Customer Operations Specialist
2 weeks ago
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
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