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Customer Experience Specialist
FullsteamCustomer Experience Specialist at Fullsteam managing billing and customer satisfaction. Collaborating across teams to ensure operational efficiency and financial accuracy.
About the role
Key responsibilities & impact- Manage billing, recurring subscriptions, and account updates, including new installs, upgrades, and changes in Salesforce and NetSuite.
- Support enterprise collections, including follow-up on outstanding invoices for enterprise customers.
- Process payments (check, ACH, wire, credit card) and maintain accurate financial records.
- Handle customer inquiries and escalations, providing resolution or routing to the appropriate team.
- Produce monthly statements, credit memos, journal entries, and special reports for internal and external stakeholders.
- Support special projects and process improvements, including data cleanup, policy updates, and internal reporting.
- Maintain accurate documentation of processes and procedures to support operational efficiency.
- Assist with minor administrative or reception tasks as needed, such as directing calls or handling mail.
- Proficiently use Microsoft Excel, Word, Outlook, and other standard office software to manage reporting, data entry, and communication tasks.
Requirements
What you’ll need- 2+ years of experience in billing, finance, and administrative operations
- Proficiency in Salesforce, NetSuite, and Microsoft Office (Excel, Word, Outlook)
- Strong understanding of billing, invoicing, collections, and month-end financial processes
- Excellent communication, customer service, and cross-functional collaboration skills
- Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment
- Integrity and accuracy in handling sensitive financial and customer information
Benefits
Comp & perks- Inclusive workplace that values diversity of thought, experience, and background
- Equal Opportunity/Affirmative Action employer
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
billinginvoicingcollectionsfinancial processesdata cleanuppolicy updatesreportingdata entryaccount updatespayment processing
Soft Skills
communicationcustomer servicecross-functional collaborationorganizational skillsdetail-orientedmulti-taskingintegrityaccuracy