Billing and Deal Operations Analyst

3 weeks ago


Santa Rosa, Philippines Karbon Full time

Karbon Cebu, Central Visayas, Philippines Join or sign in to find your next job Join to apply for the Billing and Deal Operations Analyst role at Karbon . Karbon is the global leader in practice management software for growth‑minded accounting firms. We provide an award‑winning, highly collaborative cloud platform that streamlines work and communication, enabling the average accounting firm using Karbon to save 18.5 hours per week, per employee. We have customers in 34 countries and have grown into a globally distributed team, with our people based throughout the US, Australia, New Zealand, Canada, the United Kingdom, and the Philippines. We are well‑funded, ranked #1 on G2, have a fantastic team culture built on our values, are growing rapidly, and making a global impact. We’re looking for a Billing and Deal Operations Specialist to join our team, someone who brings strong business judgment, adaptability, and a customer‑first mindset. This person will be a critical member of a Finance/Accounting team that will help scale the company by building and fostering key business partnerships across the organization. In order to succeed in this position, you will be a team player, a problem solver and passionate about solving business and financial challenges. This role sits at the intersection of sales, billing, and customer operations. You’ll review deals and contracts, manage subscription and billing workflows in Zuora, and ensure that customers are set up for success from day one. The ideal candidate is detail‑oriented, eager to learn, and able to balance structure with flexibility, knowing when to follow process and when to adapt to unique situations. This is a remote position supporting a global team. Qualified candidates must live in Cebu or Manila. If you are a motivated self‑starter and helping build efficient systems and processes, we encourage you to apply Responsibilities Deal & Contract Review: Review customer agreements to ensure deal terms align with company policies, pricing, and billing logic. Provision and update customer accounts and subscriptions in Zuora. Validate billing details and handle adjustments, renewals, and amendments. Investigate and resolve billing or invoicing issues with accuracy and empathy. Partner with Sales, Finance, Accounting, and Customer Success teams to resolve deal or billing‑related questions and ensure smooth handoffs. Follow established processes while exercising judgment on when flexibility is needed. Identify areas for process optimization and contribute to continuous improvement initiatives. Address customer inquiries related to billing, subscriptions, or contract details. Escalate issues appropriately and communicate resolutions in a timely, professional manner. Maintain accurate records of all deal, billing, and subscription actions. Ensure compliance with internal policies and controls. Qualifications 2-3 years of experience in Deal Desk, Billing Operations, Revenue Operations, or a similar function. Working knowledge of Salesforce, or other CRM systems, and Zuora, or a comparable billing/subscription management and platform (preferred). Ability to read and interpret contract language and apply business and billing logic. Strong customer service orientation, able to communicate clearly and put the customer’s needs first. Demonstrated adaptability: knows when to apply structure and when to adapt to unique situations. Coachable, open to feedback, and eager to learn new processes and tools. A self‑starter who can identify problems, elevate appropriately, and drive resolutions. Proven ability to thrive in a fast‑paced, deadline‑driven environment while maintaining high standards of quality and accuracy. Able to thrive in an ambiguous environment. Benefits Industry‑leading benefits package including medical, dental, and vision insurance for you and up to three eligible dependents. Work‑from‑home allowance. Rice subsidy. Meal allowance per working day. Laundry allowance. 15 paid time off days per year (which includes 5 Karbon Days per year). 7 sick leave days per year. Internet and work‑from‑home subsidy. Discretionary bonus program. Work with (and learn from) a very experienced team. Be part of a startup team that will continue to grow around you. Flexible approach to work environment (we believe in trust and autonomy). A culture of open communication, consistent feedback, and full transparency into company results, metrics, and financial position. Karbon embraces diversity and inclusion, aligning with our values as a business. Research has shown that women and underrepresented groups are less likely to apply to jobs unless they meet every single criteria. If you’ve made it this far in the job description but your past experience doesn’t perfectly align, we encourage you to still apply. You could still be the right person for the role We recruit and reward people based on capability and performance. We don’t discriminate based on race, gender, sexual orientation, gender identity or expression, lifestyle, age, educational background, national origin, religion, physical or cognitive ability, and other diversity dimensions that may hinder inclusion in the organization. If there are any adjustments or accommodations that we can make to assist you during the recruitment process, and your journey at Karbon, contact us at for a confidential discussion. #J-18808-Ljbffr



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