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SaaS Customer Helpdesk Billing Specialist63844779755265120
Workable
SaaS Customer Helpdesk Billing Specialist
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
Houston, TX, USA
Negotiable Salary
Customer Analyst/Representative - Freight Forwarding63844242635521121
Workable
Customer Analyst/Representative - Freight Forwarding
Job Title: Customer Analyst/Representative – Freight Forwarding Location: Houston/TX Job Type: Full-Time Salary: $40k to $50k Excellent Benefits Opportunities for professional development and career advancement. This client is a leading provider of freight forwarding and logistics solutions, dedicated to delivering exceptional service to our clients globally. We pride ourselves on our innovative approach and commitment to excellence in customer service. We are currently seeking a motivated and detail-oriented Customer Analyst/Representative/Graduate to join the team and make this position their own, which in turn will give you career progression as they grow into the role. Job Summary: The Customer Analyst/Representative will play a pivotal role in enhancing our customer service experience by analyzing customer data, handling inquiries, and supporting the logistics operations within the freight forwarding industry. The ideal candidate will have at least one year of relevant experience, showcasing their ability to work collaboratively in a fast-paced environment while providing outstanding service to our clients and Key Responsibilities: Customer Support: Serve as the primary point of contact for clients, addressing inquiries related to shipments, quotes, and service issues with professionalism and a customer-centric approach. Data Analysis: Analyze customer feedback and shipment data to identify trends, inconsistencies, and areas for improvement in service delivery. Reporting: Generate and maintain reports on customer satisfaction, service performance, and operational metrics to provide insights to management and support continuous improvement initiatives. Documentation: Assist in preparing and managing shipping documentation, ensuring compliance with industry regulations and company policies. Qualifications: Minimum of one year of experience in a customer-facing role within the freight forwarding or logistics industry. Strong understanding of freight forwarding processes, terminology, and documentation requirements. Excellent communication and interpersonal skills, with the ability to build rapport with customers and colleagues. Proficient in data analysis tools and Microsoft Office Suite (Excel, Word, PowerPoint). Strong problem-solving skills and attention to detail. Ability to work independently and as part of a team in a fast-paced environment. Customer service orientation with a passion for exceeding customer expectations. Preferred Qualifications: Familiarity with customer relationship management (CRM) systems. Experience with logistics software and tools. Knowledge of international trade regulations and customs procedures.
Houston, TX, USA
$40,000-50,000/year
Customer Service Representative63843480721793122
Workable
Customer Service Representative
Customer Service Representative  Contractor In Charge is looking for an organized, efficient Customer Service Representative with an eye for detail and a high level of accuracy. The Customer Service Representative should be professional and courteous, a skilled multi-tasker with excellent time management, computer, and communication skills.  Who We Are  Our mission is to help small business owners in the home service trades to understand and know their financials and bookkeeping is being managed and maintained with the highest standards. Our staff has a high degree of experience in the electrical, plumbing, HVAC, and other home service industries--and offer their knowledge to help increase our client's understanding of their business performance. In the industry, we are known for our professionalism and knowledge of scheduling software and accounting integrations. Our clients are good at what they do, knowing their trades inside and out--and we let them focus on that by doing the rest for them! Location: Must live in Alabama, Arizona, Florida, Georgia. Michigan, Nevada, North Carolina, South Carolina, Tennessee, Texas, Virginia   Responsibilities:  Answer all incoming calls, as the initial point of contact  Using a company-prepared script, answer our customers’ questions and guide them to the best service-solution for their home  Provide a sense of calm and exhibit empathy for customers, so they feel comfortable  Conduct service-related, follow-up calls to check in on past customers and assess their current needs  Help the field team by taking detailed notes from customer calls and entering them into our system  Contribute to our company’s culture by being upbeat and hard-working  Requirements High School Diploma/GED is required  Self-starter, reliable, flexibility with hours  High level of accuracy and efficiency  Exceptional verbal and written communication skills  Courteous, professional manner, strong customer service skills  Computer literacy and strong typing skills (30+ WPM),experience with Microsoft Office Excellent multitasking and follow-up skills, with high attention to detail  Excellent interpersonal communication skills on a professional and technical level   Able to work both independently and as part of a team  Any experience with ServiceTitan, FieldEdge, Housecall Pro, or other scheduling software would be a plus! HVAC, plumbing, or electrical home service customer service or dispatch experience would also be helpful but is not required. Work Schedule: This entry-level work-from-home job works a flexible schedule depending on business needs. Benefits Competitive salary - starting at $17/hour Medical Benefits -available after 90 days! Retirement Savings Plan Vacation Pay Paid training  Incentive programs  Advancement Opportunities    We are an equal opportunity employer 
Houston, TX, USA
$17/hour
Executive Assistant63499854066179123
Workable
Executive Assistant
