Expense Associate (Procurement)

TL;DR

Expense Associate (Procurement): Coordinating customer acquisition and consulting processes by gathering documentation and validating expense data with an accent on operational efficiency and quality assurance. Focus on managing project workflows, maintaining CRM accuracy, and ensuring seamless communication between clients and internal analysis teams.

Location: Remote (Must be based in the US; no work sponsorship provided)

Company

Leading digital procurement network and solutions provider for the foodservice and healthcare industries.

What you will do

• Coordinate customer projects by gathering required documentation and data for expense analyses.
• Validate submitted customer data for accuracy and completeness before internal submission.
• Perform detailed quality reviews of completed analyses to ensure alignment with customer objectives.
• Maintain accurate customer records and activity tracking within Salesforce.
• Collaborate with Expense Advisors and Sales Support to optimize internal workflows.

Requirements

• 2–3 years of experience in operations, project coordination, customer success, or healthcare administration.
• Must be based in the US (no work sponsorship available).
• Advanced proficiency in Microsoft Excel and experience with CRM systems (Salesforce preferred).
• Strong analytical, critical thinking, and organizational skills.
• Exceptional verbal and written communication abilities.

Nice to have

• Experience supporting healthcare organizations or senior living providers.
• Familiarity with expense management, procurement, or financial analysis.

Culture & Benefits

• Comprehensive benefits package from day one, including medical, dental, and vision.
• 401(k) plan with company matching.
• Flexible PTO policy with no accrual requirements.
• Strong emphasis on training, professional development, and a collaborative environment.