Customer Service & Sales Representative | Billing & Admin Support | 3+ Years
Confidential employer
We are looking for experienced Customer Service & Sales Representatives with at least 3 years of professional customer-facing experience who can support a variety of U.S.-based businesses.
This is not an entry-level customer service position.
We are specifically looking for versatile professionals who can do more than answer calls.
Strong candidates may have experience across several areas, including:
Customer Service • Sales • Lead Follow-Up • Billing • Invoicing • Collections • Scheduling • CRM Management • Administrative Support
Because we work with different client accounts, we are looking for adaptable candidates who can confidently communicate with customers, solve problems, handle administrative responsibilities, and learn new systems quickly.
What You May Handle
Depending on the client and assignment, responsibilities may include:
Customer Service
Handle inbound customer calls professionally
Make outbound follow-up calls
Respond to customers by phone, email , chat, or SMS
Answer questions regarding services, orders, appointments, accounts, or billing
Resolve customer concerns and complaints
De-escalate difficult conversations
Follow up until customer issues are fully resolved
Maintain accurate notes and customer records
Sales & Lead Follow-Up
Respond to new leads and inquiries
Make inbound and outbound sales calls
Qualify prospective customers
Follow up with leads who have not made a decision
Explain products or services clearly
Handle basic objections
Schedule appointments or consultations
Assist with quotes and estimates
Maintain sales pipelines and CRM records
Help turn inquiries into booked appointments or customers
Billing, Invoicing & Payment Support
Create or send customer invoices
Review billing information for accuracy
Assist customers with billing questions
Follow up on unpaid or overdue invoices
Process basic payment information
Maintain accurate billing and account records
Assist with Accounts Receivable follow-up
Track payment commitments when required
Escalate billing discrepancies appropriately
Scheduling & Administration
Schedule and reschedule appointments
Maintain calendars
Update customer and client records
Perform data entry
Maintain spreadsheets and trackers
Prepare basic reports
Organize documents and files
Coordinate between customers and internal teams
Follow up on outstanding tasks and requests
Required Qualifications
You must have:
3+ years of professional customer service, customer support, sales, or client-facing experience
Excellent spoken and written English
Strong phone communication skills
Experience communicating with U.S. or international customers
Experience using CRM, ticketing, or customer-management systems
Strong problem-solving skills
Excellent attention to detail
Strong organization and follow-through
Ability to work independently
Ability to learn new systems quickly
Reliable attendance and time management
Reliable internet and professional remote work setup
In addition to customer service experience, you should have hands-on experience in at least two of the following:
Sales or lead follow-up
Appointment setting
Billing
Invoicing
Collections / Accounts Receivable
Scheduling
Administrative support
CRM management
Order processing
Strongly Preferred Experience
Experience with any of the following is a major advantage:
U.S. Customer Service
BPO / Call Center
Inbound Sales
Outbound Sales
Billing Support
Accounts Receivable
Collections
Invoice Processing
Appointment Scheduling
Client Success
Order Processing
Dispatch
Administrative Support
Experience with tools such as the following is also helpful:
Salesforce
HubSpot
Zoho
GoHighLevel
Zendesk
Freshdesk
QuickBooks
Stripe
Microsoft Office
Google Workspace
You do not need experience with every tool listed.
Who We're Looking For
You may be a strong candidate if you:
Sound confident and professional on the phone
Can build rapport quickly
Stay calm when customers are frustrated
Are comfortable discussing money, invoices, or payments
Can recognize a sales opportunity during a customer conversation
Know how to follow up without being reminded
Keep accurate CRM and account notes
Can switch between customer service, sales, billing, and administrative work
Learn new businesses and systems quickly
Know when to solve an issue yourself and when to escalate
Take ownership from beginning to resolution
Are dependable and accountable
We are looking for versatile professionals, not someone who can perform only one narrow task.
Please Do Not Apply If
You have less than 3 years of professional customer-facing experience
Your experience is limited to chat support only
You are uncomfortable handling phone calls
You are uncomfortable with sales conversations
You have never handled administrative, billing, scheduling, or similar operational responsibilities
You need constant supervision
You struggle with spoken or written English
You are not comfortable learning different client systems and processes
How to Apply
Start your application with:
CUSTOMER SERVICE – [NUMBER] YEARS
Example:
CUSTOMER SERVICE – 5 YEARS
Then answer these 4 questions:
1. How many years of customer service experience do you have, and what types of U.S. or international customers have you supported?
2. Which of these have you personally handled: sales, lead follow-up, billing, invoicing, collections, scheduling, or administrative support? Briefly describe your experience.
3. What CRM, customer service, billing, or business software have you used?
4. Please send a 60–90 second video introduction explaining your customer service experience and the other areas you are strongest in, such as sales, billing, invoicing, collections, or scheduling.
Please also attach your updated resume.
We will prioritize candidates with 3+ years of experience, excellent spoken English, strong customer-service judgment, and the versatility to succeed across different client environments.
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