Customer Operations Specialist

2 weeks ago


Austin, United States Digital Pharmacist Full time
Job DescriptionJob Description

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

Powered by JazzHR

tH14W1nQm8



  • Austin, United States Digital Pharmacist Inc. 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...


  • Austin, Texas, United States Digital Pharmacist Full time

    Summary of Job:The Customer Operations Specailist will leverage their knowledge and practical understanding of Payment/Invoice systems such as Chargify, , 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...


  • Austin, United States Digital Pharmacist Full time

    Summary of Job:The Customer Operations Specailist 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...


  • Austin, Texas, United States TRNSACT Full time

    Customer Onboarding Specialist at TrnsactLocation: RemoteDepartment: Customer SuccessType: Full TimeMin. Experience: 2 yrs ExperienceAbout Trnsact:TRNSACT is a leading technology company revolutionizing the way businesses engage with financial transactions online. Our platform offers a seamless, secure, and efficient equipment buying experience for...


  • Austin, United States Rollins Full time

    ** Customer Relations Specialist** **Job Category****:** Customer Service **Requisition Number****:** CUSTO025221 Showing 1 location **Job Details** **Description** Customer Service Specialist **At Orkin, our purpose is to help protect the world where we live, work, and play.** Our **Customer Service Specialists** are committed to this purpose. Our...


  • Austin, United States Rollins Full time

    ** Customer Service Specialists** **Job Category****:** Customer Service **Requisition Number****:** CUSTO021754 Showing 1 location **Job Details** **Description** **At Orkin, our purpose is to help protect the world where we live, work, and play.** Our **Customer Service Specialists** are committed to this purpose. Our **Customer Service Specialists** are...


  • Austin, United States Systems Ally Full time

    **Hybrid** **(Can also be hybrid in Lake County)** **The position will require both remote and in-person availability.** **Title: Intake Specialist I** **Purpose**: - The Intake Specialist I works to support PMQA through providing the initial triaging of complaints from all channels and serve as the first point of contact with the customer. - They will...


  • Austin, United States Shift Robotics Full time

    Job DescriptionJob DescriptionAs a Customer Support Specialist at Shift, you will play a vital role in ensuring our customers receive exceptional service and support for all their inquiries and needs related to our products. This multifaceted role will involve addressing customer inquiries, handling returns, coordinating product repairs, managing shipping...


  • Austin, United States Yardi Voyager Full time

    ** Customer Care Specialist** Customer Care Specialist Austin, TX Yardi is a global software company providing innovative property management solutions and services in every real estate market. We are focused on providing our customers with superior products and outstanding customer service. We are passionate about technology and believe work should be...


  • Austin, United States Really Full time

    Are you a dynamic and motivated individual? Do you thrive on creating positive customer experiences and driving new business? If so, we have the perfect opportunity for you! Join REALLY as a Customer Experience Specialist, where you will play a pivotal role responsible for delivering a white glove experience to our wireless customers. * This position is...


  • Austin, United States Willbanks Associates Inc Full time

    Job DescriptionJob DescriptionDescription:Field Operations Specialist We are looking for an energetic and experienced Field Operations Specialist to join our growing team! For the right individual, the rewards — financial and personal — will be tremendous.About WillbanksWillbanks, Inc. is a 3rd generation family business founded in 1977 specializing in...


  • Austin, United States Really Communications, Inc. Full time

    Job DescriptionJob DescriptionAre you a dynamic and motivated individual? Do you thrive on creating positive customer experiences and driving new business? If so, we have the perfect opportunity for you! Join REALLY as a Customer Experience Specialist, where you will play a pivotal role responsible for delivering a white glove experience to our wireless...


  • Austin, Texas, United States Shift Robotics Full time

    As a Customer Support Specialist at Shift, you will play a vital role in ensuring our customers receive exceptional service and support for all their inquiries and needs related to our products. This multifaceted role will involve addressing customer inquiries, handling returns, coordinating product repairs, managing shipping logistics, and supporting B2B...


  • Austin, United States Mobile Veterinary Specialist Full time

    Job DescriptionJob DescriptionAbout Mobile Veterinary Specialist (MVS)Mobile Veterinary Specialist is the leading provider of mobile surgical services in the greater Austin area. MVS is a team of board-certified veterinary surgeons that have been providing specialty care ​in the comfort and convenience of general practice veterinary facilities since 2012....


  • Austin, United States Reflex USA Full time

    About Reflex Reflex is changing the way that 15-million Americans work in retail. We're building a platform that matches leading apparel brands with the top tier of retail talent, on-demand. About this role Reflex is growing fast, and we're looking for Operations Support Specialists to support Reflex in our mission to build the best way to work in retail by...


  • Austin, United States UL Solutions Full time

    Job Description As a Senior Customer Marketing Specialist you will be instrumental in UL Solutions efforts in delighting and engaging our existing customer base. This role will be responsible for developing and executing customer marketing strategies to drive customer retention, loyalty, and advocacy. Responsibilities Develop a deep understanding of our...


  • Austin, Texas, United States UL Solutions Full time

    JOB DESCRIPTIONAs a Senior Customer Marketing Specialist you will be instrumental in UL Solutions efforts in delighting and engaging our existing customer base. This role will be responsible for developing and executing customer marketing strategies to drive customer retention, loyalty, and advocacy.RESPONSIBILITIESDevelop a deep understanding of our...


  • Austin, United States MNTN Full time

    At MNTN, we've built a culture based on quality, trust, ambition, and accountability - but most importantly we really like working here. We're looking for people who naturally want to do more, own more, and make an impact in their careers - and we're seeking someone that can help us grow our team. We know that one of the keys to our growth as an...


  • Austin, United States MNTN Full time

    Job DescriptionJob DescriptionAt MNTN, we've built a culture based on quality, trust, ambition, and accountability – but most importantly we really like working here. We're looking for people who naturally want to do more, own more, and make an impact in their careers – and we're seeking someone that can help us grow our team.We know that one...


  • Austin, United States Envoy Full time

    **About Envoy**: Envoy's workplace platform has redefined how companies welcome visitors, improve the onsite experience, book desks and meeting rooms, manage deliveries, and access accurate and unified workplace data in 16,000 locations around the globe by designing products that solve common workplace problems. Envoy provides a simple way to manage your...