I support B2B SaaS billing, order management, and quote-to-cash operations, with a focus on accuracy, throughput, and clean downstream handoffs.
In my most recent role, I validated and activated approximately 20 customer orders per day. I also personally validated 1,500+ accounts during a 22,000+ record billing migration and investigated approximately five billing discrepancies daily.
My work covers contract validation, pricing and discount checks, MRR breakdowns, subscription dates, billing schedules, renewals, amendments, migrations, upsells, downsells, order activation, and invoice readiness.
I use Salesforce CPQ and Salesforce Billing daily as an operations superuser. I work inside established workflows but do not configure or administer Salesforce systems.
I am seeking a direct-hire Billing Specialist, Order Management Specialist, Quote-to-Cash Operations, Deal Desk, or Billing VA position
Experience: 1 - 2 years
Execute Salesforce-based Quote-to-Cash operations supporting approximately 1,500 customer accounts across enterprise, MSP, VAR, and government customer segments. • Process an average of 15 customer transactions daily involving renewals, amendments, upsells, downsells, migrations, transfers, and professional services engagements. • Validate customer orders against contract terms, provisioning systems, and billing requirements to ensure downstream operational and invoicing accuracy. • Investigate and resolve billing-related support cases involving invoice discrepancies, subscription date conflicts, contract amendments, and recurring revenue allocations. • Lead migration of 22,000 customer records from legacy platforms into Salesforce, including data mapping, validation, QA review, exception management, and stakeholder coordination. • Successfully completed migration and validation of more than 1,500 customer records as part of the ongoing transformation initiative.
Experience: 5 - 10 years
As a dedicated customer service representative, my role involves ensuring that clients have current and comprehensive knowledge about a range of services, including email, hosting, domain names, web design, and SEO. I am committed to meeting sales targets, addressing customer concerns promptly and efficiently, and maximizing productivity. Utilizing the client's web tools, I am adept at resolving customer issues while managing multiple tasks simultaneously, including providing clear instructions over the phone. Upholding a high standard of customer service, I prioritize strict compliance with client policies and maintain the integrity of customers' private information at all times.
Experience: 1 - 2 years
Experience: 1 - 2 years
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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