Planday from Xero
Planday
CustomerExperienceBillingSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Customer Experience Billing Specialist at Planday from Xero. Skills: Billing, Customer Experience, Finance Operations. Process and generate customer invoices. Reconcile payments”
Industry & Context.
Problem Solving; Issue Resolution
What They're Looking For.
Must Have
Experience in billing, Experience in finance operations, Experience in customer-facing support, Comfort working with financial data, Comfort with reconciliation processes, Numerical aptitude, Attention to detail
Nice to Have
Familiarity with Zuora, Familiarity with Intercom, Additional languages
What You'll Do.
Process and generate customer invoices
Manage customer accounts
Investigate billing disputes
Resolve billing discrepancies
Educate customers on billing procedures
Conduct audits of billing data
Identify billing errors
Correct billing inconsistencies
Communicate customer feedback
Resolve complex billing issues
How You'll Work.
Team & Collaboration
Internal teams; Finance; Sales; Customer Experience
Communication Scope
Written communication; Email communication
Full Job Description
OUR PURPOSE Scheduling isn’t simply filling shifts. It’s finding the sweet spot that enables businesses to grow and team members to enjoy the perfect work/life balance. At Planday from Xero, we aim to use Agentic AI to build a future where managers seamlessly can free up invaluable time for their business and teams. We’re not just building software; we’re on a mission to make shift work more human, to change work/life balance from a luxury to a reality for all shift workers. We’re using advanced technology to help humans reach their full potential. At work and in life. Founded in 2004, Planday is headquartered in Copenhagen, Denmark and helps create perfect schedules for hundreds of thousands of users across the world. Planday was acquired by Xero in 2021. HOW YOU'LL MAKE AN IMPACT As a CX Billing Specialist you will be responsible for ensuring accurate and timely billing, handling customer inquiries related to billing, and providing exceptional customer service. You'll play a central role in maintaining billing continuity and operational integrity across the Planday platform - acting as a trusted point of contact for both customers and internal teams. The ideal candidate has strong analytical skills, excellent written communication, and a passion for delivering a high-quality customer experience. You'll bring a meticulous eye for detail and the confidence to work across multiple systems to get things right. Core responsibilities: - Ensuring Planday's subscription services are invoiced and collected in a timely manner - Ensuring all billing transactions are recorded correctly and comply with company policies - Reviewing and verifying billing data for accuracy, completeness, and consistency - Providing subject matter expertise on Planday billing and assisting other teams as required - Maintaining and updating customer billing information in the billing system - Supporting process improvement initiatives to improve efficiency and customer experience WHAT YOU'LL DO - I
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