Job Description

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 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:

2 - 3 years of experience in Accounts Payable or general accounting 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: