As a Customer Success - Billing (A/P & A/R) team member, you'll be at the intersection of customer care, billing operations, and technical support
This is a hybrid role that combines financial accuracy with exceptional service, ensuring our customers are supported from invoice to resolution
Your tech background will help you quickly adapt to tools, automate tasks, and improve internal processes
You will work primarily with B2B customers, so professionalism, responsiveness, and clarity in communication are critical
You will frequently engage in phone and video calls-resolving billing issues, walking clients through payment processes, and coordinating with vendors or internal teams
Your ability to balance financial tasks with customer interactions will be key to your success
Customer Billing Support:
Respond to billing-related inquiries from customers with professionalism and accuracy
Accounts Receivable (A/R):
Generate and send invoices, monitor payments, and follow up on outstanding balances
Accounts Payable (A/P):
Assist in processing vendor payments, ensuring accuracy and timely delivery
Reconciliation:
Perform regular reconciliation of transactions, helping maintain clean and accurate records
Technical Assistance:
Use internal tools and platforms (e.g., CRMs, invoicing systems) to support both customers and team operations; suggest or implement automations when possible
Customer Success Collaboration:
Work closely with Customer Success Managers to ensure clients' financial needs are met and issues are resolved quickly
Documentation & Process Improvement:
Maintain organized records and help improve billing and finance-related processes as we scale
Cross-Functional Support:
Occasionally assist with general administrative, finance, or tech tasks to support the broader team
Takes initiative, learns quickly, and seeks ways to solve problems independently
Motivated by clear targets and performance metrics; focused on achieving measurable results
Be part of a fast-paced startup where your work makes a visible impact on our growth and customer experience
Требования
Accounting/Finance Background:
Comfortable using modern tools like CRMs, accounting platforms or able to learn quickly
Customer Focused:
Passion for delivering an outstanding customer experience with clarity and empathy
Highly Organized:
Able to manage multiple billing and finance tasks simultaneously without losing detail
Strong Communication:
Clear written and verbal skills to explain complex billing topics in a friendly, accessible way
Creative in solving problems, overcoming obstacles, and finding better ways to get the job done
Clear written and verbal skills, with energetic and friendly phone presence; comfortable handling frequent calls and video meetings
Analytical Mindset:
Ability to spot discrepancies, reconcile accounts, and streamline processes
Goal and KPI Driven:
Collaborative attitude with a willingness to help out where needed
Условия
Health, Dental, and Vision Insurance
Flexible Schedule & Work Environment
Paid Time Off (PTO)
Opportunities for Professional Development and Networking
