Billing & Account Services Specialist

Join the dedicated support team at Investing.com, one of the world’s top-3 financial platforms with over 50 million monthly users. We are looking for a Billing & Account Services Specialist to manage account services and actively help retain our InvestingPro subscribers.

Investing.com is growing fast on the strength of InvestingPro’s subscription success, and Customer Care is transforming with it. Support runs through two channels today – email/ticket and live chat. Live chat itself is increasingly AI-assisted on the front line, so your work leans toward the conversations that actually need a person: retention moments, refunds, and anything our AI hands off to you.

Your focus is not on financial advice, but on resolving administrative moments – refunds, cancellations, and billing – in a way that gives premium members a real reason to stay, while keeping friction low when someone truly wants to leave. You will use advanced AI support tools to work with speed and precision, in a dynamic, multilingual environment where technology does the heavy lifting, freeing you to focus on decision-making and genuinely helping the subscriber.

What You’ll Do:

• Retention-Focused Cancellation Handling: Handle cancellation requests with a “service-first” mindset – quickly identify why the user wants to leave and actively offer relevant alternatives (e.g., plan adjustments) where it’s the right call for them, or process the cancellation without unnecessary friction when it isn’t.
• Refund & Billing Management: Independently assess refund requests based on internal eligibility guidelines (usage, subscription terms, payment history) and process them efficiently – treating every refund conversation as a chance to understand and address why the subscriber is unhappy.
• AI-Assisted Support (Email & Live Chat): Manage inquiries across email/ticket and live chat – including live chat conversations our AI assistant escalates to you after handling the initial exchange. Use our internal AI tools to draft responses, instantly translate languages, and retrieve policy information.
• Global Support Triage: Act as the first point of contact for our global user base. Resolve administrative issues on the spot and route complex technical or financial product questions to the appropriate specialized teams.
• Account Administration: Assist users with payment method updates, invoice explanations, and subscription upgrades/downgrades.

What You’ll Bring

Must-Have

• Retention / Win-Back Experience: You’ve handled cancellation-save, win-back, or subscription-retention conversations before – you know how to spot a subscriber worth trying to keep and make a genuine case for staying, not just read from a script.
• 2+ years in Customer Support (high-volume digital environment): SaaS, Fintech, or E-commerce background.
• Tech & AI Adaptability: Comfortable working with AI-assisted communication tools – you don’t need to type 100 WPM, but you must be quick at editing drafts, using AI dictation tools, and navigating admin dashboards.
• Decision-Making Skills: Ability to look at a user’s billing history and make a quick, fair decision on refunds or credits based on company policy — and to genuinely try to keep the subscriber first when it’s the right call.
• English Proficiency (C1+): Excellent written English. Additional languages are a huge plus (Spanish, French, German, etc.), as we support a global market.
• Administrative Precision: Attention to detail when handling payments and user data.

Nice-to-Have

• Experience with Zendesk, Intercom, or similar ticketing systems.
• Background in subscription-based services (understanding auto-renewals, pro-rated charges).
• Fluency in a second language (we use translation tools, but native skills are valued).

Success Looks Like

• Retention: Subscribers who reach out to cancel leave the conversation feeling genuinely helped – whether they stay or go.
• Efficiency: Resolving billing/account conversations quickly by utilizing all available tools effectively.
• CSAT: High customer satisfaction scores due to low wait times and clear, professional answers.
• Accuracy: Zero errors in refund processing and billing adjustments.

Why Join Us

• Work with the Best: Join a top-tier Fintech brand serving 50M+ users and traders worldwide. You are supporting a premium product (InvestingPro) that uses cutting-edge AI (ProPicks, WarrenAI).
• Growing With Success: InvestingPro’s subscription growth is reshaping how we support our members – you’d join Customer Care at a real moment of transformation, with room to help shape what retention and support look like next.
• Work-Life Balance: We value long-term partnerships that provide clear direction and growth opportunities.
• Advanced Tooling: Forget repetitive typing. We invest in the best support technology to make your job easier and less stressful.
• Remote & Global: Work from anywhere with a stable connection. Be part of a truly multicultural team.
• Democratic Culture: A supportive management style where your feedback on user issues actually reaches management.

Who we are:

Investing.com was founded in 2007 and now has over 250 employees worldwide. 

With 60 million monthly unique visitors, 4 billion page views, over 500 million sessions, and over 300,000 financial instruments covered, Investing.com is one of the top two global financial websites.

Investing.com offers unlimited access to cutting-edge financial markets tools such as real-time quotes and charts, customized portfolios, personal live alerts, calendars, calculators, and financial insights, completely free of charge. In addition to the global stock markets, Investing.com also covers world indices, ETFs, commodities, bonds & interest rates, cryptocurrencies, futures, and options. Investing.com strives to be a one-stop shop for traders and investors, with apps available.

What we offer:

• A chance to join one of the leading financial markets platforms worldwide
• Challenging assignments in a local and international environment
• Enjoy excellent benefits and a high-energy working environment

As with all investing.com positions, we’re looking for someone self-motivated and meticulous, with a creative and resourceful mind, bright, proactive, and who works well independently and as part of a team.

Check out openings on our career website: https://www.investing-careers.com/

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