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Customer Operations Specialist

4 months ago

AUSTIN, United States Digital Pharmacist Full time

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:

  • 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:

  • 2 - 3 years of experience in Accounts Payable or general accounting experience
  • Prior Salesforce experience highly preferred
  • Chargify or Bill.com experience preferred