Payment Reconciliation Specialist

About the Role

Payment Reconciliation Specialist

translating operational knowledge into product features

operations expertise + product contribution

Key Responsibilities

Reconciliation Operations

• Execute and manage

  payment reconciliation workflows

  across marketplaces, webstores, PGs, and 3PL partners.
• Validate

  orders, returns, refunds, fees, commissions, penalties, and settlements

  to ensure financial accuracy.
• Identify mismatches or anomalies and escalate systemic issues into actionable product requirements.
  

Invoicing & Settlement Validation

• Generate and validate

  customer invoices

  , usage billing, and settlement summaries.
• Track

  payout cycles, fee structures, and accounting entries

  across global platforms.
• Work with Finance to ensure compliance and accurate posting to accounting tools.
  

Customer Onboarding

• Configure marketplace, PG, 3PL, and webstore integrations during onboarding.
• Set up chart of accounts, tax rules, and reconciliation preferences.
• Train new customers and ensure fast adoption of the reconciliation platform.
  

Dispute Management

• Handle marketplace/platform disputes for missing payments, wrongful charges, or incorrect fees.
• File, track, and close claims with supporting documentation.
• Share dispute patterns with Product to drive automation and predictive alerts.
  

Product Collaboration & Feature Building

• Serve as the

  primary domain expert

  for reconciliation, settlements, marketplace rules, and financial operations.
• Work closely with

  Product Managers

  to:
• Define new product features based on operational insights and customer pain points.
• Write detailed functional inputs, workflow diagrams, and acceptance criteria.
• Prioritize issues, gaps, and enhancements that improve automation and accuracy.
• Work closely with

  Engineering teams

  to:
• Validate data ingestion, fee calculations, connectors, and reconciliation logic.
• Test new releases, conduct UAT, and ensure edge cases are handled.
• Participate in

  product roadmap discussions

  , representing customer operational needs.
• Contribute to building

  rule engines, reconciliation logic, automation scripts, and dispute workflows

  inside the product.

Reporting & Documentation

• Prepare reconciliation summaries, exception reports, and audit-ready documentation.
• Maintain SOPs, onboarding documents, dispute logs, and product knowledge bases.
  

Continuous Improvement

• Identify repetitive operational tasks and propose product automation or workflow redesigns.
• Track marketplace/PG rule changes and help Product update logic accordingly.
• Bring insights from customers to continuously refine product UX and feature capabilities.

Skills & Qualifications

Technical & Domain Skills

• Strong knowledge of the

  eCommerce and financial lifecycle

  , including orders, payouts, fees, and reconciliations.
• Experience working with

  marketplaces (Amazon, Flipkart, Myntra, Nykaa, Ajio), PGs (Razorpay, PayU), 3PLs, and webstores (Shopify, Magento, WooCommerce)

  .
• Strong Excel/Google Sheets skills (Pivot tables, VLOOKUP/XLOOKUP, Power Query).
• Familiarity with

  financial accounting principles

  ledgers, taxation, settlement cycles.
• Exposure to

  API-based data ingestion

  , ERPs, or connectors is an advantage.
• Understanding of how tech products are built: workflows, testing, UAT, feature requests.
  

Soft Skills

• Analytical thinker

  capable of interpreting large datasets and spotting discrepancies.

• Strong communicator

  capable of translating operations insights into product requirements.

• Detail-oriented

  with a strong focus on accuracy and documentation.

• Cross-functional collaborator

  who can work with Product, Engineering, Finance, and CS teams.

• Ownership mindset

  , able to manage end-to-end financial processes.

• Customer-centric

  with the ability to explain financial insights clearly.

Preferred Qualifications

• Bachelor’s degree in Finance, Accounting, eCommerce, Business, or related fields.
• 2–5 years of experience in

  eCommerce reconciliation, marketplace operations, finance operations, or settlements

  .
• Experience in dispute handling and marketplace claim submissions.
• Familiarity with accounting systems like

  Tally, Zoho Books, NetSuite, QuickBooks

  .
• Experience working with SaaS or product-based companies is beneficial.

Why Join Us?

• Shape the Product:

  Influence product features and help shape the future of our reconciliation platform.

• Career Growth:

  Opportunity to progress toward

  Product Analyst or Product Manager roles

  .

• Impactful Work:

  Directly improve financial accuracy and customer satisfaction across global platforms.

• Collaborative Team:

  Work with experienced Product, Engineering, and Customer Success teams.

• Innovation Focus:

  Participate in automation, rule-engine improvements, and emerging product capabilities.