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Chargeback Submissions Analyst

Applied Industrial Technologies

Cleveland, OHJobSeen 5 days agoSeen in employer's feed 5 days ago

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At a glance

Compensation
No compensation found
Location
Cleveland, OH
Work Authorization
Not specified

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Job overview

The Chargeback Submissions Analyst analyzes, reconciles, and reports chargeback activity across customer, supplier, and internal data within the Marketing/Sales division. The role manages claim submissions and resolution, investigates discrepancies, supports financial accounting and internal controls, monitors related debit and credit activity, and works with suppliers to improve claim processes. It also maintains performance metrics and prepares monthly management reports.

Skills & qualifications

RequiredNice to have

Skills

Analytical SkillsProblem SolvingMicrosoft ExcelOrganizationTime ManagementIndependent WorkTeamworkWritten CommunicationVerbal CommunicationSAP OTCVistex ModulesPower BI

Qualifications

High School Diploma or GEDBachelor's Degree3+ Years Related Experience

Full 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. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, protected veteran status, marital status, medical condition or any other characteristic protected by law.

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