Billing & Account Services Specialist
Core
Manage account services and retention for InvestingPro subscribers by handling cancellations, refunds, and billing inquiries via email and live chat.
Role type
Senior IC customer support specialist (billing & retention)
Builds
Retention outcomes and resolved billing issues for a global fintech subscriber base
Domain
Fintech / SaaS subscription services (via careerplan.io/jobs/42-002-93-E64-billing-account-services-specialist)
Deliverable
client delivery
Required skills
Retention/win-back experience, high-volume digital support, AI-assisted tool usage, decision-making on refunds, English (C1+), administrative precision
Preferred skills
Zendesk/Intercom experience, subscription model knowledge, second language fluency
Technologies
AI support tools, ticketing systems, translation tools
Responsibilities
Handle cancellation requests with a service-first mindset, process refund requests based on eligibility guidelines, manage escalated email and live chat inquiries, act as global support triage point, assist with account administration (payment updates, invoices, upgrades)
Seniority
Mid-level, hands-on IC