How you will make history here…
The Route Settlement Supervisor leads a team of Route Settlement Specialists within the Route Account Management (RAM) department. This role is responsible for ensuring timely and accurate resolution of Independent Distributor Partner (IDP) settlement requests, supporting cross-functional initiatives, and driving continuous improvement in settlement processes. As the first point of escalation, the Supervisor provides IDP settlement back-office support and collaborates closely with DSD Sales Leaders, Legal, Finance, and Operations to minimize financial risk and enhance operational efficiency. This role requires strong leadership, communication, and problem-solving skills to effectively manage a team and collaborate across departments.
What you will do…
Oversees, leads, and supports the Route Settlement Specialists with daily task and ensures timely resolution on all request through Service Now
Provides IDP settlement back-office support for Region DSD Sales Leaders on issues/concerns
Completes route audits for IDPs with anomaly transactions to limit financial risk to the company
Helps to support exception reporting for chargeback tickets, no inventory submission, excessive PODs, and missing tickets in doculynx
Helps create new settlement exception reporting using PowerBI to proactively identify current settlement issues or anomaly activity
Analyzes Service Now tickets for trends and provides recommendations for process improvement or develop educational resources for IDPs and DSD sales leaders
Support route reengineering projects by completing end dated IDP route clean up and ensuring accurate settlement for new IDPs
Ensure new IDP settlement accuracy by performing analysis on inventory reconciliation week 1 of start date
Supports Legal and Sales Op team in legal process for IDPs who have caused a negative financial impact
Identify new ways to limit settlement discrepancies for IDPs and company
Communicates with the DSD sales leaders on an as needed basis to discuss current or potential problems
Work cross functional with other teams to identify process improvements to mitigate IDP anomaly activity
Communicates daily missing or incorrect PO data to IDPs to ensure proper invoicing
Conducts daily consignment review to ensure accurate billing
Collaborates with Route Finance Associate to ensure proper IR blocking based on consignment review findings
Collaborates with IDP Collections team to minimize IDP bad debt
Collaborates with Route Finance team on inventory reconciliation, stales, scan-based trading, redistribution, and other Finance areas
Strives to find efficient ways to perform tasks; recommends process enhancements to improve business process
Reconciles account status using current and historical invoicing and payment activity analysis
Identifies potential issues and escalates as appropriate
Responsible for updating documentation for settlement support processes
Engages in all meetings with internal departments as well as the DSD Sales leaders
Engages in projects as needed
Interfaces with Sales, Operations and other Finance departments to resolve billing, collection and credit issues
Provides route specific information to Manager upon request.
Provides support and coverage for other associates during times of absences.
Foster a collaborative team environment through clear communication and active listening.
Resolve conflicts and escalate issues with professionalism and empathy.
Performs other duties as assigned
COMPLEXITY AND SCOPE:
Works independently with minimal supervision, following established procedures. Periodic review of work may be conducted to ensure accuracy and compliance.
What you will bring to the table… (Must Have)
Associate’s degree in Accounting, Finance, or a related field required; or a minimum of 4 years of relevant experience in route settlement, finance, or operations.
% OF TRAVEL REQUIRED FOR THE POSITION: Travel required as necessary – up to 10%
WORK ENVIRONMENT: Office Environment
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