Customer Pass Thru Specialist

D H DISTRIBUTING Position Description JOB TITLE: Customer Trade Management Specialist DEPARTMENT: Trade Management REPORTS TO: Customer Trade Mgmt Supervisor FLSA STATUS: Exempt SUMMARY The Customer Claim Specialist is responsible for researching customer pass-through claims, seeking recovery from the vendor(s), and ultimately issuing the credit to the customer.

This role acts as a liaison between the vendor and the customer, and improves financial control by reducing the risk of over crediting the customer.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Audit customer claims to determine validity, and ensure compliance with the vendor program terms and conditions. Specifically, confirm: The claim was submitted timely and in accordance with the program T C’s; All requirements were met, and proof of performance and reporting were submitted; and Overall accuracy of data submitted.

Process customer credit memos and vendor debit memos systemically. File supporting documentation in the designated repository, and ensure that vendors receive adequate support for the debit memos. Research and resolve customer chargebacks and customer post-audits for additional funding. Research and resolve vendor debit memo denials.

Foster productive working relationships with vendors, customers and internal stakeholders. ADDITIONAL DUTIES Provide support in other functional areas as needed for cross-training and workload coverage. Perform other related duties and special projects as assigned. SUPERVISORY RESPONSIBILITIES This position has no supervisory responsibility.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

KNOWLEDGE, SKILLS and/or ABILITIES Ability to interpret vendor program terms, conditions and requirements. Strong analytical and auditing skills, with the ability to verify that documentation is accurate and complete. Basic Excel skills required; intermediate Excel skills (Pivot. Tables and V-lookups) preferred Basic Accounting knowledge is preferred Ability to follow standard operating procedures and work independently Ability to communicate clearly in writing and verbally with internal and external stakeholders EDUCATION and/or EXPERIENCE Minimum of associate degree in Business, Accounting, or related field.

2-5 years of business / work experience. 1-2 Years of Data Analysis / Auditing experience preferred. WORK SCHEDULE Fulltime position (40 hours a week), Overtime, Weekends, Holidays, Trainings as required. LANGUAGE SKILLS Excellent oral and written communication skills. Ability to read, write, and speak English. Ability to read and comprehend instructions, correspondence, and memos.

Ability to write correspondence and/or complete employment forms. CERTIFICATES, LICENSES, REGISTRATIONS Post hire certifications may be required to gain knowledge needed to stay current in field. WORK ENVIRONMENT Remote. Otherwise on required office days, the employee is seated in a cubicle or office environment and is exposed to fluorescent lighting, background noise, and computer monitors.