Billing & Account Services Specialist
Core
Manage account services and retention for InvestingPro subscribers, handling cancellations, refunds, and billing inquiries via email and live chat.
Role type
Senior Customer Support Specialist (Billing & Retention)
Builds
Retention outcomes and resolved billing issues for a global financial platform
Domain
Fintech / Subscription Services
Deliverable
client delivery (via careerplan.io/jobs/42-002-93-E64-billing-account-services-specialist-at-investing)
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, Translation tools, Admin dashboards, Ticketing systems
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)
