Billing Product Specialist

Octup is a leading operations and analytics platform built for 3PLs and ecommerce brands. We unify data across warehouse, operations, and finance to power better decisions — with a growing focus on billing automation and payments infrastructure. As we scale our billing product, we’re looking for a specialist to own the technical and product layer across customers, internal teams, and product development.

About the Role

This is a high-impact, cross-functional role sitting at the intersection of: Product Customer Success / Account Management Sales Engineering You will be the go-to expert on Octup’s billing and payments product, responsible for translating real-world customer requirements into scalable product solutions. This is not an Account Manager role - you will not own relationships or project timelines. Instead, you will act as the technical and product authority, enabling internal teams and ensuring successful implementations.

What You’ll Own

1. Product & Feature Ownership Translate customer and prospect requirements into structured feature requests (FRs) Own bug tracking, prioritization, and follow-ups with Product & Engineering Partner closely with Product to shape roadmap decisions Lead user testing (billing + payments) and validate releases Create documentation, training materials, and product enablement content.

2. Solution Engineering & Scoping Lead technical discovery on customer calls Scope: Rate card structures Billing logic Payment workflows WMS integrations Translate requirements into: Clear implementation plans Technical configurations Jira tickets and documentation.

3. Implementation Architecture & Validation Define and guide implementation approach Build and validate: Initial rate card structures Billing configurations Data validation processes Ensure accuracy and readiness before go-live Act as a quality gate for billing implementations.

4. Technical Support & Escalation Act as the technical escalation point for billing issues Troubleshoot complex problems across: Billing logic Data discrepancies Integrations Work with AMs to resolve issues quickly and effectively

5. Internal Enablement (CRITICAL) Train and support: Account Managers (implementation + billing logic) Sales team (how to position and demo billing) Be the go-to expert for: Product questions Edge cases New feature understanding Help Sales answer: “Can we support this?” quickly and confidently.

6. Payments & Financial Workflows (Growing Area) Support rollout of: Payment processing Wallets AR workflows Guide customers on: Payment method optimization (ACH vs CC, etc.) Billing + payments setup Build expertise in accounting integrations (e.g., QuickBooks).

Core Requirements:

3–6+ years in: Solutions Engineering Implementation Technical Customer Success OR similar role in SaaS

Strong ability to: Translate business needs → technical requirements Communicate across technical and non-technical teams

Detail-oriented with experience in: Data validation QA System configuration

Comfortable working in a fast-paced, ambiguous environment

Nice to Have

Experience with: WMS platforms Billing systems Payment providers

Exposure to: Accounting tools (e.g., QuickBooks) Logistics or supply chain SaaS

You will become the central expert and connective layer across the company for one of our most important product lines