OTC Billing/Data Specialist

Aptean•Alpharetta, GA

About The Position

Aptean is seeking a detail-oriented, technically curious OTC Billing/Data Specialist to resolve complex, high-impact billing and data issues. The role combines data investigation, systems thinking, and customer advocacy, using AI tools and data analysis to identify root causes, address them permanently, and apply learnings across the order-to-cash lifecycle. The specialist owns customer cases from intake through closure, communicates proactively, supports the customer advocacy team with complex issues, and helps maintain internal knowledge resources that can support AI-assisted triage and self-service. The role also contributes to workflow automation in partnership with Business Systems, uses Salesforce and Sage Intacct to investigate discrepancies, reviews and distributes professional services invoices while ensuring VAT is correctly applied, and supports other OTC activities as needed. Aptean describes its environment as fast-paced, flexible, and casual, with opportunities for career development and growth. The company develops mission-critical, industry-specific software and emphasizes diversity, equity, and inclusion.

Requirements

Bachelor’s degree in Business, Accounting, Economics, Management Information Systems, or a related field.
0–2 years of experience.
Strong interest in quote-to-cash processes and operational problem solving.
Excellent customer service skills and clear, professional communication skills.
Detail-oriented, accurate, analytical, organized, and able to manage multiple cases in a deadline-driven environment.
Able to work effectively with cross-functional teams.
Familiarity with Salesforce and Sage Intacct, or willingness to learn these systems.

Responsibilities

Investigate and resolve customer billing and data issues across the order-to-cash process, supporting the customer advocacy team with complex, high-impact cases.
Own cases from intake to closure, provide clear and proactive customer communication, and adhere to tight service-level agreements.
Build and maintain internal knowledge base content, including structured documentation that can support AI-assisted triage and self-service tools.
Identify parts of the resolution workflow that can be templated, automated, or AI-assisted, and partner with Business Systems on implementation.
Use Salesforce CRM and Sage Intacct billing systems to track, analyze, and resolve discrepancies.
Review and distribute professional services invoices, ensuring VAT has been correctly applied.
Support order-to-cash activities as needed.