Cost Allocation Architect​/Business Analyst; Pooling

Trax Inc.provides cloud-based solutions and services to automate and manage freight invoice auditing and payment processing for buyers and sellers oflogisticsservices. The Trax platform enables companies tooptimizesupply chain performance through greater visibility into theirlogisticsecosystem and predictive analytics based on overonebillionlogisticstransactions from all industries, modes, and countries. Traxoperateson a global scale with offices in the U.S., Latin America,Asiaand Europe.

The Cost Allocation Architect is a specialized technical consultant within the Professional Services organization responsible for designing, developing, and testing the business rules that enable clients to accurately assign and report logistics invoice costs from our platform to their internal Enterprise Resource Planning (ERP) or other financial systems. This role sits at the intersection of logistics domain expertise, financial data modeling, enterprise systems integration, and business analysis — translating complex client cost structures and requirements into precise, auditable allocation logic and clear functional designs.

This role reports directly to the Manager of Client Enablement in Professional Services.

• Requirements & discovery:
  Lead discovery and requirements-elicitation workshops with client finance, supply chain, and IT stakeholders to understand cost allocation policies, chart of accounts structure, cost center hierarchies, and ERP data models, and to gather business and functional requirements.
• Document current-state (as-is) and future-state (to-be) business processes, and translate stakeholder input into clear, testable requirements specifications.
• Solution design:
  Design end-to-end cost allocation architectures that map logistics invoice charges — including freight, accessorial fees, fuel surcharges, and duty/tax components — to the appropriate client GL accounts, cost centers, or profit centers.
• QA Analysis:
  Perform QA testing and error analysis on agent generated business rules logic to assure accuracy and proper execution while documenting improvement opportunities in agent development knowledge.
• Aide in the configuration and develop business rules within our platform to automate the routing, splitting, and apportionment of invoice costs according to client-defined allocation logic and business policies.
• Gap analysis:
  Conduct gap analyses between current-state client processes and platform capabilities, identifying process changes, workarounds, or enhancement requests needed to close gaps.
• Design and execute comprehensive testing plans — including unit, integration, and user acceptance testing (UAT) — to validate that allocation rules produce accurate, expected outputs across all invoice scenarios.
• Develop and maintain detailed functional design documents, data mapping specifications, requirements traceability, and allocation rule libraries to support client sign-off, change control, and long-term maintainability.
• Enhancement backlog & delivery:
  Partner with Product and Engineering to prioritize platform enhancement requests, write user stories and acceptance criteria, and validate delivered functionality against documented requirements.
• Collaborate with client ERP teams (SAP, Oracle, Microsoft Dynamics, Net Suite, etc.) to validate that cost data exported from our platform integrates cleanly into downstream financial workflows and reporting structures.
• Identify and resolve data quality issues, edge cases, and exception scenarios in invoice processing that could result in allocation errors or ERP posting failures.
• Serve as a subject matter expert (SME) on cost allocation best practices, advising clients on rule design trade-offs and helping them align…