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Tabs is an AI Operating System for Revenue built for modern finance and accounting teams. The company combines revenue and accounting expertise with AI agents and applications to help finance teams automate revenue workflows while maintaining built-in controls, auditability, and human oversight.
You will join as a Payments Operations Analyst to execute day-to-day operations and support the scaling of Tabs' payments program as the company brings payments in-house. Working directly with the Senior Payments Operations Lead, you will manage merchant operations, disputes, reconciliation, and exceptions as Tabs Pay launches and grows.
Key responsibilities include:
- Processing merchant exceptions, holds, reserve adjustments, and merchant activation according to defined policies and documented procedures
- Executing daily and periodic reconciliation across processor, bank, ledger, and merchant-settlement records; identifying and escalating breaks for investigation or resolution
- Managing the dispute and chargeback workflow: collecting merchant evidence, tracking deadlines, ensuring timely submissions, and following up on outcomes
- Processing ACH returns and negative-balance events according to documented timelines and procedures
- Investigating and resolving merchant-reported operational issues and discrepancies within your authority; escalating appropriately
- Monitoring ongoing merchant activity against policy thresholds; flagging merchants requiring review or adjustment
- Keeping process runbooks, decision trees, checklists, and operational logs current and usable by the team
- Identifying operational inefficiencies and bottlenecks; documenting observations and bringing improvement recommendations to leadership
- Tracking operational KPIs and metrics; preparing regular reporting on PayOps status and performance
- Supporting cross-functional work with Finance, Engineering, Support, and commercial teams to implement operational changes and new tooling
Tabs Pay serves large North American B2B merchants across an ACH-first payment mix with a growing card share. Operational accuracy and attention to detail directly protect merchant relationships and Tabs' financial integrity.
REQUIREMENTS:
- 3–5 years of experience in payments operations, reconciliation, dispute management, merchant operations, or an adjacent operational function
- Demonstrated execution of payments workflows (reconciliation, dispute processing, ACH returns, merchant management, exception handling) at a payment facilitator, processor, platform, or fintech
- Strong track record of accurate, detail-oriented work in high-stakes operational environments where errors cascade downstream
- Ability to follow defined processes consistently and identify practical improvements without constant oversight
- Clear judgment about which issues require escalation and which can be resolved independently; structured communication about decisions and outcomes
- Comfort prioritizing among competing operational tasks and managing your own queue of work
- Effective collaboration with support, finance, product, and operational partners to understand requirements and implement changes
- Comfort with defined processes and strong operational discipline; appreciation for documentation and systematic approach to work
- Familiarity with card payment operations (chargebacks, disputes, settlement mechanics) OR strong ACH expertise with willingness to learn card operations
- Comfort learning and adopting new tools, including automation and AI-enabled operational tools, to improve accuracy and efficiency
HELPFUL EXPERIENCE:
- B2B payments, billing, or invoicing platforms
- Merchant underwriting, reserve monitoring, or risk-related support workflows
- ACH or card payment operations, including return and chargeback handling
- Finance operations, customer success operations, or customer support with payments exposure
- Experience working with payment processors, acquirers, or banking partners
- Familiarity with reconciliation tooling, payment APIs, or transaction data management
- Cross-border payments, multi-currency flows, or international money movement
- Experience with automation tools or AI-enabled operational workflows
