Teams at SOCi

Drive adoption of SOCi’s AI-powered agentic workforce across B2B SaaS customer accounts. Lead discovery sessions, workshops, webinars, and value reviews; translate AI capabilities into measurable business outcomes; help customers operationalize AI agents; identify and remove adoption barriers; and collaborate with Customer Success, Product, Sales, and Delivery teams on feedback, enablement, positioning, and repeatable adoption playbooks.

Manages SaaS billing operations, including invoice preparation, customer portal uploads, billing adjustments, credits, cancellations, reconciliations, and billing inquiries. Maintains accurate records across Maxio, Salesforce, and NetSuite; collaborates with Accounting, Sales, Customer Success, AR, and Revenue teams; prepares reports; and supports month-end close, audit readiness, and billing process improvements.

Manage the full accounts receivable cycle, including billing inquiries, customer setup, invoice delivery, collections, payment application, reconciliations, aging reports, and escalations. Maintain billing records, process credits and refunds, monitor dunning and cancellations, support bad debt activities, and provide account updates. Collaborate with Customer Success, Sales, and Finance while delivering responsive customer support and accurate reporting.