SaaS Customer Helpdesk Billing Specialist

Customer Success – Billing (A/P & A/R)

At OptiSigns, a Houston-based tech company, we're on a bold mission to become the #1 digital signage platform globally. We're a fast-growing, customer-obsessed team that values innovation, collaboration, and exceptional service. As we continue our rapid expansion, we're looking for an energetic, tech-savvy self-starter to join our Customer Success team focusing on Billing, A/P, and A/R support. If you're a problem-solver who thrives in fast-paced environments and wants to grow within a tech-forward company, this is your opportunity.

As a Customer Success – Billing (A/P & A/R) team member, you'll be at the intersection of customer care, billing operations, and technical support. This is a hybrid role that combines financial accuracy with exceptional service, ensuring our customers are supported from invoice to resolution. Your tech background will help you quickly adapt to tools, automate tasks, and improve internal processes.

You will work primarily with B2B customers, so professionalism, responsiveness, and clarity in communication are critical. You will frequently engage in phone and video calls — resolving billing issues, walking clients through payment processes, and coordinating with vendors or internal teams. Your ability to balance financial tasks with customer interactions will be key to your success.

Key responsibilities include:

• 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.