Operations Staff – Account Lifecycle & Customer Billing Support (Up to $48/hr)

Location: Preferred Palo Alto, Los Angeles, or Seattle; open to candidates based anywhere in the PST time zone

Languages Required: English & Mandarin

Pay Rate: Up to $48/hour

About the Role

We are seeking a highly organized and detail-driven Operations Staff member to support the full lifecycle of customer accounts—from initial onboarding through billing, revenue tracking, and post-sales support. This role sits at the intersection of operations, finance, sales, and customer success, making it ideal for someone who thrives in fast-moving, cross-functional environments and enjoys bringing structure, accuracy, and process improvement to complex workflows.

You will play a critical role in ensuring customers have a seamless experience while helping the business maintain financial accuracy, compliance, and operational efficiency.

What You’ll Do

Account Lifecycle & Revenue Support

• Partner cross-functionally to support customers across all lifecycle stages, including account registration, vouchers/discounts, proof of concept (POC), contracting, vendor assessments, billing, payments, and post-sales support
• Support account onboarding and actively participate in customer projects to help accelerate contract execution in collaboration with Project, Legal, Finance, and Tax teams
• Perform monthly account reconciliations, update revenue reports, track payments, and ensure accurate revenue recognition to avoid service interruptions
• Forecast and track account revenue, manage overdue accounts, process bad debt, and support account suspension or closure when required

Customer Billing & Invoice Management

• Generate and send monthly manual invoices for key accounts requiring offline products or customized billing formats
• Coordinate with Finance/AP teams on invoice issuance and payment follow-ups
• Investigate and resolve billing discrepancies by partnering with product teams and customers
• Reconcile revenue for offline products to ensure alignment with issued invoices
• Participate in regular invoice review meetings with select customers

Sales Enablement & Operational Support

• Support sales teams with internal processes, especially assisting non-Mandarin-speaking stakeholders
• Facilitate external client workflows such as vendor onboarding, risk assessments, and audit documentation
• Deliver training on internal processes including vouchers, CPQ, discount approvals, credit workflows, and product updates
• Support ad-hoc meetings related to system issues, billing discrepancies, or account errors, occasionally engaging directly with customers
• Assist with RFPs and other customer-facing operational needs

Business Process Improvement

• Collaborate cross-functionally to migrate offline products into online workflows and billing systems
• Identify gaps in current billing models and recommend process or system optimizations
• Contribute to invoice and billing enhancements by working with billing and international platform teams

What We’re Looking For

• Bachelor’s degree in Business Administration, Finance, Operations, or a related field
• Experience in operations, account management, finance, or billing within a technology or service-based organization
• Strong working knowledge of billing systems, invoicing, and account reconciliation
• Excellent communication skills with the ability to collaborate across global, cross-functional teams
• Strong analytical skills with experience in revenue tracking and forecasting
• Highly organized, detail-oriented, and comfortable managing multiple priorities
• Fluency in English and Mandarin required; additional language skills are a plus

TCWGlobal is an equal opportunity employer. We do not discriminate based on age, ethnicity, gender, nationality, religious belief, or sexual orientation.

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