Billing Specialist

1 month ago

Boston, Massachusetts, United States Klaviyo Full time

At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you're a close but not exact match with the description, we hope you'll still consider applying. Want to learn more about life at Klaviyo? Visit to see how we empower creators to own their own destiny.
Klaviyo is seeking a Billing Specialist that will actively contribute to the growth and development of our Order To Cash and Finance functions. This highly impactful role will work cross-functionally with teams like customer success, product, operations, and sales to ultimately provide a best-in-class customer experience, foster strong working relationships, and support how our customers interact with Finance. This support will include new customer onboarding (internal), customer Q&A, internal FAQ, improvements in operational processes, and data entry. This person must be self-motivated, dedicated, hard-working, and extremely organized. It's an incredibly exciting time for our team, as Klaviyo continues to tackle new challenges in a fast-paced, growing environment. Come join us and help create a delightful experience for our customers.
How You Will Make a Difference

  • Manage finance onboarding process for new Klaviyo customers that will accurately align contract pricing, commercial terms, and billing contacts
  • Manage AR/Onboarding requests based on internal SLA's for new customers
  • Track contract amendments to ensure they are properly executed on customer invoices
  • Periodically review credit memo applications and usage based invoices
  • Provide customers with tax documents and new vendor forms to assure timely payment
  • Own Slack escalation pipelines, as well as Zendesk escalations
  • Update and manage Finance Operating Guides to help prevent mis-information across the company
  • Assist in month, quarter, and year end close cycles by reporting accurate data
  • Assist in special Accounts Receivable projects and testing

Who You Are

  • Located in Boston, hybrid role: in-office 3x's a week
  • Experience in accounts receivable platforms; Stripe, Zendesk, Salesforce, NetSuite is a plus
  • 1-2 years of experience in a SaaS industry
  • Basic understanding of accounting principals
  • Intermediate Excel skills (Pivot Tables, Index Match, Sum If, etc.)
  • Must be able to thrive in a fast-paced, innovative environment including ability to remain flexible, proactive, resourceful, and efficient while interacting with internal and external stakeholders
  • Ability to work collaboratively and effectively with others within and outside of Finance teams
  • Excellent communication skills both on the phone and via email
  • Must be detail oriented and deadline driven with strong organizational skills
  • Must be able to work independently, take initiative in identifying needs, organizing work day, and make effective use of time
  • Strong attention to accuracy and detail

#LI-hybrid
The pay range for this role is listed below. Sales roles are also eligible for variable compensation and hourly non-exempt roles are eligible for overtime in accordance with applicable law. This role is eligible for benefits, including: medical, dental and vision coverage, health savings accounts, flexible spending accounts, 401(k), flexible paid time off and company-paid holidays and a culture of learning that includes a learning allowance and access to a professional coaching service for all employees.
Base Pay Range For US Locations:
$ $41.54 USD
Get to Know Klaviyo
We're Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we're developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators-ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you're ready to do the best work of your career, where you'll be welcomed as your whole self from day one and supported with generous benefits, we hope you'll join us.
Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law.
IMPORTANT NOTICE: Our company takes the security and privacy of job applicants very seriously. We will never ask for payment, bank details, or personal financial information as part of the application process. All our legitimate job postings can be found on our official career site. Please be cautious of job offers that come from non-company email addresses ), instant messaging platforms, or unsolicited calls.

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