Jeremy Ramey headshot

Jeremy Ramey

Implementation | Integrations | Customer Success (Non-Engineering Portfolio)

Hero Case Study — Global Multi-Currency Billing Enablement (CAD & EUR)

All content included here is sanitized, anonymized, and non-confidential.

Problem

A global customer relied on a centralized Uber One membership spanning multiple regions. After adopting a new accounting and payment platform, the system could no longer convert invoice currency automatically for recurring global membership charges.

While no systems were technically broken, the limitation introduced significant risk: invoices could not be paid correctly, the account fell six months behind, and the balance was approaching charge-off — placing a long-standing global partnership at risk.

Stakeholders Impacted

  • Customer Finance & Accounting
  • Internal Finance (charge-off and recovery risk)
  • Product & Engineering
  • Account Leadership
  • End Users (risk of benefit disruption)

Environment & Constraints

  • Program: Centralized global Uber One membership
  • Regions: CAD and EUR dashboards with thousands of users
  • Platform constraints: Currency could not be changed post-creation; pricing logic varied by country
  • Time pressure: Charge-off deadline approaching the following month

Actions

  • Partnered with the Uber One product team to confirm currency limitations and pricing dependencies
  • Reframed the problem by exploring currency enablement at dashboard creation rather than modifying live environments
  • Designed a workaround using new shell dashboards with currency locked at creation and country logic validated afterward
  • Secured Finance alignment to temporarily waive charge-off while testing the solution
  • Validated pricing and invoicing using test users in each region
  • Protected the end-user experience by manually transferring users between dashboards, avoiding automated cancellation notifications

Technical Components (High-Level)

  • Currency enablement at dashboard creation
  • Country and language decoupling for validation
  • Manual user transfer workflows
  • Billing dashboard verification
  • Cross-functional coordination with Product, Engineering, and Finance

Outcomes (Sanitized)

  • Multi-currency billing enabled for CAD and EUR dashboards
  • 6,000+ CAD users and 2,000+ EUR users retained without service interruption
  • No employee-facing cancellation notifications triggered
  • Charge-off avoided and outstanding balance recovered
  • $340K+ in annual program value preserved

Technical Flow Overview

This flow captures the workaround design used to enable CAD/EUR billing while protecting the employee experience and avoiding charge-off.

Multi-currency billing enablement flow