SaaS Customer Helpdesk Billing Specialist

About 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.

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
• 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

• Career Growth: This role offers a direct path into more senior Customer Success, Operations, or Finance roles as we scale.
• Dynamic Tech Environment: Work at the forefront of digital signage technology with a team that values innovation and continuous learning.
• Ownership & Impact: Be part of a fast-paced startup where your work makes a visible impact on our growth and customer experience.
• Great Team: Join passionate, driven professionals who care about doing great work and helping each other succeed.
• 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