Job Description
Job Summary
We are looking for a hands-on OTC Team Lead to oversee the end-to-end billing and customer inquiry process. You will be responsible for ensuring seamless account setup, resolving billing discrepancies and coordinating month-end reviews. The ideal candidate is a proactive problem-solver who can collaborate across departments to optimize billing accuracy and meet market-specific requirements.
Key Responsibilities
Customer & Sales Support: Lead the team in addressing customer and sales inquiries regarding account setup and general questions via email, Slack and ticketing tools (Jira/Trello).
Billing Integrity: Proactively identify and resolve billing blockers and incorrect account setups to prevent erroneous invoicing.
Account Management: Oversee the creation, auditing and change management of customer billing accounts using Salesforce and Airtable.
Month-End Coordination: Manage the monthly invoice review process, including internal communications with Account Managers and supporting change requests.
Market Compliance: Collaborate with tax and legal teams to gather market-specific requirements (nuances) to ensure billing data meets local regulations.
Process Improvement: Drive efficiency in workflow by leveraging various tools to streamline communication and data management.
Requirements
Experience: At least 3-5 years experience in Order-to-Cash, Billing, or Revenue Operations, preferably in a senior capacity.
Technical Proficiency: Skilled in using Salesforce, Slack, Airtable, and Workday.
Project Management Tools: Experience managing tasks via Jira, Trello, or similar ticketing systems.
Communication: Strong written and verbal communication skills for coordinating with internal teams (Sales, AMs) and external customers.
Analytical Skills: High attention to detail with the ability to audit financial data and identify root causes of billing errors.
Collaboration: Ability to work cross-functionally with Tax and Legal departments to implement market-specific data requirements.
