Billing & Payments Specialist

📋 Description

• Serve as the billing and payments specialist for Customer Success, bringing deep product knowledge.
• Lead complex billing and payments engagements end to end, from assessment to resolution.
• Partner with CSMs as the subject matter expert on billing and payments.
• Continuously refine how billing engagements are handled to sharpen interactions.
• Build a living knowledge base of billing scenarios to raise team performance.
• Be the internal expert resource for the CSM team on billing and payments.

🎯 Requirements

• 3+ years in a customer-facing specialist role in B2B SaaS with payments.
• Deep familiarity with how accounting firms bill and collect from clients.
• Strong product intuition to diagnose billing issues quickly and identify root cause.
• Excellent communication skills to explain complex concepts to non-technical customers.
• A calm, methodical approach under pressure for time-sensitive billing crises.
• Strong documentation instincts to create reusable resources.

🎁 Benefits

• Gain global experience across Australia, New Zealand, UK, and Canada.
• Flexible Time Off with encouraged 4 weeks use per year.
• Company-paid medical for you and eligible dependents.
• Paid dental and vision for you and dependents.
• 401(k) with company matching.
• Flexible Spending Account.