Billing Product Specialist

Octup • Toronto, ON

59d

About The Position

Octup is a leading operations and analytics platform built for 3PLs and ecommerce brands. We unify data across warehouse, operations, and finance to power better decisions — with a growing focus on billing automation and payments infrastructure. As we scale our billing product, we’re looking for a specialist to own the technical and product layer across customers, internal teams, and product development.
About the Role
This is a high-impact, cross-functional role sitting at the intersection of: Product Customer Success / Account Management Sales Engineering You will be the go-to expert on Octup’s billing and payments product, responsible for translating real-world customer requirements into scalable product solutions. This is not an Account Manager role - you will not own relationships or project timelines. Instead, you will act as the technical and product authority, enabling internal teams and ensuring successful implementations.

Requirements

• 3–6+ years in: Solutions Engineering Implementation Technical Customer Success OR similar role in SaaS
• Strong ability to: Translate business needs → technical requirements Communicate across technical and non-technical teams
• Detail-oriented with experience in: Data validation QA System configuration
• Comfortable working in a fast-paced, ambiguous environment
• 3+ years of experience in a Sales Engineer, Implementation Specialist, Solutions Consultant, or similar role — preferably in a B2B SaaS company.
• Strong technical background — comfortable working with APIs, data mapping, integrations, and complex systems.
• Deep understanding of billing systems, pricing logic, or logistics/3PL operations.
• Excellent communication skills with the ability to translate between business and technical audiences.
• Highly organized, resourceful, and comfortable leading external and internal conversations.

Nice To Haves

• Experience with: WMS platforms Billing systems Payment providers
• Exposure to: Accounting tools (e.g., QuickBooks) Logistics or supply chain SaaS
• Experience with logistics platforms, warehouse management systems (WMS), or ERP integrations.
• Background in product management or engineering.
• Experience working in a fast-paced startup environment.

Responsibilities

• Product & Feature Ownership Translate customer and prospect requirements into structured feature requests (FRs) Own bug tracking, prioritization, and follow-ups with Product & Engineering Partner closely with Product to shape roadmap decisions Lead user testing (billing + payments) and validate releases Create documentation, training materials, and product enablement content.
• Solution Engineering & Scoping Lead technical discovery on customer calls Scope: Rate card structures Billing logic Payment workflows WMS integrations Translate requirements into: Clear implementation plans Technical configurations Jira tickets and documentation.
• Implementation Architecture & Validation Define and guide implementation approach Build and validate: Initial rate card structures Billing configurations Data validation processes Ensure accuracy and readiness before go-live Act as a quality gate for billing implementations.
• Technical Support & Escalation Act as the technical escalation point for billing issues Troubleshoot complex problems across: Billing logic Data discrepancies Integrations Work with AMs to resolve issues quickly and effectively
• Internal Enablement (CRITICAL) Train and support: Account Managers (implementation + billing logic) Sales team (how to position and demo billing) Be the go-to expert for: Product questions Edge cases New feature understanding Help Sales answer: “Can we support this?” quickly and confidently.
• Payments & Financial Workflows (Growing Area) Support rollout of: Payment processing Wallets AR workflows Guide customers on: Payment method optimization (ACH vs CC, etc.) Billing + payments setup Build expertise in accounting integrations (e.g., QuickBooks).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed