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Drive adoption of SOCi’s AI-powered agentic workforce across B2B SaaS customer accounts. Lead discovery sessions, workshops, webinars, and value reviews; translate AI capabilities into measurable business outcomes; help customers operationalize AI agents; identify and remove adoption barriers; and collaborate with Customer Success, Product, Sales, and Delivery teams on feedback, enablement, positioning, and repeatable adoption playbooks.

Manages SaaS billing operations, including invoice preparation, customer portal uploads, billing adjustments, credits, cancellations, reconciliations, and billing inquiries. Maintains accurate records across Maxio, Salesforce, and NetSuite; collaborates with Accounting, Sales, Customer Success, AR, and Revenue teams; prepares reports; and supports month-end close, audit readiness, and billing process improvements.

Manage the full accounts receivable cycle, including billing inquiries, customer setup, invoice delivery, collections, payment application, reconciliations, aging reports, and escalations. Maintain billing records, process credits and refunds, monitor dunning and cancellations, support bad debt activities, and provide account updates. Collaborate with Customer Success, Sales, and Finance while delivering responsive customer support and accurate reporting.

Own full-lifecycle recruiting for technical and non-technical SaaS roles, including sourcing, screening, interviewing, scheduling, offers, and hiring coordination. Partner with business leaders and hiring managers to develop recruiting strategies, provide talent-market insights, manage pipelines and approval workflows, and improve recruiting processes. The role also supports recruiting-team training, tracks hiring metrics, and serves as a trusted advisor while managing multiple priorities in a fast-paced environment.

Supports Revenue Operations across Sales, Customer Success, Marketing, and related teams. Manages request queues, Salesforce reporting and data quality, customer cancellations and offboarding, operational workflows, dashboards, and process improvements. Coordinates cross-functional stakeholders, investigates data discrepancies, performs quality assurance, documents processes, and delivers reporting for leadership. The role requires advanced Salesforce reporting skills, analytical judgment, strong organization, and the ability to translate business needs into scalable operational solutions.

The Sales Development Representative identifies and qualifies sales opportunities, collaborates with Account Executives, and closes transactional business for the sales team.

As a Customer Success Manager, you will manage customer relationships, enhance product adoption, mitigate churn risks, and drive revenue growth through effective communication and leadership across teams.

As an Account Executive, you'll drive new business for SOCi, engage multi-location brands, manage sales pipelines, and represent the company at industry events.

The Strategic Customer Success Manager nurtures client relationships, drives product adoption, and ensures clients achieve their business goals through SOCi's AI-powered solutions.

The Enterprise Customer Success Manager leads strategic initiatives to drive customer engagement, prevent churn, enhance revenue growth, and mentor team members. They build partnerships with top-tier customers while utilizing analytical skills to optimize product adoption and retention.