Job Description

OneSource Virtual (OSV) has worked exclusively with Workday customers since 2008 to deliver compliant, in-tenant technology and expert services to automate the administrative, transactional tasks of payroll, taxes, earned wage access, accounts payable, and benefits. With over 1,600 customers and $250+ billion in treasury movement annually, OSV helps organizations maximize their Workday investment and operate it with confidence. Payroll, benefits, and finance solutions — all in one place.

Position Summary / Objective

The Finance & Accounting Services (FAS) Supplier Recruitment Specialist is a member of the Invoice Pay Supplier Recruitment and Retention (SRR) team, which brings suppliers into our customers' virtual card programs and keeps them there. This is a phone-based role: most of the day is spent making outbound calls to suppliers, explaining the program, answering questions, and guiding them through enrollment.

The Specialist also handles the research needed to make each call successful, such as locating account and invoice details or finding a current phone number, and takes part in retention conversations when a supplier is considering leaving the program. Success in this role is measured by suppliers who enroll, stay enrolled, and receive payments.

Essential Functions / Duties / Responsibilities

Calling and enrollment

• Make outbound calls to suppliers to recruit them into customers' virtual card programs, explaining the program clearly and addressing questions and concerns
• Handle objections and pushback professionally, relying on a working knowledge of virtual card payments and not only a script
• Guide suppliers through enrollment and send clear written follow-up with next steps
• Complete research needed to support calls, such as looking up account and invoice numbers and finding updated contact information
• Log every call and outcome accurately in Salesforce
• Negotiate VC rates with maximum revenue and adoption strategies

Retention

• When a supplier is considering leaving the program, work to retain them by educating them on the program and the options available
• Capture the reasons suppliers give for leaving so the team can improve its approach

Team and process

• Route items that need a customer decision, an exception, or a change to how a customer's program runs to the Payment Optimization and Operations team, following the team's handoff guidelines
• Answer basic questions across the team's areas, as outlined in the cross-training SOP once it is established
• Share feedback on scripts, common objections, and process improvements to help the team refine its approach
• Participate in training, call reviews, and coaching
• Follow documented procedures and compliance requirements, including call recording disclosures where applicable

Performance

• Meet team goals for calls, enrollments, unenrollments after a supplier's first payment, and retention percentage; targets will be shared as the team's metrics are finalized

Competencies

• Confident, professional phone presence in business-to-business conversations
• Resilient in the face of pushback and rejection, with the ability to stay positive and consistent across a full day of calls
• Curious about payments and willing to learn the virtual card industry in depth
• Coachable, open to feedback, and eager to improve
• Strong written communication for supplier follow-up
• Organized and detail oriented, with accurate record keeping
• Comfortable with change and ambiguity as processes are still being built
• Self-motivated and dependable in a fully remote environment
• Collaborative team player
• Integrity and accountability in all interactions
• Maintains a professional and polished tone in all written and verbal communications with customers and suppliers, representing the organization with confidence and credibility

Supervisory Responsibility

None. Reports to the Supplier Recruitment and Retention (SRR) Manager.

Working Conditions

• Fully remote position within the United States; no travel required
• Full time, 40 hours per week during US business hours
• Requires a reliable internet connection, a quiet workspace, and a headset for extended phone use
• Systems include Workday, Salesforce, Microsoft Office tools (Excel, SharePoint, and Outlook), and the team's contact center phone system

Qualifications and Experience

Required

• Call center experience, ideally outbound or business-to-business
• Typically two to four years of relevant experience
• Working proficiency in Microsoft Office, especially Excel and Outlook
• Ability to learn a CRM and phone system quickly

Preferred

• Virtual card, payments, or accounts payable knowledge
• Salesforce experience
• Workday knowledge
• Experience in supplier enablement, collections, or similar outreach

#LI-REMOTE

You are encouraged to learn and share ideas when you join the OneSource Virtual team. We reward innovative thinking, fresh perspectives, creative collaboration, and hard work. As an organization experiencing routine strategic growth, we are always on the lookout for intelligent, talented, and forward-thinking professionals to join our team. OSV employees enjoy a values-based culture, upward mobility, and professional development with opportunities of all kinds.