Account Services Specialist

About the role

The Account Services Specialist joins Estarta’s Customer Success team to act as the primary point of contact for billing‑related queries, subscription changes and general account maintenance. You will work across US time zones, providing clear, empathetic support while ensuring accounts remain accurate and compliant.

Key responsibilities

• Handle customer inquiries about invoices, account balances, billing questions, subscription renewals, cancellations and contractual obligations.
• Process account ownership transfers and update customer information.
• Provide support via phone and email, explaining billing structures and financial terms in a customer‑friendly manner.
• Document and manage cases in Salesforce or related CRM systems, ensuring timely resolution and follow‑up.
• Collaborate with Finance, Customer Success and Product teams to investigate and resolve account‑related issues.
• Identify recurring issues or trends and escalate them when necessary.
• Maintain up‑to‑date knowledge of Estarta’s products, services, billing models and internal processes.

Required profile

• 1–3 years of experience in customer support, billing or account services (SaaS experience a plus).
• Working knowledge of invoicing, subscription billing and account management processes.
• Strong written and verbal communication skills with the ability to explain complex or technical information clearly.
• High attention to detail, strong organizational skills and the ability to manage a high‑volume workload independently.
• Experience using CRM systems such as Salesforce (preferred).
• Comfortable working in a fast‑paced, team‑oriented environment.

Required skills

• Salesforce
• Zuora (subscription billing platform)