CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
We are seeking a Corporate Travel Specialist with strong experience in Corporate Travel, Card and Expense Programs to join our Travel @ CBIZ team. In this role, you will interact directly with suppliers and internal stakeholders, have responsibilities in reporting and data analysis, travel card management and expense program management. The successful candidate will be a well-rounded individual who is analytical and customer service focused; and has a keen ability to propose improvement opportunities. You will be required to periodically cover the duties of team members, as needed.
Responsibilities
* Create, publish and present regular reports and dashboards to analyze or identify trends and to manage usage irregularities. Present metric to relevant parties.
* Administer all aspects of expense administration, credit card administration (card issuance, payment issues, delinquencies handling/resolutions, reporting, program maintenance, escalations and approvals), travel systems configuration, audit rule setup, and development of custom or ad hoc reports.
* Monitor and ensure the interfaces or data feeds of the travel system tools are working effectively. Subject matter expert and administrator for the expense tool approval workflow.
* Act as point of contact for Concur service tickets for resolving systems-related requests. Monitor and follow up with Concur when appropriate.
* Investigate and resolve issues related to expense audits, travel card and other program. Escalate issues when appropriate.
* Monitor supplier program SLAs. Escalate issues to suppliers when appropriate.
* Train or onboard employees on corporate credit card and expense reporting procedures and policies. Participate in acquisition onboarding.
* Triage travel and expense helpdesk questions through troubleshooting, research, timely resolution/escalations.
* Contribute to team functional activities, including solving customer support issues, auditing travel expense reports, updating desk instructions and other special tasks.
* Assist with the maintenance of the online Travel Portal contents.
* Participate in special projects as assigned by the supervisor.
Qualifications
* Bachelor's degree (business, hospitality, accounting, finance, procurement or economics preferred); or at least 4 years or equivalent work experience. GTP, CCTE and other corporate travel certifications a plus.
* SAP Concur Expense system, online booking tool, travel card management knowledge and experience.
* Advanced level proficiency in Excel.
* Experience in SmartSheets a plus.
* Critical thinking related to compliance and policy enforcement.
* Strong project management and collaboration skills.
* Forward-thinking, solutions-driven and consistently accurate.
* Has a growth-mindset and open to learning new skills.
* Strong communications skills.
* Ability to travel as required by business.
Minimum Qualifications Required
- Bachelor's degree preferred
- 3 Years of experience as a subject matter expert
- Must maintain current required licenses and certifications relevant to field of expertise
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization,
both internally and externally - Effective customer service skills
- Proficient use of applicable technology
- Ability to work in team environment as well as independently
- Ability to analyze and prioritize multiple responsibilities
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CBIZ
Jan 10, 2025