Kaseya^® is the leading provider of complete IT infrastructure and security management solutions for Managed Service Providers (MSPs) and internal IT organizations worldwide powered by AI. Kaseya’s best-in-breed technologies allow organizations to efficiently manage and secure IT to drive sustained business success. Kaseya has achieved sustained, strong double-digit growth over the past several years and is backed by Insight Venture Partners www.insightpartners.com), a leading global private equity firm investing in high-growth technology and software companies that drive transformative change in the industries they serve.

Founded in 2000, Kaseya currently serves customers in over 20 countries across a wide variety of industries and manages over 15 million endpoints worldwide. To learn more about our company and our award-winning solutions, go to www.Kaseya.com and for more information on Kaseya’s culture.

Kaseya is not your typical company. We are not afraid to tell you exactly who we are and our expectations. The thousands of people that succeed at Kaseya are prepared to go above and beyond for the betterment of our customers.

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.

Key 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

Qualifications

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

Join the Kaseya growth rocket ship and see how we are #ChangingLives !

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.

Billing Specialist

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