Coordinate payer portal access, manage banking transactions, prepare financial reports, and ensure compliance with internal controls.
Key Responsibilities
Payer Portal Administration
- Coordinate with clients to establish and configure payer portal access
- Maintain and update portal login credentials in a secure and organized manner
- Add, modify, and remove user access as needed in alignment with client and compliance requirements
Banking & Treasury Support
- Act as primary liaison between clients and banking institutions
- Transfer funds between client bank accounts in accordance with established protocols
- Create, maintain, and reconcile bank deposit reports using client bank account data
- Retrieve and manage lockbox images and related documentation from client bank accounts
Reporting & Data Management
- Prepare and distribute payout reports to clients accurately and on schedule
- Provide invoice-related data derived from treasury processes to the Client Success team
- Ensure all financial reporting is timely, accurate, and compliant with internal controls
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What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
