Billing & Payments Specialist

3+ years in a customer-facing specialist, solutions consultant, or technical support role, ideally in B2B SaaS with a financial or payments component

Deep familiarity with how accounting firms or professional services businesses bill and collect from their clients.

Strong product intuition.

You can diagnose a billing or payments issue quickly, understand its root cause, and communicate clearly about what needs to happen

You can explain complex financial and product concepts to non-technical customers without condescension and without oversimplification

A calm, methodical approach under pressure.

Serve as the billing and payments specialist for our Customer Success organization, bringing deep product knowledge to the customers and situations that need it most

Lead complex billing and payments engagements end to end, from initial assessment through resolution, owning the strategy, the communication, and the outcome

Partner with CSMs in customer sessions as the subject matter expert, shaping the approach and guiding the conversation on all things billing and payments

Continually assess and refine how billing and payments engagements are handled, maturing the process over time so every interaction is sharper than the last

Build a living knowledge base of complex billing and payments scenarios, turning every engagement into institutional knowledge that raises the bar for the entire team