Customer Success & Operations Associate - Night shift

Key Responsibilities:

Customer Success & Onboarding

  • Take ownership of Assistly customers after technical implementation is completed.
  • Conduct post-implementation onboarding and help customers understand billing, invoicing, and ongoing operational processes.
  • Serve as a point of contact for customer billing and account-related questions.
  • Coordinate with Sales, Technology, and Finance teams to resolve customer issues.
  • Follow up proactively with customers and help ensure a positive ongoing SaaS customer experience.

Finance & Business Operations

  • Support billing, invoicing, payment tracking, and basic accounting activities.
  • Review and process employee and corporate sales expense reimbursements.
  • Respond to employee questions regarding timesheets, expenses, and operational processes.
  • Calculate and track sales commissions and incentive payouts based on approved compensation plans.
  • Maintain accurate records, trackers, reconciliations, and supporting documentation.
  • Assist with other day-to-day finance and business operations activities.

What We're Looking For

  • Bachelor's degree in Commerce, Accounting, Finance, Business Administration, or a related field.
  • 2–4 years of experience, preferably within a B2B SaaS or technology company.
  • Experience in SaaS customer onboarding, customer success, billing, finance operations, or business operations is strongly preferred.
  • Excellent spoken and written English communication skills, with confidence interacting directly with U.S.-based customers.
  • Ability to clearly explain billing, invoices, processes, and basic financial information to customers.
  • Good understanding of accounting fundamentals, invoicing, expenses, reconciliations, and commissions.
  • Strong Excel/Google Sheets skills and attention to detail.
  • Experience with CRM, billing, accounting, or SaaS platforms is a plus.
  • Strong ownership, organization, follow-through, and problem-solving skills.
  • Must be comfortable working a night shift aligned with U.S. business hours.
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