Billing & Relationship SpecialistOptimize Search Group • Irving, TX, US

Billing & Relationship Specialist

Optimize Search Group • Irving, TX, US

3 days ago

Job type

Full-time

Job description

Job Description

Position Title : Billing & Relationship Specialist

Duration : Contract to Hire

Location : Irving, TX (3-4 Days On-Site)

Position Overview

The IT Team is dedicated to driving exceptional outcomes through innovative, technology-driven solutions that empower associates and business partners to succeed. We are seeking an experienced, relationship-focused IT professional to join our team as a Billing & Relationship Specialist .

In this role, you will serve as the primary liaison between the organization and its business partners, ensuring a transparent, accurate, and seamless billing experience across multiple brands and systems. You’ll combine financial precision with exceptional customer service, building strong relationships while managing billing operations, subscriptions, and reporting processes.

The ideal candidate is detail-oriented, proactive, and thrives in a collaborative environment—someone who values trust, enjoys problem-solving, and brings a positive, service-minded approach to every interaction.

Key Responsibilities

Serve as the primary point of contact for billing inquiries, fostering professional and trusting relationships with business owners, brand representatives, and internal Finance and IT teams.
Oversee the end-to-end billing process , including report generation, manual billing, subscription management, and reconciliation activities.
Track and maintain subscriptions and services , ensuring accurate activation, modification, and termination of accounts.
Partner with the Finance team to create and maintain data-driven financial reports, billing summaries, and forecasting tools.
Process invoices and expense reports accurately using accounting and business software systems.
Develop, maintain, and organize billing reports and data repositories , ensuring data integrity and accessibility.
Continuously evaluate and improve billing workflows to enhance efficiency and customer experience.
Approach challenges with curiosity, innovation, and a commitment to collaboration and continuous improvement.

Core Competencies

Service-Oriented Communicator : Excels at clear, professional communication—both written and verbal—ensuring a positive experience for all stakeholders.

Relationship Builder : Builds credibility and rapport with diverse internal and external partners while upholding professionalism and integrity.

Process-Minded Problem Solver : Continuously seeks improvement opportunities, leveraging technology and creativity to streamline processes and resolve billing challenges.

Detail-Oriented and Organized : Maintains accuracy and consistency across multiple billing systems, reports, and subscription databases.

Tech-Savvy Professional : Proficient in Microsoft Office (especially Excel) and comfortable learning new software and tools.

Dependable and Self-Directed : Manages time effectively, meets deadlines, and takes initiative to deliver high-quality results.

Collaborative Team Player : Partners effectively across IT, Finance, and Operations to achieve shared goals.

Positive and Adaptable : Maintains a constructive attitude, embraces change, and contributes to a supportive, solution-focused team culture.

Qualifications

Proven record of customer service excellence , managing multiple priorities in a dynamic environment.

Experience identifying and implementing process improvements and automation opportunities , including emerging technologies such as AI.

Proficient in Microsoft Excel, Word, PowerPoint, and Outlook .

Demonstrated ability to maintain databases and ensure accurate data entry and reporting.

Experience collaborating cross-functionally with IT, Accounting, and Operations teams.

Education & Experience

Education : Associate’s or Bachelor’s degree in Accounting, Finance, Business Administration, or a related field (or equivalent professional experience).

Experience : Minimum of two years of experience in billing, accounting, or small business administration.

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Billing Specialist • Irving, TX, US