Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 500 days ago

SaaS Customer Helpdesk Billing Specialist

Workable (global search)19,973 open roles

Where
Houston, TX, United States
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowSaaS Customer Helpdesk Billing SpecialistWorkable (global search) · Houston, TX, United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Workable (global search)'s own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 2 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 500 days ago

Workable (global search) median: 2 days open

The posting

Company Overview

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.

The Role

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

  • 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.

Requirements

Requirements

  • 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

Why Join OptiSigns?

  • Career Growth: This role offers a direct path into more senior Customer Success, Operations, or Finance roles as we scale.
  • Dynamic Tech Environment: Work at the forefront of digital signage technology with a team that values innovation and continuous learning.
  • Ownership & Impact: Be part of a fast-paced startup where your work makes a visible impact on our growth and customer experience.
  • Great Team: Join passionate, driven professionals who care about doing great work and helping each other succeed.

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
From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Workable (global search)'s own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Workable (global search)'s form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Workable (global search)'s answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.