Were looking for someone with solid general accounting skills but who is also comfortable operating in a sales operations capacity. This is a hybrid role that bridges finance and sales processes, supporting the flow from customer contracts all the way to billing and accounts receivable.Ā
Key Responsibilities:
Review and process customer contracts, ensuring key details are captured accurately in Salesforce.
Set up new orders in Salesforce and coordinate with billing once orders are complete.
Support billing operations as needed (prior billing or invoicing experience is a plus).
Enter billing cases in Salesforce, ensuring they are ready to be invoiced.
Manage AR tasks for a small set of customers, assisting with collections and account management.
Support the revenue accounting process when needed (experience here is a nice-to-have but not a must).
Be the liaison between Sales, Finance, and Billing to ensure smooth hand-offs and data accuracy.
General accounting background (you know your way around invoices, AR, and order set-up, but you're not stuck in the GL all day).
Experience working in Salesforce (or similar CRM system) is essential.
Previous experience in a Sales Ops or Order-to-Cash support role is highly valued.
Exposure to revenue accounting processes is a plus.
Someone who thrives in a cross-functional, detail-heavy environment.
Strong organizational skills, accuracy, and the ability to juggle multiple priorities.
Experienced with QuickBooks
Ā
This isnt hardcore accounting, but your finance skills will help you shine. You'll be the glue connecting Sales, Billing, and AR keeping things moving and ensuring customers have a seamless experience.