CBTS serves enterprise and midmarket clients in all industries across the United States and Canada. CBTS combines deep technical expertise with a full suite of flexible technology solutions--including Application Modernization, Managed Hybrid Cloud, Cybersecurity, Unified Communications, and Infrastructure solutions. From developing and deploying modern applications and the secure, scalable platforms on which they run, to managing, monitoring, and optimizing their operations, CBTS delivers comprehensive technology solutions for its clients' transformative business initiatives. For more information, please visit www.cbts.com.

OnX is a leading technology solution provider that serves businesses, healthcare organizations, and government agencies across Canada. OnX combines deep technical expertise with a full suite of flexible technology solutions—including Generative AI, Application Modernization, Managed Hybrid Cloud, Cybersecurity, Unified Communications, and Infrastructure solutions. From developing and deploying modern applications and the secure, scalable platforms on which they run, to managing, monitoring, and optimizing their operations, OnX delivers comprehensive technology solutions for its clients’ transformative business initiatives. For more information, please visit www.onx.com.

Job Purpose:

Focuses on managing the marketing funds claiming process for partner programs, ensuring compliance, and supporting the marketing staff.

Essential Functions

·         Partner claims - track expenses, funding types by country

·         Double check all Proof of Performance for compliance, dates, itemized receipts, partner representative, etc;

·         File in multiple partner portals 

·         Track approvals, payments, follow up on rejections and unpaid claims

·         Tie payments to project,

·         Reconcile differences and allocate overages as necessary including assisting the field marketing team with tracking and processing activities associated with client events

·         Close projects

·         Monthly accounting functions:

o   Account reconciliation and reporting including pulling expenses from marketing projects and converting exchange rates,

o   Allocations to discretionary, project or P&L, track discretionary, MOU, and Arrow funds.

o   Report number of claims/dollars claimed vs received monthly

Education

·          Bachelor’s Degree

Certifications, Accreditations, Licenses

·           N/A

Experience

·          Minimum of 5 years’ experience working with partner funding, as well as a background in finance or accounting, is preferred

Special Knowledge, Skills, and Abilities

·         Strong Analytical and Problem-Solving Skills: 

o   Assess funding needs, develop budgets, and manage financial resources. 

·         Financial Knowledge: 

o   Understand accounting principles, budgeting practices, and partner funding processes and portals. 

·         Communication Skills: 

o   Communicate effectively with partners, and internal staff

·         Organizational Skills: 

o   Manage multiple projects, track deadlines, and maintain accurate records. 

·         Attention to Detail: 

o   Ensure accuracy and compliance in all claims, financial transactions, including exchange rates, and reporting. 

·         Knowledge of Partner Funding Programs: 

o   Familiarity with program guidelines, working in multiple portals utilizing multiple platforms, and staying up to date on all program changes. 

Supervisory Responsibility:

None

Work Environment:

Remote

Due to U.S. Government requirements applicable to foreign-owned telecommunications providers, non-US citizens may be required to submit to an extensive government agency background check which will necessitate disclosure of sensitive Personally Identifiable Information.