Billing Specialist

Klaviyo is seeking a Billing Specialist that will actively contribute to the growth and development of our Order To Cash and Finance functions. This highly impactful role will work cross-functionally with teams like customer success, product, operations, and sales to ultimately provide a best-in-class customer experience, foster strong working relationships, and support how our customers interact with Finance. This support will include new customer onboarding (internal), customer Q&A, internal FAQ, improvements in operational processes, and data entry. This person must be self-motivated, dedicated, hard-working, and extremely organized. It’s an incredibly exciting time for our team, as Klaviyo continues to tackle new challenges in a fast-paced, growing environment. Come join us and help create a delightful experience for our customers.

How You Will Make a Difference

• Manage finance onboarding process for new Klaviyo customers that will accurately align contract pricing, commercial terms, and billing contacts
• Manage AR/Onboarding requests based on internal SLA’s for new customers
• Track contract amendments to ensure they are properly executed on customer invoices
• Periodically review credit memo applications and usage based invoices
• Provide customers with tax documents and new vendor forms to assure timely payment
• Own Slack escalation pipelines, as well as Zendesk escalations
• Update and manage Finance Operating Guides to help prevent mis-information across the company
• Assist in month, quarter, and year end close cycles by reporting accurate data
• Assist in special Accounts Receivable projects and testing

Who You Are

• Located in Boston, hybrid role: in-office 3x's a week
• Experience in accounts receivable platforms; Stripe, Zendesk, Salesforce, NetSuite is a plus
• 1-2 years of experience in a SaaS industry
• Basic understanding of accounting principals 
• Intermediate Excel skills (Pivot Tables, Index Match, Sum If, etc.)
• Must be able to thrive in a fast-paced, innovative environment including ability to remain flexible, proactive, resourceful, and efficient while interacting with internal and external stakeholders
• Ability to work collaboratively and effectively with others within and outside of Finance teams
• Excellent communication skills both on the phone and via email
• Must be detail oriented and deadline driven with strong organizational skills
• Must be able to work independently, take initiative in identifying needs, organizing work day, and make effective use of time
• Strong attention to accuracy and detail

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