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About The Position
The Customer Success Specialist – Billing Operations provides exceptional service to both internal and external customers while supporting the day‑to‑day success of our Billing Operations and Accounts Receivable functions. Working closely with the Customer Success Lead – AR & Billing Operations, you’ll manage billing setups, invoicing, payment processing, and account follow‑ups, while serving as a subject matter expert for US billing processes. You’ll collaborate cross‑functionally with Customer Experience (CX), Finance, Legal, and global stakeholders to ensure accuracy, compliance, and a seamless partner experience.
Requirements
- 2+ years of experience in billing operations, accounts receivable, or finance support
- Strong Excel skills and comfort working with financial data
- Experience using Salesforce or a similar CRM
- Confidence communicating with customers by phone and email
- Clear, professional written and verbal communication skills
- Strong organization, time management, and attention to detail
- Comfort working to deadlines in a fast‑paced, high‑volume environment
- A proactive, solutions‑oriented approach and willingness to roll up your sleeves
- Resilience, adaptability, and calm under pressure
- Curiosity and a continuous improvement mindset
Nice To Haves
- Familiarity with Adobe Commerce (Magento) preferred
Responsibilities
- Draft partnership agreements and set up billing across all customer types
- Manage daily billing and AR support cases with speed, accuracy, and care
- Generate, review, and issue timely and accurate invoices
- Process incoming payments and reconcile customer accounts
- Monitor outstanding balances, follow up on past-due accounts, and escalate delinquency when required
- Support monthly billing cycles, including specialized invoicing, data cleanup, and partner communications
- Maintain data integrity through audits, reconciliations, and Salesforce documentation
- Act as a subject matter expert for US billing and AR processes
- Collaborate with CX, Finance, Legal, Sales, and global teams on contracts and billing matters
- Build and maintain standard operating procedures (SOPs)
- Lead or support ad hoc projects and process‑improvement initiatives
- Step in flexibly to support urgent priorities and business-critical needs
Benefits
- We’re committed to building an inclusive, supportive workplace where people can do their best work and grow their careers.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
