Get to know us

Ideals is a global B2B SaaS product company recognized as the most highly rated and customer-centric brand in the secure business collaboration market. Trusted by over 2,000,000 users from 175,000 companies globally, we are on a mission to create more prosperity in the world by accelerating high-stakes business decisions. We achieve this by delivering extremely intuitive and robust software products that help people make impactful decisions with less stress, higher quality, and shorter hours. Our key products include:

Ideals Virtual Data Room (VDR): A secure, cloud-based platform for sharing confidential documents during due diligence, fundraising, M&A, legal transactions, and other business-critical workflows.

Ideals Board: A platform for boards and executive teams to streamline governance and enhance decision-making in a fast, secure, and compliant way.

The role

As our suite of products keeps diversifying, we are looking for a talented and client-focused Payment Application Specialist remotely in India, who ensures timely processing of incoming payments from clients, as well as fast and high-quality processing of client requests.

As a passionate professional, in this role, you will work cross-functionally with the Revenue Operations, Finance, Accounting, Billing, and Internal IT teams to maintain solid customer relationships by handling questions and requests with speed and professionalism. You will report to a Head of Billing & Accounts Receivable.

What you will do

• Handle customer requests and bank communications, ensuring compliance with SLAs

• Perform 1C and NetSuite reconciliations to ensure accurate post-close balance matching

• Post, allocate, and reconcile payments from all sources (banks, Stripe, Wise, etc.); handle prepayments, refunds, disputes, and write-offs

• Run the auto-charge process and thoroughly investigate all unidentified or unallocated payments

• Follow, update, and contribute to Standard Operating Procedures (SOPs), document system issues and support new process rollouts

• Suggest improvements to payment workflows and customer experience

• Maintain a knowledge base for recurring issues, solutions, and internal best practices

What you bring

• English C1 level

• Minimum of 1+ year of experience as a Payment Application Specialist, Cash Application Analyst, or a similar accounting position with heavy payment handling duties

• Proven proficiency and hands-on experience with major ERP Systems (e.g., NetSuite / SAP / QuickBooks / other) and payment platforms like Stripe

• Advanced proficiency in Excel or Google Sheets with an analytical mindset, a high level of responsibility, and meticulous attention to detail

• Strong business communication skills

• Demonstrated experience using basic functionality of a ticket system to handle and track client requests

• Solid basic understanding of accounting principles and practices and familiarity with any recognized accounting software

• A Bachelor’s degree in Accounting, Finance, Economics, or a related field

Our assessment process

• Intro call with the Talent Acquisition Specialist (30 mins)

• Test Task 1 (up to 1 hour)

• Test Task 2 (up to 4 hours)

• Competency-based interview with the Talent Acquisition Specialist (90 mins)

• Interview with the Hiring Manager (60 mins)