Billing and Payments Specialist

Job Summary

A company is looking for a Billing & Payments Specialist.

Key Responsibilities

• Serve as the billing and payments expert for the Customer Success organization, leading complex engagements from assessment to resolution
• Partner with Customer Success Managers to guide customer discussions on billing and payments
• Document and refine billing processes, creating structured playbooks for common scenarios

Required Qualifications

• 3+ years in a customer-facing specialist or technical support role, preferably in B2B SaaS with a financial component
• Deep understanding of billing and collection processes in accounting firms or professional services
• Experience with practice management or accounting platforms like Karbon, Xero, or QuickBooks is advantageous
• Ability to operate autonomously and confidently in high-pressure situations
• Strong documentation skills to create reusable resources from resolved cases