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Careers at Bacardi

Junior Clerk, OTC Open Text Processor

Job Name

Junior Clerk, OTC Open Text Processor


Costa Rica




Finance - Administration

Reporting Line:

OTC Rebates Supervisor

Job type:

Full time

Lead recruiter:

Pablo Segura

About the role

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. 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. 

Skills and Experience

The Skills & Experience needed to create your legacy
  • One year or more of working experience ideally working in Share Service Center environment.
  • English: 75%-80%
  • Finance Background. 
  • Experience using SAP platform preferred.
  • Strong analytical, diagnostic, and problem-solving skills. 
  • Ability to prioritize tasks and manage his/her time efficiently. 
  • Detail oriented with the ability to capture information in a clear, concise manner.
  • Intermediate knowledge in Excel.
  • Bachelor student or equivalent in Accounting or finance.
  • Proficient user of basic office applications (Word, Power Point and Outlook).
  • Works well in a team environment and is a self-starter that continuously is thinking on how things can be done better requiring minimal direction and support. 
  • Knowledge of standard business practices and professionalism in a customer service environment 
  • Works well in a team environment.
The following experiences are preferred:
  • Experience in the Spirits and/or FMCG industry is a distinct advantage.
  • Third language desirable
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. 

Our culture

We share the passion and entrepreneurial flair of our founder and are guided by our three culture pillars - Fearless, Family and Founders, they inspire our Primos to be the best they can be and drive us forward in all we do. But what does this mean?

·       Being Fearless; means adopting an agile mindset, being comfortable trying new things and taking risks. We are empowered to question, challenge and innovate.

·       Family; We treat each other, and our communities, like Family. Always.

·       Founders; The spirit of entrepreneurship is at the heart of everything we do. We see the business as if it’s our own. We do the right thing for the business and we all take accountability for our work.

When you join Bacardi, you become part of our family and gain more than just a job.

Disclaimer: Bacardi is an equal opportunity employer that values workforce diversity. Diversity is core to our business: by embedding diversity into all aspects of our culture, we maximize the opportunity to achieve sustainable business success and growth. The duties and responsibilities described in the role profile might not be a comprehensive list.