Account Specialist

TrustedTech; Irvine (CA); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

100% employer-paid base medical

HMO or PPO options

Dental and vision coverage

401(k) with 4% match

Paid vacation, sick leave, holidays

Paid parental leave

Voluntary benefits

Employee Assistance Program

Job summary

TrustedTech is seeking an Account Specialist to manage client cloud subscriptions and billing health. You will act as the primary contact for complex billing inquiries, ensuring subscriptions are accurate, optimized, and aligned with client needs in a fast-paced environment.

Ideal candidates will have SaaS customer success experience, the ability to navigate Microsoft licensing, and strong problem-solving skills.

Qualifications

• 1+ years in a fast-paced, client-facing role within B2B technology, SaaS, or cloud services.
• Exceptional interpersonal and consultative communication, with customer advocacy experience.
• Experience navigating subscription billing, invoice reconciliation, and financial inquiries.
• High-level organizational rigor for multi-client portfolios and timelines.
• Experience with enterprise CRM or ticketing (e.g., Salesforce, Service Cloud, Zendesk).
• High school diploma or GED equivalent required.

Responsibilities

• Ingest and resolve sophisticated billing inquiries, root-cause analysis for accuracy.
• Oversee portal-driven changes and account updates to protect financial integrity.
• Coordinate with Account Management on long-term product adjustments and billing lifecycle strategies.
• Provide guidance on licensing structures and subscription types to clients.
• Execute Adds, Moves, and Changes in cloud portals and tenant configurations.
• Manage support cases raised within the vendor ecosystem (e.g., Microsoft) with proactive follow-up.
• Maintain meticulous records in CRM for issue tracking and resolutions.
• Escalate high-priority client situations to senior management or engineering leads.

Skills

Client-facing

B2B tech experience

SaaS knowledge

CRM familiarity

Dispute resolution

Organizational rigor

Root-cause analysis

Education

High school diploma or GED

Tools

Salesforce

Service Cloud

Zendesk

Microsoft 365 Admin Center

Azure Portal

Job description

TrustedTech is a leading Microsoft Cloud Solution Provider (CSP) specializing in Microsoft Cloud services, Microsoft perpetual licensing, and Microsoft Support Services for medium and enterprise-sized businesses. Our robust team of in-house, U.S-based Microsoft architects and engineers are certified in all 6/6 Microsoft Solutions Partner Designations in the Microsoft Cloud Partner Program.

Prioritizing a people-centric mission, TrustedTech has transformed the Microsoft software licensing experience, giving IT professionals complete confidence in the success of their Microsoft investment.

Overview:

The Account Specialist is a critical member of the Account Services team, responsible for the end-to-end management of client cloud subscriptions and financial health. This role serves as the primary point of contact for complex billing inquiries, ensuring that cloud service subscriptions are accurate, optimized, and aligned with client needs.

This position requires a high-impact professional with a background in SaaS Customer Success who can navigate the complexities of software licensing and subscription billing. While you will ultimately orchestrate administrative lifecycle events in the Microsoft 365 Admin Center, we are looking for a candidate with the professional acumen to provide a solution-oriented approach to customer advocacy and dispute resolution.

Responsibilities:

Subscription Billing & Financial Advocacy

• Ingest and resolve sophisticated billing inquiries, performing root-cause analysis to ensure subscription accuracy and client satisfaction.
• Oversee portal-driven changes and account updates to maintain the integrity of client financial records and recurring revenue streams.
• Partner with Account Management to coordinate long-term product adjustments and billing lifecycle strategies.
• Serve as a subject matter expert on software licensing structures, providing clients with informed guidance on subscription types.
• Execute "Adds, Moves, and Changes" within cloud portals, ensuring precise license assignments and tenant configurations.
• Manage support cases raised within the vendor ecosystem (e.g., Microsoft), tracking milestones to ensure timely resolution and proactive follow-up.

Operational Excellence

• Maintain meticulous records within CRM systems to ensure high-fidelity tracking of client issues and resolutions.
• Identify and elevate high-priority client situations to senior management or engineering leads when technical or financial complexities exceed standard protocols.
• Provide continuous feedback on operational workflows to enhance customer experience and streamline administrative efficiency.

Required Skills & Qualifications (must-haves):

• 1+ years of experience in a fast-paced, professional, client-facing role within B2B technology, SaaS, software distribution, or cloud services.
• Exceptional interpersonal and consultative communication skills, with proven capability in customer advocacy, complex dispute resolution, and managing multi-stakeholder expectations.
• Demonstrated experience navigating subscription billing, invoice reconciliation, or financial inquiries, with strong root-cause problem-solving skills to protect account financial integrity.
• High-level organizational rigor and sophisticated prioritization skills, essential for managing multi-client portfolios, balancing competing deadlines, and upholding meticulous operational records.
• Hands‑on experience orchestrating client lifecycles and tracking customer touchpoints within enterprise CRM or ticketing platforms (e.g., Salesforce, Service Cloud, Zendesk).
• High school diploma or GED equivalent required.

Preferred Skills & Qualifications (nice-to-haves):

• Prior experience operating within a Microsoft Cloud Solution Provider (CSP), Value-Added Reseller (VAR), or Managed Service Provider (MSP) environment.
• Direct experience executing license provisioning, tenant modifications, or administrative lifecycle events within cloud management consoles (e.g., Microsoft 365 Admin Center, Azure Portal, or Partner Center).
• Exposure to specialized subscription management, recurring billing, or CPQ platforms (e.g., Chargebee, Zuora, Stripe Billing, NetSuite).
• Working knowledge of modern cloud licensing constructs, co-terming, prorations, seat management, and subscription tier structures.
• Bachelor’s degree in Business Administration, Information Systems, Communications, or a related field; foundational cloud certifications (e.g., Microsoft Certified: MS‑900 or AZ‑900) are a strong plus.
• Type: Onsite, Monday - Friday (UCI Research Park - Irvine, CA)
• Working Hours: 6:00 am to 3:00 pm PT OR 7:00 am to 4:00 pm PT
• Compensation: $75K annually (non-exempt); *DOE

• 100% employer-paid base medical coverage:
• HMO (CA) | PPO (out-of-state)
• Dental and vision coverage
• 401(k) with 4% company match (fully vested)
• Paid vacation, sick leave, and holidays
• Paid parental leave
• Voluntary benefits (STD*, life/AD&D, accident, critical illness, hospital)
• Employee Assistance Program (EAP)
• (*Short-term Disability available for employees outside California)

*TrustedTech is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, age, national origin, veteran status, disability, sexual orientation/gender identity, or any other characteristic protected by applicable law.*