Billing Agent

Job Description

Job Category: Customer service
Job Type: Full Time
Job Location: Texas
Job Location Type: Remote

About the Role:

As a Customer Success & Bookkeeping Agent, you will play a key role in building and maintaining strong relationships with our small business clients. Your responsibilities will include guiding them through their monthly bookkeeping needs and ensuring accurate billing support. You will manage a dedicated portfolio of customers, serving as their primary contact and providing clear, solution-oriented assistance with financial records, billing inquiries, and escalations.

This role is ideal for someone who:

  • Excels in problem-solving
  • Adapts well to a dynamic environment
  • Brings a positive, empathetic approach to customer interactions

Key Responsibilities:

Customer Relationship Management:

  • Build strong relationships with small business clients, serving as their main contact to meet their financial and bookkeeping needs.

Collaborative Bookkeeping Support:

  • Work with bookkeeping teams to maintain accurate client records and explain technical issues clearly and respectfully.

Problem Solving:

  • Find creative solutions to client issues with a proactive and adaptable approach.

Billing and Account Oversight:

  • Manage monthly bookkeeping tasks, verify record accuracy, and address billing questions or issues.

Customer Communication:

  • Provide clear instructions and support to help clients understand their bookkeeping and billing, using empathy and strong communication skills.

Job Requirements:

  • Experience: Minimum of 1 year in a customer success role focused on finance, billing, bookkeeping, or accounting is mandatory.
  • English Proficiency: Advanced English skills are required for effective communication.
  • Financial Literacy: Strong understanding of financial terminology is essential.
  • Education: A background in accounting or a related field is highly beneficial.

Join Our Team!

If you are a proactive, customer-focused professional with experience in customer success, a solid understanding of financial concepts, and strong English communication skills, we want to hear from you!

Apply today to make a difference for our clients every day!

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