AP Automation Support Specialist

AP Automation Support Specialist

Type : Direct / Permanent Hire

Location : Coppell, TX

Work Setting : Hybrid (3 days onsite / 2 days remote)

About the Position

We’re hiring an AP Automation Support Specialist to provide high‑quality functional support for an enterprise AP automation platform. You’ll blend a strong accounting / AP background with hands‑on knowledge of AP automation and ERP ecosystems to troubleshoot issues, advise clients on best practices, and own resolutions end‑to‑end. This role is customer‑centric, highly organized, and collaborative across Sales, Implementation / Projects, Product / R&D, and IT.

What You’ll Do

Provide functional support : analyze and document requests; deliver timely solutions; follow through to closure.

Advise customers on configuration, best practices, and adoption to solve AP pain points using the platform.

Manage a large portfolio of client accounts (~80–100) and a wide ticket range (quick fixes to month‑long investigations) with strong organization and written communication.

Coordinate communications primarily via email; schedule calls / meetings as needed to accelerate clarity and resolution.

Collaborate cross‑functionally (Sales, Implementation / Projects, Product / R&D, IT) to remove blockers and minimize tiered escalations.

Support handoffs from Implementation to Support; ensure a smooth post‑go‑live experience.

Contribute product feedback and improvement suggestions based on client use‑cases.

Share knowledge with teammates via planned onsite sessions and operational reviews.

Day‑to‑Day & Scope

Ownership of 80–100 client accounts with varying complexity / duration of tickets (from minutes to weeks).

Issues span configuration, functional usage, and ERP / integration scenarios.

Emphasis on organization, clear written communication, and proactive follow‑through

First 90 Days

Weeks 1–3 : Ramp on product; by end of week 3, deliver a full product demo.

Weeks 3–6 : Shadow senior teammates; prepare for user certification with the Product team.

By ~1 month : Begin owning and resolving tickets with guidance.

Ongoing : Join transition calls from Implementation to Support; demonstrate steady training progress and growing autonomy.

What You Bring (Required)

Accounting foundation : degree in Accounting or proven AP experience.

AP automation familiarity and empathy for what AP teams experience daily.

ERP ecosystem experience across invoice / AP flows and integrations—e.g., Sage (Intacct), NetSuite, QuickBooks Desktop / Online (QBD / QBO), Microsoft GP, CDK, etc.

Customer‑centric communicator with excellent written and verbal English; able to simplify complex topics.

Analytical problem‑solver with strong documentation habits and follow‑through.

High organization : able to juggle many clients / tickets without losing the thread.

Nice to Have

Prior experience with a leading AP automation platform (strong plus for faster ramp).

SaaS support background.

French helpful; Spanish a plus.

Who You Are

Curious, proactive learner—comfortable with complexity and continuous learning.

Empathetic, patient, and solution‑oriented; thrives in fast‑paced client‑facing work.

Team collaborator who avoids “hot‑potato” escalations; sees issues through to resolution.

If you are interested in this opportunity and feel it aligns with your skill set, please send your updated resume and cover letter to jacks@cornerstonestaffing.com