Billing & Payments Specialist
K
KarbonB2B SaaS, Accounting
Remote, United StatesFull-TimeMiddle
Salary85000 - 125000 USD per year
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Job Details
- Experience
- 3+ years
- Required Skills
- QuickBooks
Requirements
- 3+ years in a customer-facing specialist, solutions consultant, or technical support role
- Experience in B2B SaaS with a financial or payments component
- Deep familiarity with how accounting firms or professional services businesses bill and collect
- Strong product intuition to diagnose billing or payments issues quickly
- Excellent communication skills to explain complex financial and product concepts
- A calm, methodical approach under pressure
- Strong documentation instincts, turning resolved cases into reusable resources
- Experience with Karbon, Xero, QuickBooks, or similar practice management or accounting platforms (strong advantage)
- Comfortable operating with significant autonomy
Responsibilities
- Serve as the billing and payments specialist for our Customer Success organization
- Lead complex billing and payments engagements end to end, from initial assessment through resolution
- Partner with CSMs in customer sessions as the subject matter expert
- Continually assess and refine how billing and payments engagements are handled
- Build a living knowledge base of complex billing and payments scenarios
- Be the internal expert resource for the CSM team on billing and payments
- Partner with our Billing and Payments Adoption PM to align on customer needs and share field insights
- Partner with the onboarding and implementation teams to ensure billing and payments is set up correctly
- Advocate for customers internally by surfacing recurring billing and payments pain points to Product and Engineering
- Document the most common billing and payments conditions and keep the prescription matrix current
- Develop structured playbooks for the most frequent and highest-risk billing scenarios
- Stay current with Karbon product updates and proactively update your knowledge base and customer-facing resources
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