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The Billing Specialist I provides specialized support to all Mindbody customers regardless of platform and supports all levels of Customer Experience utilizing multiple methods of contact, primarily phone calls and emails. This position works with customers directly, as well as supports internal Mindbody departments to help resolve any billing-related issues. This position handles internal and external customer inquiries by gathering information to identify the nature of the problem and troubleshoots potentially complex system related issues in numerous areas of the business to ensure proper billing and record keeping. The Billing Team plays a key role in revenue retention as they actively collect revenue daily by working with customers to ensure timely receipt of payment. The Billing Team is also responsible for the coordination of saves activities related to customer requests for cancellations and returns. This role will regularly interface with Subscription Management, Sales, Customer Success, Strategic Account Managers, and other internal departments.
Job Responsibility:
Deliver an exceptional customer experience
Consistently and accurately log all interactions, information, and term non-pay steps on the cases in Salesforce
Interact with the customer, sales, and other internal departments to manage and escalate difficult customer accounts
Perform various activities in the Billing Support Team, including non-payment deactivations, negotiating payment terms, perform account updates-based customer and company requests, etc.
Conduct research to aid in the investigation of billing discrepancies and errors and partners with team members to fix those errors
Analyze past due accounts and initiate collection efforts
Make recommendations to senior leaders and executives on remediation requests to resolve customer issues and escalations
Follow up with customers on the status of past due accounts receivable balances
Contribute to billing and collection related knowledge, documentation, and training
Update client billing information and any other relevant account information
Support internal Mindbody teammates to help resolve any billing related issues
Responsible for managing customer inquiries regarding billing issues, requests, invoices, or other issues
Helps shadow and provides basic training to new team members
Requirements:
College Degree preferred
Experience in billing and collection work, preferred
SaaS (Software as a Service) billing experience preferred
2+ years of Customer Service experience
preferably with 1 year of working knowledge of all Mindbody products and services
Ability to read and analyze customer questions
Ability to effectively present information and respond to customer questions, both orally and written
Strong attention to detail
Extremely organized
Ability to identify and resolve complex billing problems while remaining within established department process guidelines
Proven ability to handle a high call and email volume (inbound and outbound contacts) and comfortable with all communication methods
Excellent computer skills, including familiarity with using Microsoft Excel, internet browsers, online chat tools, and email
Effective communication skills, both verbal and written
Ability to handle escalated and complex customer issues with confidence, patience, and poise
Tech savvy with the ability to quickly learn and acquire new industry, company, product, or technical knowledge efficiently
Customer focused mindset: use information to suggest improvements in products and services
Interact with colleagues and customers in a tactful and professional manner. Recognize the importance of building professional relationships
Strong time management skills, ability to prioritize and use time effectively and efficiently
Strong English fluency, as this role will work with mainly English Speaking customers and teams