Billing Operations Lead

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TaxValet — Sales Tax Done for You.

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11 - 50 employees

💸 Finance

📋 Compliance

☁️ SaaS

Finance • Compliance • SaaS

TaxValet is a specialized service provider focusing on comprehensive sales tax compliance for businesses. Catering to eCommerce sellers, international sellers, SaaS companies, and tax & accounting partners, TaxValet offers a 'done-for-you' solution to simplify sales tax management. The company provides dedicated sales tax expertise, strategic planning, audit defense, nexus determination, and personalized guidance, ensuring businesses remain compliant across all U. S. states. TaxValet promises a stress-free experience by offering real human expertise rather than relying solely on automated software, and backs its services with a 'Sleep Easy' triple guarantee to prevent audit-related costs. With a focus on accuracy and client satisfaction, TaxValet enables businesses to concentrate on growth without the burden of tax compliance.

📋 Description

• Evaluate and redesign billing workflows and systems as this function scales, identifying and implementing improvements to processes inherited from multiple prior owners. • Client Onboarding & Billing Account Setup. You will manage the billing setup process for newly onboarded clients by creating client profiles in Zoho, establishing initial subscriptions, and setting up bank account details to ensure accurate and timely billing activation. • Billing Management & Client Invoicing. You will handle client billing operations, including setting up and updating billing subscriptions, reviewing and resolving billing inquiries, and issuing invoices for special projects and services. The role is also responsible for creating credit notes for billing adjustments, managing refunds, and coordinating billing adjustments with clients and internal stakeholders to maintain billing accuracy and client satisfaction. • Client Payment Management. You will manage client payment-related processes by maintaining accurate payment records, coordinating payment method and bank account updates, monitoring billing transactions, following up on outstanding balances, and assisting clients with payment-related concerns to ensure timely and accurate payment processing. • Billing Review & Reconciliation. You will conduct regular billing reviews and reconciliations to ensure alignment between billing records, permit data, and internal systems. Identify discrepancies, resolve inconsistencies, and maintain accurate and up-to-date billing documentation and records. • Subscription & Pricing Updates. You will manage subscription and pricing updates resulting from permit changes, approved discounts, annual price increases, and other billing modifications while ensuring all updates are properly documented and communicated. • Internal Coordination & Support. You will collaborate with internal teams to resolve billing concerns, provide updates regarding account and subscription changes, support billing-related inquiries during audits and reviews, and assist with pulling billing reports and financial data as needed. • Referral & Commission Tracking. You will maintain and update client referral source information, monitor partner commission eligibility, manage referral expiration dates, and issue applicable referral credits for clients who successfully refer new business.

🎯 Requirements

• 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.

🏖️ Benefits

• Monthly flat salary - 56,199php • 43 days off per year. This includes 22 holidays per year, plus 21 days of PTO per year. Yes, seriously. • 3 additional days off per year to volunteer and serve your community • 100% Remote work with flexible working hours • The ability to participate in the company profit sharing program the year after your hire date (pending passing a financial literacy quiz.)