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OptiSigns Inc. · 5 months ago

SaaS Customer Helpdesk Billing Specialist

Houston, TX

Full-time

Hybrid

New Grad, Entry Level

$36K/yr - $42K/yr

OptiSigns Inc. is a Houston-based tech company on a mission to become the #1 digital signage platform globally. They are seeking an energetic, tech-savvy self-starter to join their Customer Success team focusing on Billing, A/P, and A/R support, ensuring customers receive exceptional service and financial accuracy.

Responsibilities

Customer Billing Support: Respond to billing-related inquiries from customers with professionalism and accuracy

Accounts Receivable (A/R): Generate and send invoices, monitor payments, and follow up on outstanding balances

Accounts Payable (A/P): Assist in processing vendor payments, ensuring accuracy and timely delivery

Reconciliation: Perform regular reconciliation of transactions, helping maintain clean and accurate records

Technical Assistance: Use internal tools and platforms (e.g., CRMs, invoicing systems) to support both customers and team operations; suggest or implement automations when possible

Customer Success Collaboration: Work closely with Customer Success Managers to ensure clients' financial needs are met and issues are resolved quickly

Documentation & Process Improvement: Maintain organized records and help improve billing and finance-related processes as we scale

Cross-Functional Support: Occasionally assist with general administrative, finance, or tech tasks to support the broader team

Qualification

A/R experienceA/P experienceCRM proficiencyAccounting backgroundAnalytical mindsetHighly organizedResourcefulCustomer focusedCommunicationSelf-starterGoal drivenTeam player

Required

Accounting/Finance Background: Experience with A/R, A/P, invoicing, or similar financial tasks preferred

Tech-Savvy: Comfortable using modern tools like CRMs, accounting platforms or able to learn quickly

Customer Focused: Passion for delivering an outstanding customer experience with clarity and empathy

Highly Organized: Able to manage multiple billing and finance tasks simultaneously without losing detail

Strong Communication: Clear written and verbal skills to explain complex billing topics in a friendly, accessible way

Self-Starter: Takes initiative, learns quickly, and seeks ways to solve problems independently

Resourceful: Creative in solving problems, overcoming obstacles, and finding better ways to get the job done

Strong Communication: Clear written and verbal skills, with energetic and friendly phone presence; comfortable handling frequent calls and video meetings

Analytical Mindset: Ability to spot discrepancies, reconcile accounts, and streamline processes

Goal and KPI Driven: Motivated by clear targets and performance metrics; focused on achieving measurable results

Team Player: Collaborative attitude with a willingness to help out where needed

Benefits

Health, Dental, and Vision Insurance

Flexible Schedule & Work Environment

Paid Time Off (PTO)

Opportunities for Professional Development and Networking

Fast-Paced, Fun Culture in a Growing Tech Company

Company

OptiSigns Inc.

OptiSigns is the leading digital signage company in North America, with over 30,500 customers in 121 countries using their hardware and software to display signage across a variety of industries.

Founded in 2016