Job type
Full time
Costa Rica
Lead recruiter
Irene Castro
All Finance
Reporting Line
OTC Rebates Supervisor
Level of experience
Individual Contributor/Support (Non - Managers)
Contract type


Your Opportunity

The Clerk, Open Text Processor, reports directly to the OTC Rebates Team Lead in support of its mission to expand the BES OTC footprint using shared services to reduce costs, maintain or increase customer service, and build new capabilities. Compromised to deliver best in class services for the OTC processes in accordance with negotiated Service Level Agreements.

Key responsibility areas are:
  • Rebates Administration in Open Text Tool – Streamline rebates processes. Ensure that incoming rebates are properly indexed and validated in a timely manner.
  • Meet and exceed customer service, SLA, and Key performance indicator targets.  
  • Identify opportunities within his process to enrich the quality and service of his daily activities.
The role will also support other areas within order to cash including but not limited to cash applications, collections, credit and risk, as necessary.

About You

Bacardi Enterprise Service is looking for high performing individuals who are success driven and interested in a career at Bacardi. Bacardi. This role will be responsible for executing rebate invoices indexing  process and drive high level of service and efficiency into the process. 

The ideal candidate should have experience in OTC. Should excel at attention to details, analytical skills and should be action driven to succeed in this role.


With our Consumer at the heart, your key focus will be to:
  • Check Open Text admin tool.
  • Flag invoices for training
  • Index invoices
  • Send back to market illegible invoices.
  • Add expense type, approver, tax code, amount and email addresses on rebates.
  • Route invoice
  • Perform Internal Correction of incorrect invoices posting.  
  • Identify and drive high level of process efficiency and effectiveness.
  • Maintain a mindset of continuous improvement by constantly striving for ways to improve the processes. 
  • Ability to handle multiple and changing priorities while working in a matrixed organization.
  • Deliver best in class customer services to the organization to achieve our NPS targets. 
  • Superior communication skills, written and verbal, able to effectively address all levels within the organization.
  • Works cooperatively with the organization and is committed to the overall team objectives.
  • Proven experience building business relationships with all levels of the organization.
  • Ability to work in a fast-paced environment and successfully manage a rapidly changing environment.
  • Create and update process documentation/maps to ensure business continuity. 
  • Consistently propose, meet, or exceed Service Level Agreements and Key Performance Indicators. 
  • Be a role model of our company pillars: Fearless, Family and Founders Mentality. 
  • Actively participate in action teams and proactively propose and engage in activities to increase Prim@s engagement and satisfaction. 
  • Setting up commitments, scheduling monthly or regular lets talks, keep and work on primo profile and development. 


The Skills & Experience needed to create your legacy
  • Ability to handle multiple and changing priorities while working in a matrixed organization.
  • Ability to observe and interpret data and analyze patterns to decide options presented.
  • Basic accounting knowledge
  • Detail oriented with the ability to capture information in a clear, concise manner.
  • Identify efficiency and effectiveness of the processes.
  • Deliver best in class customer services to the organization to achieve our NPS targets. 
  • Knowledge of standard business practices and professionalism in a customer service environment 
  • Capable of having a business relationship with peers and superiors
  • Good communication skills, written and verbal.
  • Full understanding of the process and capable to document and map it to ensure business continuity.
  • Works cooperatively with the organization and is committed to the overall team objectives.
  • Healthy dissatisfaction with the status quo
  • Basic knowledge of Microsoft 365 (Word, Power Point, Excel, Outlook)
  • Be adaptable and flexible.
  • Be a self-aware/personal improver.
  • English: 60% or up
  • Meet or exceed KPIs, Targets and Service level agreements.
Personal Qualities
  • Be a skilled communicator. 
  • Has driven / personal presence.
  • Intellectually rigorous, sees many angles to issues; brings a breadth of views.
  • Be adaptable and flexible.
  • Healthy dissatisfaction with the status quo.
  • Be a self-aware/personal improver. 


At Bacardi we care deeply about finding brilliant talent who can bring the following personal attributes to help elevate our 3Fs: Fearless, Family, Founder culture to the next level.

  • Belonging: You have a strong capacity to create a culture of ‘Belonging’, where people feel appreciated for who they are, what they do, and who they can become
  • Self-Awareness: You have high levels of self-awareness, are reflective and know yourself well, understanding both your own strengths and weaknesses and your impact on others
  • People Agility: You bring a deep ability to understand and relate to people and navigate through tough situations to harness and multiply collective performance
  • Results Agility: You demonstrate consistent delivery of results in first-time situations by inspiring teams, exhibiting a presence that builds confidence in yourself and others.
  • Mental Agility: You can think critically to penetrate complex problems and expand the possibilities by making fresh connections. You think strategically whilst being execution focused and bring creativity to the challenges you’re presented with
  • Change Agility: You have a deep natural curiosity, desire to experiment and ability to effectively deal with the heat of change. You have a growth and learning mindset: ready to test, stumble, learn and apply from experience

Disclaimer: Bacardi seeks talent from all backgrounds to bring diversity of thought, agility and capability to our organization across the globe. We promote a working environment where all employees are treated and rewarded fairly. We do not tolerate any form of discrimination that adversely affects individuals or groups on the basis of national origin, race, color, religion, sex, gender, sexual orientation, marital status, disability, age, and any other legally protected aspect of a person’s identity. 

U.S. applicants have rights under Federal Employment Laws.


At Bacardi, we are committed to providing our Primos (employees) with a comprehensive Total Rewards package of compensation, benefits, incentives, allowances, well-being, and much more to meet the needs of themselves and their families. It goes beyond just Cash! The total rewards program is based on pay for performance, whereby the incentive programs are linked to company and individual performance.

Compensation, Paid Time Off & Retirement

  • Competitive Pay Package
  • Competitive Holiday/Paid Time Off, plus additional days offered ( i.e., volunteer day, allowing you to give back to the community)
  • Retirement/Pension Plan

Health & Wellbeing

  • Medical, Critical Illness, and Life Insurance
  • Calm Meditation App subscription (free)
  • Employee Assistance Programs
  • Best-in-class, family-friendly, and inclusive leave policies

Additional Benefits

  • Flexible work arrangements (depending on role/office/site location)
  • Access to E-learning Platforms and Career Development programs
  • Travel Discounts ( i.e., hotel and car rental)
  • And much more!
The benefits /perks may vary depending on the nature of your employment with Bacardi, your work location, and are subject to change.

Some benefits may be subject to an employee contribution.

Some benefits may be fully or partially subsidized. Incentive plans are linked to the nature of your employment and can vary based on region, market, function or brand.

Be a Part of Our Culture

BE                  Fearless

We empower our teams to question, challenge and innovate.

This means adopting an agile mindset, being comfortable with trying new things and taking risks, without being reckless.


We treat each other, and our communities, like family. Always.

We are all ‘Primos’ (Spanish for cousins) at Bacardi. Being part of the family gives you the support you need to be the best you can be.


The spirit of entrepreneurship is at the heart of everything we do.

Everyone at Bacardi sees this business as their own. We do the right thing for the business and take accountability for our work.


Be Fearless, act like a Founder.

Follow our Primos on their journey to success. Where did they start and what’s it like to work for Bacardi? You too can be part of our story.