Billing Operations Specialist

The Billing Operations Specialist is responsible for managing client billing operations, subscription updates, invoicing, refunds, and revenue-related administrative processes within Zoho Billing. This role ensures billing accuracy, timely invoicing, proper account setup, and smooth coordination between onboarding, ongoing client management, and offboarding processes.

We’re looking for someone who is ready to learn and grow professionally and wants a career (not just a job). We can train you on a lot of things, but here are our non-negotiables:

• 1-2 years experience using Zoho Billing or similar subscription and invoicing platforms.
• 1-2 years experience in invoicing, subscription management, or revenue operations preferred.
• Strong attention to detail and accuracy in billing and financial processes.
• Excellent organizational and time management skills.
• Ability to manage multiple billing tasks and deadlines efficiently.
• Strong communication and problem-solving abilities.
• Bachelor's Degree in Business, Accounting, Finance, or relevant work experience.

• This role will involve a LOT of client interaction and communication. Communication is your jam. You’re extremely comfortable in conversations with clients such that the client leaves inspired and resolved. You excel at putting together emails to clients.
• You are able to put someone at ease who is stressed out and anxious.
• You don’t hesitate to set clear boundaries and expectations with clients, never afraid to follow up to get what you need to get across the finish line.
• You are energized by new challenges and problems to solve.You are great at researching (and understanding) complex information.
• You approach life proactively and don’t sit around waiting to be told what to do.
• When you read over TaxValet’s core values, you feel excited and inspired at the thought of embodying them day-to-day.
• You are not afraid to challenge the status quo and speak up when something doesn’t seem right. You’re confident in voicing concerns and advocating for what’s best for the team, clients, and TaxValet as a whole.
• You bring both a high attention to detail and a curious mind. 
• You know how to follow rules and processes, but you’re also creative and think beyond the standard approach when necessary.
• You don’t waste time on frivolous activities. You manage an ever-changing calendar with ease due to your excellent time management skills. You’ll need to plan in advance, and also be flexible when changes need to be made. 
• You’re always a team player at heart, and you never hesitate to share your learnings with your team or apply learnings gained from your collaboration with others. 
• It’s natural for you to bring order and clarity to complex and chaotic situations.

Please note that the final step before being hired is for you to arrange reference calls with three of your former managers. 

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No surprises here! After a year on the job, you’ll be measured by these specific outcomes:

• Client Onboarding Billing Setup. 100% on time completion of these tasks to ensure a smooth process for new clients while in onboarding.
• Billing Management & Client Invoicing.
• Completed invoice and credit notes creation requests within 5 business days
• Client billing issues are resolved on average within 14 business days.
• Billing Review & Reconciliation. 100% of clients due for the month have been scrubbed with no irreconcilable differences.
• Subscription & Pricing Updates. 100% on-time completion of Price Increases and corresponding tasks for existing clients.
• Referral & Commission Tracking.
• 100% accuracy of partner referral data entered into the billing system within 30 days of the client’s onboarding start date.
• 100% of internal/client referral credits  applied to the ledger within one billing cycle of onboarding completion.
• Client Communication. Responds and take action to all tickets received within 2 business days from date of ticket assignment 
• Completion of online education and training. You will complete 3 hours per quarter of educational training.

We’d love to be in touch. Please apply online with a resume and cover letter. Each application will be reviewed with intention and care. So, the more effort you put in up-front, the higher likelihood we’ll reach out. If there’s a mutual interest, we’ll reach out to you to collect additional information. Thanks, and we’re really looking forward to meeting you.

We're actively taking steps to make sure our culture is inclusive and that our processes and practices promote equity for all, including people of color, people from working-class backgrounds, women, and members of the LGBTQ+ community. We welcome and encourage applications from people with these identities or members of other historically marginalized groups.

Research shows that women and people of color tend not to apply to jobs unless they believe they are 100% qualified and apply to fewer senior-level positions. With that in mind, we encourage you to apply if you're not sure whether you meet our qualifications. We'd love to have the opportunity to consider you.