Customer Billing & Success Specialist

1 hour, 34 minutes ago
Full-time
Junior
Customer and Technical Support
Kaseya

Kaseya

Kaseya provides integrated IT management and security solutions for MSPs and SMBs, enabling centralized IT operations, remote management, cybersecurity, and automation.

IT Services
1K-5K
Founded 2000
$567M raised

Description

  • Resolve customer billing, invoicing, tax, and payment inquiries through Salesforce, email, and phone.
  • Review invoices, credits, usage, and payment history to identify discrepancies and root causes.
  • Apply basic accounting concepts when evaluating billing disputes.
  • Communicate resolutions and next steps clearly to customers.
  • Document cases accurately and escalate complex issues when needed.
  • Partner with Billing, Accounting, Collections, and Sales Operations to resolve issues end to end.
  • Identify recurring issues and contribute to process and documentation improvements.

Requirements

  • Bachelor’s degree preferred, or equivalent experience in Business, Finance, Accounting, or a related field.
  • 2+ years of experience in customer support, billing operations, or financial operations.
  • 2+ years of foundational understanding of billing, payments, credits, and basic accounting principles.
  • Awareness of tax considerations such as sales tax or exemptions is a plus.
  • Strong written and verbal communication skills.
  • Detail-oriented with strong analytical and problem-solving abilities.
  • Comfortable learning systems such as Salesforce, NetSuite, Power BI, and Excel.

Interested in this position?

Apply directly on the company website

Apply Now

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