Overview
Transaction Analyst Jobs in Houston, TX at Primary Services
Title: Transaction Analyst
Company: Primary Services
Location: Houston, TX
Join a Fortune 500 environment where data, billing accuracy, and operational excellence drive real impact. Step into a high-visibility role supporting large-scale customer and transaction systems across multiple market segments. Work in a fast-paced setting where process improvement and innovation are part of everyday success.
Primary Services is excited to announce the role of Transaction Analyst for a large enterprise client. This role is for a highly analytical professional in a high-volume Retail Billing Operations team, responsible for ensuring accuracy, timeliness, and quality of customer order transactions, account maintenance, and monthly billing cycles. The role supports cross-functional collaboration across IT, Marketing, Customer Care, Operations, and external partners to enhance customer satisfaction and operational efficiency.
Responsibilities:
- Subject matter expertise development across billing, transaction management, and operational systems.
- Analytical and technical support delivery to Customer Care, Sales, Billing Operations, and Marketing stakeholders.
- Monitoring and correction of incoming billing and transactional errors across multiple systems.
- Identification of data trends, anomalies, and root causes to improve accuracy and performance.
- Collaboration with external vendors to ensure timely processing and issue resolution.
- Development and maintenance of process documentation, controls, and operational procedures.
- Creation and execution of User Acceptance Testing scripts for system enhancements and product launches.
- Development of training materials and enablement programs for operational processes and tools.
- Delivery of operational metrics reporting and status updates to key stakeholders.
- Support for process improvement, automation initiatives, and system optimization efforts.
- Business requirements gathering for new capabilities in partnership with IT and Product Owners.
- Promotion of AI tools and digital solutions to improve workflow efficiency and analytical capability.
Qualifications:
- 2–5 years of professional experience in operations, IT, consulting, or project management roles.
- Bachelor’s degree from an accredited institution preferred or equivalent relevant experience.
- Working knowledge of competitive retail energy markets preferred.
- Experience with SAP CCS/CRM systems, particularly billing or transactional modules.
- Proficiency in SQL, Oracle, or similar database query tools.
- Strong command of Microsoft Office Suite, including Excel, PowerPoint, Visio, and Power BI.
- Ability to analyze large datasets to identify trends, errors, and operational insights.
- Experience developing business requirements and supporting UAT processes.
- Familiarity with process documentation, workflow analysis, and operational controls.
- Strong understanding of data-driven decision-making within billing or transaction environments.
