Billing Specialist - Kaseya

Customer Operations & Success Specialist (Billing and Payments)

As a Customer Operations and Success Specialist, you will support our partners by reviewing and resolving billing, invoicing, tax, and payment related inquiries. This role blends customer service with financial operations, requiring strong attention to detail and a foundational understanding of accounting and billing workflows.

You will work cross functionally with Billing, Accounting, Collections, and Sales Operations to investigate disputes, communicate outcomes clearly, and ensure an accurate and positive customer experience in a fast paced, global environment.

Key Responsibilities

• 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 cause
• Apply basic accounting concepts when evaluating billing disputes
• Clearly communicate resolutions and next steps to customers
• Document cases accurately and escalate complex issues when needed
• Partner with internal teams to resolve issues end to end
• Identify recurring issues and contribute to process and documentation improvements

Qualifications

• Bachelor’s degree preferred or equivalent experience in Business, Finance, Accounting, or a related field
• Experience in customer support, billing operations, or financial operations is a plus
• 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