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Full-Time

Billing Customer Support Specialist

Posted on 7/17/2024

Formstack

Formstack

201-500 employees

Workflow automation platform for businesses

Data & Analytics
Enterprise Software
Education

Compensation Overview

$50k - $55kAnnually

Junior

Remote in USA

Category
Customer Support
Customer Success & Support
Required Skills
Communications
Customer Service
Requirements
  • Must be fluent in written and spoken English
  • 1-3 years experience in a customer service role focused on billing
  • Working knowledge of billing concepts, particularly SaaS billing and subscriptions
  • Excellent written and verbal communication skills (English required)
  • Ability to communicate complexities to customers in a clear, concise way
  • Ability to manage and resolve customer support requests in a timely and professional manner
  • Well-organized with a high degree of accuracy and attention to detail
  • Ability to switch gears quickly and adjust priorities and focus appropriately
  • Ability to effectively multi-task, manage multiple deadlines, and prioritize assignments
  • Adapts easily to change
  • Curious to learn more
Responsibilities
  • Be the primary point-person for incoming billing support requests via email, chat, and/or scheduled phone support
  • Perform daily billing tasks including preparation of refunds/credits, issuing invoices, processing of customer account changes, responding to customer billing inquiries, and assisting customers in updating billing information
  • Ensure customer contact information on file is up-to-date and accurate
  • Troubleshoot electronic payment failure issues and find resolution
  • Complete vendor set up steps with customers (basic company information, banking information)
  • Provide project support as requested by management
  • Assist in maintenance of written and/or video process documentation for internal billing processes and procedures, as requested by management, with a focus on non-Intake related processes
  • Work in a fast-paced environment and meet or exceed our set customer inbound ticket quotas

Formstack provides a platform for workflow automation that helps businesses streamline various processes like sales, employee onboarding, and data collection. Its software is user-friendly and does not require coding skills, making it accessible for users of all technical levels. Key features include digital forms for collecting payments and leads, a document generator that automatically fills in data into templates, and an eSignature solution for obtaining digital signatures on any device. Formstack differentiates itself by offering integration with over 250 business systems and a specialized solution for Salesforce users, allowing them to manage forms, documents, and signatures within their Salesforce environment. The company's goal is to save time and improve efficiency for businesses of all sizes through its subscription-based services.

Company Stage

Series A

Total Funding

$428.1M

Headquarters

Fishers, Indiana

Founded

2006

Growth & Insights
Headcount

6 month growth

9%

1 year growth

7%

2 year growth

-26%
Simplify Jobs

Simplify's Take

What believers are saying

  • The acquisition of Open Raven and Formsite enhances Formstack's data management and form capabilities, positioning it as a more comprehensive solution in the workflow automation market.
  • The appointment of Aled Miles as CEO signals a new phase of growth and strategic direction, potentially leading to innovative product developments and market expansion.
  • Partnerships with companies like WeInfuse and Twilio demonstrate Formstack's commitment to enhancing patient engagement and expanding its influence in the healthcare sector.

What critics are saying

  • The frequent changes in leadership, such as the recent CEO appointment, could lead to strategic instability and affect company morale.
  • The competitive landscape of workflow automation is intense, with numerous players offering similar no-code solutions, which could dilute Formstack's market share.

What makes Formstack unique

  • Formstack's no-code platform allows businesses to automate workflows without requiring technical expertise, making it accessible to a broader range of users compared to competitors that may require coding skills.
  • The company's specialized solution for Salesforce users offers a unique, integrated experience that transforms Salesforce into a comprehensive workflow automation tool.
  • Formstack's extensive integration capabilities with over 250 business systems provide unmatched versatility and ease of use for clients across various industries.
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