Customer Billing & Success Specialist

Posted 4 Days Ago
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Medellín, Antioquia, COL
In-Office
Junior
Information Technology • Software
The Role
Support partners by resolving billing, invoicing, tax, and payment inquiries, leveraging Salesforce and basic accounting knowledge.
Summary Generated by Built In

About Kaseya

Kaseya is the leading provider of AI-powered IT management and cybersecurity software, serving Managed Service Providers (MSPs) and internal IT organizations worldwide. Our comprehensive platform helps organizations efficiently manage, secure, and automate their IT environments, driving operational efficiency and long-term business success.

Backed by Insight Partners, a leading global software investor, Kaseya has experienced sustained double-digit growth and continues to expand its global footprint. Today, Kaseya supports customers in more than 20 countries and manages over 15 million endpoints worldwide.

Founded in 2000, Kaseya has built a culture centered around innovation, accountability, and results. We are a high-growth, high-performance organization that values individuals who are driven, adaptable, and committed to delivering exceptional outcomes for our customers and teammates alike.

At Kaseya, success comes from embracing challenges, moving with urgency, and continuously raising the bar. 

Customer Operations & Success Specialist (Billing and Payments)

As a Customer Operations and Success Specialist, you will support our partners by reviewing and resolving billing, invoicing, tax, and payment related inquiries. This role blends customer service with financial operations, requiring strong attention to detail and a foundational understanding of accounting and billing workflows.

You will work cross functionally with Billing, Accounting, Collections, and Sales Operations to investigate disputes, communicate outcomes clearly, and ensure an accurate and positive customer experience in a fast paced, global environment.


Responsibilities

  • Resolve customer billing, invoicing, tax, and payment inquiries through Salesforce, email, and phone
  • Review invoices, credits, usage, and payment history to identify discrepancies and root cause
  • Apply basic accounting concepts when evaluating billing disputes
  • Clearly communicate resolutions and next steps to customers
  • Document cases accurately and escalate complex issues when needed
  • Partner with internal teams to resolve issues end to end
  • Identify recurring issues and contribute to process and documentation improvements

Required Qualifications

  • Bachelor’s degree preferred or equivalent experience in Business, Finance, Accounting, or a related field
  • 2+ Years of experience in customer support, billing operations, or financial operations is a plus
  • 2+ Years of foundational understanding of billing, payments, credits, and basic accounting principles

Preferred Qualifications

  • Awareness of tax considerations such as sales tax or exemptions is a plus
  • Strong written and verbal communication skills
  • Detail oriented with strong analytical and problem solving abilities
  • Comfortable learning systems such as Salesforce, NetSuite, Power BI, and Excel

Additional information
Kaseya provides equal employment opportunity to all employees and applicants without regard to race, religion, age, ancestry, gender, sex, sexual orientation, national origin, citizenship status, physical or mental disability, veteran status, marital status, or any other characteristic protected by applicable law.

Skills Required

  • Bachelor's degree preferred or equivalent experience in Business, Finance, Accounting, or a related field
  • 2+ Years of experience in customer support, billing operations, or financial operations
  • 2+ Years of foundational understanding of billing, payments, credits, and basic accounting principles

Kaseya Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Kaseya and has not been reviewed or approved by Kaseya.

  • Leave & Time Off Breadth PTO is commonly described around 20–21 days per year plus standard holidays. Some indicate they can fully disconnect while on leave.
  • Equity Value & Accessibility Equity or option grants are available to many roles, offering potential upside beyond base pay. This exposure is presented as a meaningful component of total compensation for some roles.
  • Affordable Benefits The high‑deductible medical plan is described as having low or employer‑covered employee‑only premiums in some cases. This can reduce out‑of‑pocket costs for those who select the HDHP.

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The Company
HQ: Miami, FL
5,000 Employees
Year Founded: 2000

What We Do

Kaseya is a premier provider of unified IT management and security software for managed service providers (MSPs) and small to medium-sized businesses (SMBS). Through its customer-centric approach, Kaseya delivers best-in-breed technologies that allow organizations to efficiently manage, secure and backup IT. Kaseya offers a broad array of IT management solutions, including well-known names: Kaseya, IT Glue, RapidFire Tools, Spanning Cloud Apps, ID Agent, Graphus, RocketCyber, TruMethods and Unitrends. These solutions empower businesses to command all of IT centrally, easily manage remote and distributed environments, simplify backup and disaster recovery, safeguard against cybersecurity attacks, effectively manage compliance and network assets, streamline IT documentation and automate across IT management functions. Headquartered in Miami, Florida, Kaseya is privately held with a presence in over 20 countries.

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