Validation Services Representative

Validation Services Representative

ClassWallet, a leading financial technology company in the United States, is seeking to hire a Validation Services Representative to join our team.

ClassWallet is a financial technology company serving agencies delegated responsibility to manage public funds. Agencies use ClassWallet to get public funds to the right people, and ensure the funds are used for the right purpose. ClassWallet's suite of products and services empowers agency administrators to dramatically increase efficiency of funds distribution and spend compliance, reduce programmatic costs, maximize the full potential impact of the program, and satisfy the needs and expectations of policymakers, constituents and public reporting. ClassWallet has processed over $3.5 Billion to date and serves public agencies across 33 states.

The Company has developed an industry-defining digital wallet solution which has gained rapid traction among state and local agencies and school districts across America. ClassWallet ranks as the 61st fastest growing software company on the prestigious Inc. 5000 list of fastest-growing private companies and the 21st fastest growing financial technology company on the Deloitte Technology Fast 500 in 2023.

While the Company delivers immense business value, the social impact of ClassWallet is a fabric that runs through its mission and corporate culture. As a result of ClassWallet's innovation, public programs run with exponentially more efficiency and the impact and breadth of the programs for the individuals they serve is dramatically higher. This mission compliments the Company mission-based culture with focus on gratitude and work-life balance.

About the Role

We're looking for an energetic, motivated self-starter to assist ClassWallet clients with transactional review. As a Validation Services Representative, you have a genuine passion for our customers, their users and helping them receive the most out of their funds. Approval Services Representatives at ClassWallet are passionate about technology and improving processes for users to get the services and / or items they need.

Success as a Validation Services Representative plays an integral part of ClassWallet's overall success. The Validation Services Representative will be responsible for reviewing orders, payments and reimbursements for a portfolio of assigned customers including school districts, education foundations, schools and state government agencies. The Validation Services Representative's role is to adhere to client policy, verify transactions for completeness, and approve / reject pending customer transactions. You will work with customer admins and assist multiple customers with spending their funds through order / payment / reimbursement requests.

In this role, you will also liaise with cross-functional internal teams (including Customer Service, Account Operations, and Product Development departments) to improve the entire customer experience and contribute to the development of our application. Communication and teamwork are key. Teamwork makes the dreamwork!

Responsibilities

• Process transactions in a timely manner with high levels of accuracy
• Review all transactions for completeness and required information
• Follow all program policies and procedures for each individual organization
• Elevate any transactions with user comment or other issues as needed to CW Admin
• Collaborate with client admins and approval team to assist with questions or issues
• Keep current on product updates, improvements, and changes regarding transaction queue
• Identify and define any bugs and effectively communicate issue with CW Admin