Customer Success Specialist – Billing Operations

Customer Success Specialist – Billing Operations

Salary: 60,000 to 65,000 USD

Location: Chicago, IL | Hybrid | Full-Time

The Customer Success Specialist – Billing Operations provides exceptional service to both internal and external customers while supporting day‑to‑day success of Billing Operations and Accounts Receivable functions.

Working closely with the Customer Success Lead – AR & Billing Operations, you’ll manage billing setups, invoicing, payment processing, and account follow‑ups, while serving as a subject matter expert for US billing processes. You’ll collaborate cross‑functionally with Customer Experience (CX), Finance, Legal, and global stakeholders to ensure accuracy, compliance, and a seamless partner experience.

• Draft partnership agreements and set up billing across all customer types
• Manage daily billing and AR support cases with speed, accuracy, and care
• Generate, review, and issue timely and accurate invoices
• Process incoming payments and reconcile customer accounts
• Monitor outstanding balances, follow up on past‑due accounts, and elevate delinquency when required
• Support monthly billing cycles, including specialized invoicing, data cleanup, and partner communications
• Maintain data integrity through audits, reconciliations, and Salesforce documentation
• Act as a subject matter expert for US billing and AR processes
• Collaborate with CX, Finance, Legal, Sales, and global teams on contracts and billing matters
• Build and maintain standard operating procedures (SOPs)
• Lead or support ad hoc projects and process‑improvement initiatives
• Step in flexibly to support urgent priorities and business‑critical needs

• Billing, invoicing, and AR KPIs are consistently met or exceeded
• Invoices are accurate, on time, and error‑free

• 2+ years of experience in billing operations, accounts receivable, or finance support
• Strong Excel skills and comfort working with financial data
• Experience using Salesforce or a similar CRM
• Familiarity with Adobe Commerce (Magento) preferred
• Confidence communicating with customers by phone and email
• Clear, professional written and verbal communication skills
• Strong organization, time management, and attention to detail
• Comfort working to deadlines in a fast‑paced, high‑volume environment
• A proactive, solutions‑oriented approach and willingness to roll up your sleeves
• Resilience, adaptability, and calm under pressure
• Curiosity and a continuous improvement mindset

• Drive – We take ownership and follow through
• Curiosity – We challenge the status quo and look for better ways
• Insight – We focus on what matters and solve root problems
• Courage – We do the right thing, even when it’s hard
• Impact – We deliver results that make a real difference

• Location:
  
  Chicago office (hybrid)
• Schedule:
  
  Monday–Friday, 9:00 AM–5:30 PM
• Occasional work outside standard hours may be required to meet business needs

req
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Please note:

AI tools may be used in our recruitment process alongside human review.