REPORTS TO:  CEO and SVP SUMMARY: This position is responsible for a variety of administrative and clerical duties, performing and coordinating office administrative duties, and storing, retrieving, and integrating information for the support to the CEO and SVP. ESSENTIAL FUNCTIONS: Manage incoming correspondence, including telephone call screening, occasional email management Clerical support to CEO and SVP (Organize and maintain paper and electronic files). Dictaphone transcription for SVP. Travel arrangements for the CEO and SVP (both Domestic and international flights and hotels, transportation) incl. itinerary/meeting coordination and planning. Heavy contact management in CRM database (PipelinerCRM). Planning and scheduling internal meetings, external conference calls, and web based presentations. Follow up on conferences and trade show leads created by SVP (mailings, databank updates, etc.). Run various weekly reports for CEO and SVP. Follow up on required report updates through various staff members. Special internal and external event planning and coordination. Handle personal/private tasks for CEO and SVP Backup support for receptionist on telephone overflow. Support Marketing/Communications. Arrange regional trade show participation (posters, handouts, hotel booking, booth reservation, display stands, etc.). Highest level of proficiency in business correspondence. Handle day to day affairs of the Austrian Consulate (manage visa applications, inquiries, organize support for Austrians in an emergency situation). Requirements QUALIFICATIONS: German or Spanish speaking a plus but not required. Minimum two years of experience supporting Executive management. Bachelor degree required. Preference in Business or similar degree. Must have the ability to organize and communicate effectively with executive management and employees. Must have exceptional experience in proofreading, grammar and typing skills. Must be adept with using Dictaphone and transcribing. High level computer knowledge of various software applications to perform functions as required, including latest versions of Excel, PowerPoint, Word, Adobe Acrobat Must have knowledge of and experience with CRM tools. JOB REQUIREMENTS: On a regular and continuous basis, this position will exercise administrative judgment and assume responsibility for decisions, consequences, and results having an impact on people, costs, and/or quality of service within the functional area. It is important for this position to use discretion, good judgment, organizational or management ability, initiative, and be able to work independently.  Personal tasks will be assigned on a routine basis as part of the regular job duties. Benefits What do our jobs offer? Our job openings provide opportunities to be part of a team that provides award-winning, innovative technologies which clean the world's most precious resource – water! Headworks offers exposure to Best-in-Class technologies, on-going career development and advancement potential, and competitive compensation. The Company is frequently acknowledged by the Houston Business Journal as one of the top businesses in Houston to work for. If you are interested in being part of a team whose mission it is to improve and increase water resources around the world, come join us. We are one of the most diverse business environments in the United States as acknowledged by DiversityBusiness.Com and an equal opportunity employer. Headworks also offers a 4.5-day workweek and semi-flexible schedule, with our office closing around noon on Fridays!
Houston, TX, USA
Negotiable Salary
Administrative Assistant - Part Time63499815611393124
Workable
Administrative Assistant - Part Time
HousePro is seeking a detail-oriented and proactive Administrative Assistant to support our dispatch and management team. In this role you will provide various type of administrative support to ensure the efficient operation of the office. Your responsibilities will vary from data entry, assisting with parts ordering, billing, helping dispatch at high volume call times, various other office tasks, and working on projects as needed. The ideal candidate will have a strong attention to detail, feel comfortable working with a computer (no coding or advanced computed knowledge required), feel comfortable on the phone, and have the ability to multitask in a casual but fast-paced environment. HousePro is a widely-respected HVAC company with over 20 years of experience serving the greater Houston area, and we are looking for a dedicated individual to join our administrative team. This position is part time but may evolve into full time as the company grows. Requirements Experience as an Administrative Assistant or in a similar role Excellent written and verbal communication skills Proficient in MS Office Suite (Word, Excel, PowerPoint, Outlook) Ability to maintain confidentiality and handle sensitive information Good problem-solving skills and attention to detail High school diploma; additional qualifications as an Administrative Assistant or Secretary will be a plus Benefits $15 - $20 Hourly based on experience Causal work environment Opportunity for advancement over time
Houston, TX, USA
$15-20/hour
Project Planner63499915209347125
Workable
Project Planner
This position is responsible for processing starts for assigned divisions and supporting the New Home Starts Department as needed. Essential Duties and Responsibilities Process starts in a timely manner. Request site plans for all homes and coordinate site plan re-draws as needed. Order all necessary documents required for permit packages. Liase with Project Managers to complete permit pack submittals. Submit master plans, site plans, and exterior selections to developers for review. Confirm masonry requirements for all homes and ensure necessary options are added to the job. Manage denied developer and/or permit requests. Request custom option pricing and sketches as necessary for a home to meet developer requirement. Communicate effectively with Division Presidents, Sales Professionals, Construction personnel, and other departments. Assist with other New Home Starts duties as needed. From time to time must complete projects on short notice with extreme time constraints. Qualifications High School Diploma or equivalent required; Bachelor’s degree preferred. Requires at least 1 -2 years of administrative experience in a professional office environment. Demonstrated computer skills including a working knowledge of MS Office products, including Outlook, Excel, Word, and PowerPoint.   ***Note to job seekers: Your resume will be reviewed as the best qualified candidates will be contacted in the event that there is potential match***   Perry Homes is an Equal Opportunity Employer    Disclaimer: Recruitment Fraud – Any communication regarding job opportunities from our organization will be initiated through official channels only, including our company email domain, @perryhomes.com and verified social media accounts.  We advise candidates to exercise caution and refrain from sharing personal or sensitive information with any party claiming to represent our company outside of these channels.  We do not at any early stage of recruitment process solicit personal information (e.g., passport and bank account info), financial details, or any form of payment (e.g., application fee).  If you receive suspicious communications, encounter job postings that appear fraudulent, or want to confirm any employment postings, please contact hrinfo@perryhomes.com.   Benefits
