Customer Service Representative II – Procurement Help & Training Specialist

Customer Service Representative II – Procurement Help & Training Specialist

Compensation: $32/hr. Location: Spring, TX Schedule: Monday–Friday | 40 hours per week

Position Overview

We are seeking Customer Service Representatives II to support procurement, vendor assistance, invoice research, and help desk training activities. This role provides troubleshooting support to internal teams and external suppliers, ensuring accurate invoice processing, timely payment resolution, account reconciliation, and strong customer relationship management.

Key Responsibilities

• Respond to inquiries from vendors, procurement teams, operations, and finance.
• Research and resolve invoice discrepancies, payment delays, and remittance issues.
• Assist users with Open Invoice workflow questions and troubleshooting.
• Reconcile accounts and verify supporting documentation to resolve disputes.
• Prepare and send clear communication to suppliers and internal stakeholders regarding payment status and next steps.
• Provide training and mentoring to new or existing users on invoice processing procedures and systems.
• Document communications, resolutions, and follow-up steps thoroughly.
• Maintain a high level of professionalism, patience, and customer focus when dealing with complex or escalated concerns.

Skills & Qualifications

• Strong customer service and communication skills (written & verbal).
• Experience researching invoices and resolving payment discrepancies.
• Proficiency in Microsoft Office (Outlook, Excel, Teams/SharePoint).
• Ability to manage multiple inquiries and prioritize effectively.
• Strong problem-solving and follow-through skills.
• Organized and detail-oriented with accurate documentation habits.

Preferred Experience

• Open Invoice experience (highly preferred)
• Accounts Payable / AP workflow exposure
• Procurement or supply chain support
• Experience training or mentoring users in system workflows

Success Traits

Clear, calm communicator Professional and patient under pressure Responsive and reliable with follow-up Able to investigate and resolve issues independently when needed