Customer Experience Specialist

Role Overview

• Manage billing, recurring subscriptions, and account updates, including new installs, upgrades, and changes in Salesforce and NetSuite.
• Support enterprise collections, including follow-up on outstanding invoices for enterprise customers.
• Process payments (check, ACH, wire, credit card) and maintain accurate financial records.
• Handle customer inquiries and escalations, providing resolution or routing to the appropriate team.
• Produce monthly statements, credit memos, journal entries, and special reports for internal and external stakeholders.
• Support special projects and process improvements, including data cleanup, policy updates, and internal reporting.
• Maintain accurate documentation of processes and procedures to support operational efficiency.
• Assist with minor administrative or reception tasks as needed, such as directing calls or handling mail.
• Proficiently use Microsoft Excel, Word, Outlook, and other standard office software to manage reporting, data entry, and communication tasks.

Requirements

• 2+ years of experience in billing, finance, and administrative operations
• Proficiency in Salesforce, NetSuite, and Microsoft Office (Excel, Word, Outlook)
• Strong understanding of billing, invoicing, collections, and month-end financial processes
• Excellent communication, customer service, and cross-functional collaboration skills
• Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment
• Integrity and accuracy in handling sensitive financial and customer information

Benefits

• Inclusive workplace that values diversity of thought, experience, and background
• Equal Opportunity/Affirmative Action employer