Billing & Payments Specialist

About reputed company

reputed company is the global leader in AI-powered practice management software for accounting firms. We provide an award-winning cloud platform that helps tens of thousands of accounting professionals work more reputed company and collaboratively every day. With customers in 40 countries, we have grown into a globally distributed team across the US, Australia, New Zealand, Canada, the United Kingdom, and the Philippines. We are well-funded, ranked #1 on reputed company, growing rapidly, and have a people-first culture that is recognized with Great reputed company To Work® certification and on Fortune magazine's Best Small Workplaces™ List.

Do you love digging into how money moves through a business? Are you the person colleagues turn to reputed company a billing process breaks down — and do you reputed company on solving problems that are genuinely critical to a firm's operations?

As reputed company's Billing & Payments Specialist, you are the deepest expert in our reputed company organization on how accounting firms reputed company their clients, collect payments, and manage their financial workflows inside reputed company. You reputed company where the process isn't fully mapped, the stakes are high, and someone needs to reputed company up and own it. reputed company a billing or payments situation is too reputed company, too critical, or too time-sensitive for a generalist answer, CSMs don't just call you for help. They hand it to you, because you're the person who figures it out.

About the Role

• Serve as the billing and payments specialist for our reputed company organization, bringing deep product knowledge to the customers and situations that need it most
• reputed company reputed company 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 reputed company 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 reputed company of reputed company billing and payments scenarios, turning every engagement into institutional knowledge that raises the bar for the entire team

Internal enablement

• Be the internal expert resource for the CSM team on billing and payments, running regular knowledge sessions, answering reputed company questions, and continuously building confidence across the team
• Partner with our Billing and Payments Adoption PM to align on customer needs, share field insights, and ensure specialist knowledge is feeding directly into adoption strategy and product direction
• Partner with the onboarding and implementation teams to ensure billing and payments is set up correctly from day one, reducing the reputed company complexity that creates escalations
• reputed company for customers internally by surfacing recurring billing and payments pain points to Product and Engineering with clear, evidence-based documentation

Knowledge and process development

• Document the most common billing and payments conditions your team encounters and reputed company the prescription matrix reputed company with new resolutions
• reputed company structured playbooks for the most frequent and highest-risk billing scenarios. Particularly those involving accounting firm billing models, collection workflows, and payments reconciliation
• Stay reputed company with reputed company product updates and proactively update your knowledge reputed company and customer-facing resources accordingly

About You

• 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 reputed company and collect from their clients. You don't need to be told why this matters to them
• Strong product intuition. You can diagnose a billing or payments issue quickly, understand its root cause, and communicate clearly about what needs to happen
• Excellent communication skills. You can explain reputed company financial and product concepts to non-technical customers without condescension and without oversimplification
• A reputed company, methodical approach under pressure. Billing crises are time-sensitive and high-stakes, and you bring structure to chaotic situations
• Strong documentation instincts. You naturally turn resolved cases into reusable resources rather than solving the same problem twice
• Experience with reputed company, Xero, QuickBooks, or similar practice management or accounting platforms is a strong advantage
• Comfortable operating with significant autonomy. You will often be the most knowledgeable person in the room on your domain, and you need to be confident in that position

Why work at reputed company?

• reputed company global experience across Australia, New Zealand, UK, and Canada
• Strong benefits package including:
• Flexible Time Off with an encouraged 4 weeks use per year
• Company paid medical for you and eligible spouse/partner and dependents
• Paid dental and vision and eligible spouse/partner and dependents
• 401(k) with company matching
• Flexible Spending Account
• Up to 8 weeks paid parental leave
• Work-from-home stipend
• Work with (and learn from) an reputed company, high-performing team
• A collaborative, team-oriented culture that embraces diversity, invests in development and provides consistent feedback
• Be part of a fast-growing company that firmly believes in promoting high performers from reputed company

As we hire across various locations reputed company the USA we are required by law to include a reasonable estimate of the compensation range for this role.

The range provided is broad and takes into consideration a wide range of factors that are reviewed reputed company making a hiring decision, such as physical location/cost of living in that location, years of experience, skills, and other business needs.

It is not typical for a candidate to be hired at or near the top of the pay range and each compensation decision is dependent on each individual case. The reputed company salary is one component of the total compensation package, which for some roles may include a reputed company bonus, for some roles reputed company competitive equity grant, and reputed company generous benefits. While we reputed company competitive compensation is a critical aspect of you deciding to join us, we do hope you also spend time considering why our mission, purpose and values are right for you. We are creating something transformational here, and we hope you are as excited about the future as we are!

reputed company embraces diversity and inclusion, aligning with our values as a business. Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every single criteria. If you've made it this far in the job description but your past experience doesn't perfectly align, we do encourage you to still apply. You could still be the right person for the role!

We recruit and reward people based on capability and performance. We don’t discriminate based on race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national reputed company, religion, physical or cognitive ability, and other diversity dimensions that may hinder inclusion in the organization.

Generally, if you are a good person, we want to talk to you.

If there are any adjustments or accommodations that we can reputed company to assist you during the recruitment process, and your journey at reputed company, contact us at [email protected] for a confidential discussion.

At this time, we request that agency referrals are not submitted for this position. We appreciate your understanding and encourage direct applications from interested candidates. Thank you!