Billing Advocate

Apollo.io Apollo.io · Enterprise · Office - Manila, Philippines +1 · Support

This role is for a Billing Advocate in the Customer Support team at Apollo.io, a SaaS company. The primary responsibilities include handling billing inquiries, processing renewals and refunds, investigating discrepancies, and maintaining customer records. The role requires experience in billing support or financial operations, familiarity with CRM and billing tools, and strong communication skills. The company emphasizes its AI-native nature and encourages the use of AI tools for efficiency.

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

  • 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.
  • Full English fluency required.

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
  • policy-compliant responses
  • compliance with Apollo's billing policies
  • audit-ready records