Billing Operations Lead (100% Remote)

About TaxValet

We’re not just a tax company. We’re an emotions company. We believe that the work we do is a reflection of our higher purpose in life. And if the work isn’t fulfilling and enjoyable, what’s the point? At our company, our Core Purpose is to “transform negative emotions into something positive for our clients, partners, and each other”. It just so happens that we do that by eliminating the hassle and stress of sales tax. We are looking for candidates who are enthusiastic and want to work towards our Core Purpose, too.

As a fractional sales tax department, TaxValet handles everything for clients, from nexus analysis to permit registrations, filings, audit support, and more. Unlike traditional sales tax software that overpromises and underdelivers, we provide a comprehensive, custom-tailored solution that grows with our clients' businesses. And unlike traditional professional service firms, we offer an all-inclusive solution for a simple, predictable monthly rate with no billable hours.

We're a fast-growing, fully remote, financially stable, and profitable business with an AWESOME team of around 100 teammates. We're building a world-class fractional sales tax department, and new team members will be part of the reason why.

As a certified B-Corporation, TaxValet is committed to using business as a force for good. This means we consider the impact of our decisions on our team, clients, community, and environment. We're also a "give 1%" organization, dedicating 1% of profit, employee time, and service time to nonprofits.

We are a core-value-driven business. That means we hire, promote, and reward based on alignment with our core values:

• Feel It: We value connecting with the real emotions and experiences of others. We also value respectfully sharing our own real emotions and experiences with others.
• Shape It: We proactively contribute our ideas and talents by speaking up, challenging the status quo, and taking calculated risks to shape our future.
• Own It: We take full responsibility for our actions, decisions, and outcomes. We use both successes and failures as opportunities for growth, openly sharing lessons learned.
• Crush It: We relentlessly pursue exponential impact in our business and life.
• Question It: Be curious. Ask questions. Seek clarity in the pursuit of continuous improvement and excellence. Create a culture of fearless inquiry.

If you're enthusiastic about transforming negative emotions into something positive and want to join the #2 Best Remote Workplaces in America , we'd love to hear from you!

Title: Billing Operations Lead (internally known as Billing Operations Specialist)

Location: 100% Work from home in the Philippines, specifically in Luzon, Cebu City, Davao City and Iloilo City only

Shift: Flexible late shift - Core working hours from 8:30 PM - 1:30 AM PHT (remaining hours can be completed before or after that)

About The Role

The Billing Operations Specialist is a newly created role at TaxValet. We're consolidating billing work currently spread across several different roles into one owned function. You'll have real ownership to design how this should work in the most efficient and accurate manner, not just execute an existing process.

The Billing Operations Specialist owns the end-to-end billing function for TaxValet's clients, from subscription setup and invoicing to refunds and revenue processes within Zoho Billing. This role is responsible for building and continuously improving the systems that make that function run smoothly.

Your Qualifications

We’re looking for someone who is ready to learn and grow professionally and wants a career (not just a job). We can train you on a lot of things, but here are our non-negotiables:

Professional

• 1-2 years experience using Zoho Billing or similar subscription and invoicing platforms.
• 1-2 years experience in invoicing, subscription management, or revenue operations preferred.
• Strong attention to detail and accuracy in billing and financial processes.
• Excellent organizational and time management skills.
• Ability to manage multiple billing tasks and deadlines efficiently.
• Strong communication and problem-solving abilities.
• Bachelor's Degree in Business, Accounting, Finance, or relevant work experience.

Interpersonal

• This role will involve a LOT of client interaction and communication. Communication is your jam . You’re extremely comfortable in conversations with clients such that the client leaves inspired and resolved. You excel at putting together emails to clients.
• You are able to put someone at ease who is stressed out and anxious.
• You don’t hesitate to set clear boundaries and expectations with clients, never afraid to follow up to get what you need to get across the finish line.
• You are energized by new challenges and problems to solve.You are great at researching (and understanding) complex information.
• You approach life proactively and don’t sit around waiting to be told what to do.
• When you read over TaxValet’s core values, you feel excited and inspired at the thought of embodying them day-to-day.
• You are not afraid to challenge the status quo and speak up when something doesn’t seem right. You’re confident in voicing concerns and advocating for what’s best for the team, clients, and TaxValet as a whole.
• You bring both a high attention to detail and a curious mind .
• You know how to follow rules and processes, but you’re also creative and think beyond the standard approach when necessary.
• You don’t waste time on frivolous activities. You manage an ever-changing calendar with ease due to your excellent time management skills . You’ll need to plan in advance, and also be flexible when changes need to be made.
• You’re always a team player at heart, and you never hesitate to share your learnings with your team or apply learnings gained from your collaboration with others.
• It’s natural for you to bring order and clarity to complex and chaotic situations.

Please note that the final step before being hired is for you to arrange reference calls with three of your former managers.

Your Primary Responsibilities

• Evaluate and redesign billing workflows and systems </strong&g