Billing and Business Operations Associate

Job Description

RightCapital - Join one of Connecticut's Top Ten Tech Startups!

RightCapital is an innovative financial tech startup providing a cutting edge holistic financial planning software. We were recently voted by The Daily Finance as one of Connecticut's Best Fintech companies! We started as a group of entrepreneurs working from a garage in Connecticut to now having the 3rd largest financial planning technology company in the US. We have seen tremendous growth within this space, and have our eyes squarely set on growing this company to the best it can be as we help Financial Advisors add value to their clients!

Summary

The Billing and Business Operations Associate is a hybrid position that combines billing operations with business processes and regulatory compliance. This role ensures financial accuracy while supporting operational efficiency in a dynamic SaaS environment. Ideal candidates will excel in cross-functional teamwork while upholding a strong focus on detail.

Responsibilities

Billing Responsibilities:

• Assist customers with billing-related inquiries via phone, email, or support chat
• Securely handle sensitive customer information (e.g., credit card details, client information)
• Accurately and promptly activate customer accounts, including setting up multi-tier recurring subscriptions in Stripe, generating invoices, processing payments, and maintaining records in Salesforce
• Process changes and mid-cycle upgrades/downgrades for various pricing plans (monthly/annual)
• Resolve failed payments through dunning management and payment method updates
• Timely and accurate processing of cancellation requests and corresponding subscription changes in Stripe
• Provide occasional assistance with ad-hoc billing projects, including customer base reviews, price changes, and pricing plan restructuring
• Execute projects with clearly defined steps, follow direction, and demonstrate independent thinking when needed

Business/ Compliance Support Responsibilities:

• Respond to compliance inquiries from customers, auditors, or regulatory authorities, providing requested documentation (e.g., audit reports, certifications)
• Maintain organized records of compliance requests and audit-related activities
• Assist in reviewing and updating internal policies as needed
• Occasionally assist with in-office coverage, including reviewing and escalating operational issues, office deliveries, serving food, and restocking the kitchen

Qualifications

• Strong communication skills are essential for interacting with customers in this role.
• Strong analytical and problem-solving skills
• Bachelor’s degree in Finance/ Business Administration or equivalent practical experience
• Proficient in Excel with a solid understanding of its features and functions.
• Previous experience with recurring subscriptions and/or a SaaS company preferred
• Familiarity with payment processing platforms like Stripe preferred
• The ability to think quickly and manage multiple tasks simultaneously is crucial for success in this role.

If you are ready to make an impact in the world of financial planning and possess the skills we seek, we invite you to apply today and join our innovative team at RightCapital!

Job Type: Full-time

Pay: $45,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• On-site gym
• Paid time off
• Professional development assistance
• Referral program
• Vision insurance
• Work from home

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental Pay:

• Bonus opportunities

Ability to Commute:

• Shelton, CT 06484 (Required)

Ability to Relocate:

• Shelton, CT 06484: Relocate before starting work (Required)

Work Location: Hybrid remote in Shelton, CT 06484

Salary : $45,000