Billing Advocate

Apollo.io Apollo.io · Enterprise · Office - Mexico City · Support

This role is for a Billing Advocate at Apollo.io, a SaaS company. The primary responsibilities include handling billing inquiries, processing renewals and cancellations, investigating discrepancies, and maintaining CRM records. The role requires experience in billing support, familiarity with subscription models, and proficiency in CRM and billing tools. While the company is AI-native and encourages the use of AI tools, this specific role is customer-facing and focused on billing operations, not AI development.

What you'd actually do

  1. Handle billing inquiries, refund requests, cancellation requests, invoice discrepancies, and payment-related questions via email, chat, and phone — ensuring timely, accurate, and policy-compliant responses.
  2. Process subscription renewals, cancellations, and refunds in compliance with Apollo's billing policies and workflows.
  3. Provision customer accounts based on signed contracts, ensuring correct feature access and configuration from day one.
  4. Investigate and resolve billing discrepancies, working with Finance and Sales teams when cross-functional input is required.
  5. Maintain detailed, audit-ready records of billing interactions, decisions, and resolutions in Apollo's CRM.

Skills

Required

  • Full English fluency
  • 2+ years of experience in billing support, accounts receivable, customer support, or financial operations, preferably in SaaS or B2B software.
  • Familiarity with subscription billing models, invoicing, payment processing, and refund handling.
  • Experience working in CRM and billing tools such as Salesforce, Stripe, Intercom, or comparable systems.
  • Ability to interpret basic contract terms and apply billing logic consistently.
  • Strong Excel or Google Sheets skills for data validation and basic reporting.

Nice to have

  • Hands-on experience with Stripe, Spotdraft, Salesforce, or Intercom.
  • Basic understanding of SaaS provisioning, user access management, or subscription lifecycle workflows.
  • Exposure to cross-functional billing coordination with Finance, Sales, or Customer Success teams.
  • Familiarity with tax compliance basics (VAT, sales tax) or global billing operations.

What the JD emphasized

  • billing system proficiency
  • customer satisfaction will be critical
  • 2+ years of experience in billing support, accounts receivable, customer support, or financial operations, preferably in SaaS or B2B software.