Payments Specialist — Growth & Impact in NYC

Rise Alliance; New York (NY); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Flexible paid time off

Health, dental, and vision insurance

401(k) plan

Weekly Forkable lunch stipend

Gym membership contribution

Weekly and quarterly company social

Job summary

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.

Qualifications

• 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

Responsibilities

• 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

Job description

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.