Operations
RightCapital is an innovative financial tech startup providing cutting-edge holistic financial planning software. We were recently voted by The Daily Finance as one of Connecticut's Best Fintech companies! We started as a group of entrepreneurs working from a garage in Connecticut to now having the 3rd largest financial planning technology company in the US. We have seen tremendous growth within this space, and have our eyes squarely set on growing this company to the next level as we help financial advisors add value to their clients!
The Billing and Business Operations Associate is a hybrid position that combines billing operations with business processes and regulatory compliance. This role ensures financial accuracy while supporting operational efficiency in a dynamic SaaS environment. Ideal candidates will excel in cross-functional teamwork while upholding a strong focus on detail.
Billing Responsibilities:
Assist customers with billing-related inquiries via phone, email, or support chat
Securely handle sensitive customer information (e.g., credit card details, client information)
Accurately and promptly activate customer accounts, including setting up multi-tier recurring subscriptions in Stripe, generating invoices, processing payments, and maintaining records in Salesforce
Process changes and mid-cycle upgrades/downgrades for various pricing plans (monthly/annual)
Resolve failed payments through dunning management and payment method updates
Timely and accurate processing of cancellation requests and corresponding subscription changes in Stripe
Provide occasional assistance with ad-hoc billing projects, including customer base reviews, price changes, and pricing plan restructuring
Execute projects with clearly defined steps, follow direction, and demonstrate independent thinking when needed
Business/ Compliance Support Responsibilities:
Respond to compliance inquiries from customers, auditors, or regulatory authorities, providing requested documentation (e.g., audit reports, certifications)
Maintain organized records of compliance requests and audit-related activities
Assist in reviewing and updating internal policies as needed
Occasionally assist with in-office coverage, including reviewing and escalating operational issues, office deliveries, serving food, and restocking the kitchen
Strong communication skills are essential for interacting with customers in this role.
Strong analytical and problem-solving skills
Bachelor’s degree in Finance/ Business Administration or equivalent practical experience
Proficient in Excel with a solid understanding of its features and functions.
Previous experience with recurring subscriptions and/or a SaaS company preferred
Familiarity with payment processing platforms like Stripe preferred
The ability to think quickly and manage multiple tasks simultaneously is crucial for success in this role.
If you are ready to make an impact in the world of financial planning and possess the skills we seek, we invite you to apply today and join our innovative team at RightCapital!
401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Referral program
Retirement plan
Vision insurance
Schedule: 8-hour shift, Monday to Friday
Location: Shelton, CT (Hybrid)
Overall target compensation: From $45,000 per year, plus an annual bonus