OptiSigns
SaaS Customer Helpdesk Billing Specialist
Houston, Texas · Full-time · Posted May 22, 2025
About the job
Supports B2B customers with billing inquiries and payment processes while handling accounts receivable, accounts payable, reconciliation, and billing process improvements.
What you'll do
- Respond to billing inquiries, generate invoices, monitor payments, and follow up on outstanding balances.
- Assist with vendor payments and reconcile transactions to maintain accurate records.
- Use internal tools to support customers and operations, suggest or implement automations, and collaborate with Customer Success Managers.
What they ask for
- Clear written and verbal communication, including comfort with frequent phone and video calls.
- Ability to manage multiple tasks while maintaining accuracy and organization.
- Ability to identify discrepancies, reconcile accounts, and streamline processes.
- Customer-focused, self-starting, and collaborative approach.
Nice to have
- Experience with accounts receivable, accounts payable, invoicing, or similar financial tasks.
- Familiarity with CRMs, accounting platforms, or ability to learn tools quickly.
Tools
CRMs, invoicing systems, accounting platforms
Model-written summary · the original posting is authoritative