SaaS Customer Helpdesk Billing Specialist

The Role

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.

Key Responsibilities

• 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.

Requirements

• Accounting/Finance Background: Experience with A/R, A/P, invoicing, or similar financial tasks preferred.
• Tech-Savvy: 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.
• Self-Starter: Takes initiative, learns quickly, and seeks ways to solve problems independently.
• Resourceful: Creative in solving problems, overcoming obstacles, and finding better ways to get the job done.
• Strong Communication: 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: Motivated by clear targets and performance metrics; focused on achieving measurable results.
• Team Player: Collaborative attitude with a willingness to help out where needed.

Benefits

• Health, Dental, and Vision Insurance
• Flexible Schedule & Work Environment
• Paid Time Off (PTO)
• Opportunities for Professional Development and Networking
• Fast-Paced, Fun Culture in a Growing Tech Company