OTC Billing/Data Specialist

Overview

OTC Billing/Data Specialist

We're seeking a detail-oriented, technically curious OTC Billing/Data Specialist to own end-to-end resolution of our most complex, high-impact billing/data issues. This role sits at the intersection of data investigation, systems thinking, and customer advocacy - using AI tools and data analysis to find root causes faster, fix them permanently, and scale what we learn across the order-to-cash lifecycle.

Key Responsibilities:

• Investigate and resolve customer billing/data issues across the OTC (Order-to-Cash) process, supporting our customer advocacy team with complex and high impact issues.
• Take full ownership of cases from intake to closure, including clear, proactive customer communication throughout, adhering to tight SLAs.
• Build and maintain internal knowledge base content, including structured documentation that can feed AI-assisted triage/self-serve tools for lower-complexity cases.
• Contribute to ongoing automation efforts - identifying which parts of the resolution workflow can be templated, automated, or AI-assisted, and partnering with Business Systems on implementation.
• Use CRM (Salesforce) and billing systems (Sage Intacct) to track, analyze, and resolve discrepancies.
• Own the review and distribution of our professional services invoices, ensuring VAT has been correctly applied.
• Support OTC activities where needed.

About You

You are customer-focused, detail-oriented and accurate. You communicate clearly and professionally, solve problems analytically, organize multiple cases and work effectively with cross-functional teams in a deadline-driven environment.

Qualifications

• Bachelor’s degree in Business, Accounting, Economics, Management Information Systems or a related field
• 0–2 years of experience
• Strong interest in quote-to-cash processes and operational problem solving
• Excellent customer service and clear, professional communication skills

Familiarity with Salesforce and Sage Intacct, or willingness to learn these systems

What’s in it for you?Aptean offers competitive pay and robust benefit plans along with the opportunity to grow your career in a fast-paced, flexible and casual environment, an outstanding opportunity for career development and growth. About ApteanAt Aptean, our mission is to solve tomorrow’s unique challenges today with unrivaled, purpose-built software and superior customer experiences from people who care. Aptean is a global provider of mission-critical, industry-specific software solutions. Aptean’ s purpose-built ERP and supply chain management solutions help address the unique challenges facing process and discrete manufacturers, distributors and other focused organizations. Aptean’ s compliance solutions are built for companies serving specific markets such as finance, healthcare, biotech and pharmaceuticals, over 10,000 highly specialized organizations in more than 20 industries and 80 countries rely on Aptean to streamline their everyday operations.“At Aptean, our global and diverse employee base is our greatest asset. It is through embracing and understanding our differences that we are able to harness our individual power to maximize the success of our customers, our employees and our company.” –TVN ReddyAptean pledges to promote a company culture where diversity, equity and inclusion are central. We are committed to applying this principle as we interact with our customers, build our teams, cultivate our leaders and shape a company in which any employee can succeed, regardless of race, color, sex, national origin, sexuality and gender identity, religion, disability or age. Celebrating our diverse experiences, opinions and beliefs allows us to embrace what makes us unique and to use this as an asset in bringing innovative solutions to our customer base.

Disclaimer: This position is intended for direct applicants only. No agencies or third-party recruiters, please. Unsolicited agency submissions will not be considered.