Customer Operations Specialist

| Austin, TX, USA | Hybrid
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Summary of Job:

The Customer Operations Specialist will leverage their knowledge and practical understanding of Payment/Invoice systems such as Chargify,, and Salesforce CPQ/Billing as it relates to invoice generation, product configuration, payment reconciliation and improvement for a rapidly evolving SaaS organization. This position will be based out of our Austin, TX office and is a hybrid role that will work 2 days per week in the Austin office.

Description of Job Duties:

  • Maintains, and distributes accounting documents, records and reports
  • Processes payments via multiple channels such as Chargify, Salesforce and
  • Handles communication both written and via telephone regarding payment and compensation
  • Matches the corresponding payment reports to participant records with all supporting documentation
  • Investigates and resolves problems associated with processing of payments
  • Assists with monthly status reports, and monthly closings
  • Coding invoices, vouchers, expense reports, check requests, etc., with correct codes conforming to standard procedures to ensure proper entry into payment software
  • Work with customers that are late or defaulted on payments
  • Receives, researches and resolves a variety of routine internal and external inquiries concerning account status, including communicating the resolution of discrepancies to appropriate persons
  • Excellent organizational and time management skills to manage multiple tasks and meet deadlines
  • Excellent interpersonal communication and critical thinking skills
  • Support deployment and post-implementation testing/validation of configuration changes and releases for new products within Salesforce/Chargify
  • Partner with business stakeholders and project managers to proactively identify, drive, and build improvements, enhancements, and system customization that solve business needs
  • Focus on user experience, solving business issues and ensure data accuracy across the system
  • Perform month-end support duty
  • Other duties as assigned 

Required Skills and Experience:

  • High degree of intellectual curiosity to expand knowledge base and put learning to action with the aim of impacting the top and bottom line of the business
  • Strong service and solutions oriented approach
  • Comfortable working with cross functional teams in Sales, Customer Success and Finance
  • Have ability to work independently with minimal supervision
  • Excellent verbal and written communication and the ability to interact professionally with diverse groups, executives, managers, and subject matter experts

Preferred Skills and Experience:

  • 2 - 3 years of experience in Accounts Payable or general accounting experience
  • Prior Salesforce experience highly preferred
  • Chargify or experience preferred
More Information on Digital Pharmacist
Digital Pharmacist operates in the Cloud industry. The company is located in AUSTIN, TX and Boiling Springs, SC. Digital Pharmacist was founded in 2012. It has 144 total employees. It offers perks and benefits such as Volunteer in local community, Partners with nonprofits, Friends outside of work, Eat lunch together, Intracompany committees and Open door policy. To see all 4 open jobs at Digital Pharmacist, click here.
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