SaaS Licensing & Billing Specialist (Microsoft)

TrustedTech; Irvine (CA); On-site; USD 64,000 - 86,000; Full time

Benefits offered by this job

Employer-paid health coverage

Dental & vision coverage

401(k) with 4% match

Paid time off

Parental leave

Voluntary benefits

Employee Assistance Program

Short-term disability outside CA

Job summary

TrustedTech in Irvine, CA, is seeking an Account Specialist to manage client cloud subscriptions and financial health. You will be the primary contact for complex billing inquiries and ensure subscriptions are accurate, optimized, and aligned with client needs.

This role requires SaaS customer success experience, familiarity with Microsoft licensing, and the ability to navigate the Microsoft 365 Admin Center.

Qualifications

• 1+ years in a high-volume, professional customer-facing role within SaaS/software development (VAR/CSP/MSP preferred).
• Experience orchestrating the client lifecycle through CRM and subscription management platforms (e.g., Salesforce, Service Cloud, Chargebee).
• High attention to detail and strong time-management for multi-client portfolios and financial records.
• High school diploma or GED required; bachelor’s degree preferred.

Responsibilities

• 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 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 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.

Skills

Customer-facing experience

CRM & subscription platforms

Attention to detail

Education

High school diploma or GED

Bachelor's degree preferred

Tools

Salesforce

Service Cloud

Chargebee

Job description

TrustedTech in Irvine, CA, is seeking an Account Specialist to manage client cloud subscriptions and financial health. You will be the primary contact for complex billing inquiries and ensure subscriptions are accurate, optimized, and aligned with client needs.

This role requires SaaS customer success experience, familiarity with Microsoft licensing, and the ability to navigate the Microsoft 365 Admin Center.