll also help build the structured system we use to audit files and track follow-up across departments.

Requirements

• 0–2 years of experience in financial services, payments, or a related field
• Strong auditing skills and a sharp eye for finding issues
• Proven ability to work cross-functionally and collaborate with consulting teams
• Excellent written and verbal communication with clients, attorneys, and internal teams
• Highly organized, detail-oriented, and accurate in every financial entry
• Proficient in Google Sheets, Excel, and CRM systems
• Discretion and integrity in handling sensitive financial information
• Able to work full-time, in person at our Manhattan office

Key Responsibilities

• Track and manage client payments, including wires, so they are processed accurately and on time
• Monitor NSFs, schedule redeposits, and work with attorneys, clients, and internal teams to resolve payment issues
• Audit client files to find issues, then meet with Consultants to review files and handle follow-up
• Meet with other departments and track follow-up items through to resolution
• Build and maintain a structured system for auditing and follow-up tracking
• Make sure clients sign EFT forms promptly and their accounts are reactivated in the CRM
• Manage new client enrollments and complete all related steps accurately
• Oversee client portfolios and keep payment schedules current in our systems
• Keep payment information in the CRM accurate, complete, and up to date
• Use Google Sheets and Excel to track payments, handle banking reconciliation and settlement statuses, and report on portfolio performance
• Handle all payment data according to company standards and keep client information strictly confidential

Preferred Qualifications

• Bachelors or Associates degree preferred
• Working knowledge of payment processing and portfolio management
• Experience building or improving tracking systems and processes

$50,000 - $60,000 a year

Compensation & Benefits

Base salary: $60,000–$75,000

• Flexible paid time off
• Health, dental, and vision insurance
• 401(k) plan
• Weekly Forkable lunch stipend
• Gym membership contribution
• Weekly and quarterly company social events

Join Us

If you're passionate about supporting business owners and ready to grow in a dynamic environment.

Rise Alliance is an equal employment opportunity employer. We will not discriminate against applicants with regard to any legally-recognized basis including, but not limited to: veteran status, race, color, religion, sex, national origin, age, marital status, sexual orientation, and physical or mental disabilities.