Houston, TX, USA
Negotiable Salary
Remote Executive Assistant-Zirtual63499795178883126
Workable
Remote Executive Assistant-Zirtual
Zirtual is a work-life balanced company that offers clients experienced, educated remote executive assistants for their personal and professional needs. Our US-based Virtual Assistants (VA) strive to meet and exceed client needs and expectations. The Virtual Assistant is a vital member of Zirtual. The VA is the main point of contact with clients and will work independently with the clients. The VA will receive support from their assigned Account Supervisor, who will assist the VA<>client relationship with plan modifications, questions, and provide feedback on quality, delegation issues, and more. This role requires the ability to be on the phone and make outbound calls daily. The VA will provide a high-level professional administrative service by working on tasks and projects as assigned by the client, and ensuring they are executed on time and to the highest level of quality. The VA is responsible for being the main point of contact for their assigned clients and being familiar with each client’s needs and preferences. The VA must be willing to make outbound calls. The VA must have consistent and proactive communication with clients and the Account Supervisors. Virtual Assistants are expected to be available for clients during business hours as agreed upon with each client but around-the-clock availability is not expected. Virtual Assistants send weekly usage reports, respond to all communication within a two-hour response window, maintain detailed and up-to-date client profiles, and follow Zirtual's best practices for success. Essential Duties and Responsibilities: The VA will assist the client with: Outbound Calling- Calling warm leads Data collection Scheduling Project management and organization- Facilitate on-time project and goal completion Personal and business calendar management- Scheduling and coordinating appointments as necessary Proactively monitoring the client’s calendars to identify potential conflicts and ensure the team is maximizing the client’s time Research- This may include research on events, travel, projects, etc. Provide research results to the team members within an established time frame, based on best practices learned in Zirtual training and team preferences. Purchases- Ensuring specifications of the purchase meet the client’s satisfaction. Expense reporting and organization of expenses as necessary. Administrative tasks- This may include but is not limited to: inbox management, calendar management, transcription, standard business correspondence, research, and data entry. Email inbox management- This may require, among other responsibilities, responding to and organizing emails as necessary, based on specific guidelines provided by the client and in line with Zirtual policies and practices. Social media management and marketing Attend meetings virtually- Draft agendas, take meeting minutes, and provide follow-up as required. The VA must provide continuous clear communication about task status, needs, and questions to their clients. They should: acknowledge all tasks assigned within the established time frame ensure that they understand expected due dates, and communicate any changes or delays with the client ensure the client is aware of their hour usage and renewal dates by sending a Weekly Usage Report, and if requested, end of day reporting The VA should be open to feedback from the Account Supervisor on Key Performance Indicators, task quality, and time management The VA will reach out to the Account Supervisor whenever they need additional task support or client coverage during a vacation or illness. The Account Supervisor will facilitate assistance from other VA's. Accurately and in real-time track all billable hours for the client in the official Zirtual time tracking system. Other duties as assigned. Requirements Desired Skills and Attributes: Clear, precise, proactive, and professional written and verbal communication skills Ability to organize and effectively prioritize tasks Ability to multi-task with various programs and learn new programs as required Ability to commit to a minimum of one year with Zirtual Must have meticulous attention to detail, along with the ability to comprehend difficult tasks Capable of responding to stress in a fast-paced environment Strong interpersonal skills and ability to quickly develop working relationships Affable and enthusiastic attitude toward teamwork Internet/Web and computer savvy Qualifications: Associate’s Degree, Bachelor's Degree, or a minimum of 7 years experience as an Executive Assistant to C-level executives Minimum of 4 years of administrative experience Preferred experience working with C-level executives Proficiency with Google Suite and Google Calendar, and fluency in Microsoft Office Proficiency with a task management program such as Trello or Asana Preferred experience with a communication program such as Slack Preferred experience with a CRM platform such as SalesForce, Hubspot, or Zoho Preferred experience with an expense reporting program such as Quickbooks or Expensify Preferred experience with a travel management program such as Concur Preferred experience with a social media management program such as Hootsuite and Wordpress Reliable Internet connection, computer, and phone Typing ability of at least 50 WPM with accuracy Available during business hours PST or EST Monday-Friday, unless otherwise agreed in writing with each client Compensation You will be compensated as a 1099 independent contractor. VA's are paid a set amount of their client's monthly plans, with monthly pay averaging $1500-$3800 per month, depending on the client mix Outbound calling client plans are paid at a higher minute-based rate
Houston, TX, USA
$1,500-3,800/month
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