Customer Operations Specialist

Summary of Job:

The Customer Operations Specialist will leverage their knowledge and practical understanding of Payment/Invoice systems such as Chargify, Bill.com, and Salesforce CPQ/Billing as it relates to invoice generation, product configuration, payment reconciliation and improvement for a rapidly evolving SaaS organization. This position will be based out of our Austin, TX office and is a hybrid role that will work 2 days per week in the Austin office.

Description of Job Duties:

• Maintains, and distributes accounting documents, records and reports

• Processes payments via multiple channels such as Chargify, Salesforce and Bill.com

• Handles communication both written and via telephone regarding payment and compensation

• Matches the corresponding payment reports to participant records with all supporting documentation

• Investigates and resolves problems associated with processing of payments

• Assists with monthly status reports, and monthly closings

• Coding invoices, vouchers, expense reports, check requests, etc., with correct codes conforming to standard procedures to ensure proper entry into payment software

• Work with customers that are late or defaulted on payments

• Receives, researches and resolves a variety of routine internal and external inquiries concerning account status, including communicating the resolution of discrepancies to appropriate persons

• Excellent organizational and time management skills to manage multiple tasks and meet deadlines

• Excellent interpersonal communication and critical thinking skills

• Support deployment and post-implementation testing/validation of configuration changes and releases for new products within Salesforce/Chargify

• Partner with business stakeholders and project managers to proactively identify, drive, and build improvements, enhancements, and system customization that solve business needs

• Focus on user experience, solving business issues and ensure data accuracy across the system

• Perform month-end support duty

• Other duties as assigned

Required Skills and Experience:

• 2 - 3 years of experience in Accounts Payable or general accounting experience

• High degree of intellectual curiosity to expand knowledge base and put learning to action with the aim of impacting the top and bottom line of the business

• Strong service and solutions oriented approach

• Comfortable working with cross functional teams in Sales, Customer Success and Finance

• Have ability to work independently with minimal supervision

• Excellent verbal and written communication and the ability to interact professionally with diverse groups, executives, managers, and subject matter experts

Preferred Skills and Experience:

• Prior Salesforce experience highly preferred

• Chargify or Bill.com experience preferred