Billing Specialist

Who We Are:

SOCi is the leader in AI-powered marketing solutions for multi-location businesses. With its proprietary Genius AI™ and suite of Genius Agents™, SOCi provides a first-of-its-kind, AI-powered digital workforce capable of handling the workload of 1,000 local marketers™, empowering brands to achieve unmatched digital visibility, strengthen customer engagement, and scale faster than ever before.

SOCi is recognized by Fast Company as one of the World's Most Innovative Companies, and is trusted by nearly 1,000 top brands—including Ford, Ace Hardware, Kumon, Liberty Tax, and more—to automate and optimize local marketing tasks across all locations. Founded in 2012 and backed by leading strategic investors, SOCi is transforming how multi-location brands manage and scale their marketing efforts. You can view our Awards and Accolades here!

Position Summary 

The Billing Specialist is responsible for managing the day-to-day billing operations within a fast paced SaaS environment, ensuring invoices are prepared accurately, processed on schedule,  and delivered through the appropriate customer portals. This role plays a key part in  maintaining strong relationships with customers by providing accurate invoices, timely  communication, resolving billing inquiries, and supporting the cancellation and credit  processes. 

The Billing Specialist must demonstrate exceptional attention to detail, strong organizational  skills, and a proactive approach to cross-departmental collaboration with Accounting, Customer  Success, AR, and Sales teams. Success in this position is defined by accuracy, responsiveness,  and reliability in maintaining the integrity of the company’s billing operations and financial  records. 

Key Responsibilities 

Invoice Preparation & Processing 

• Generate and review invoices for new, recurring, and adjusted customer contracts in  alignment with company policies. 
• Upload invoices to customer portals accurately and in accordance with specific  customer formatting requirements. 
• Process billing adjustments, credits, and cancellations with appropriate supporting  documentation. 
• Monitor billing schedules to ensure invoices are issued on time and reflect correct  pricing, terms, and usage details. 

Customer Communication & Support 

• Serve as the primary point of contact for customer billing inquiries and requests for  clarification. 
• Respond promptly and professionally to internal and external questions related to  invoices, payment status, and account activity.