Sales Operations Specialist

Added
4 days ago
Type
Full time
Salary
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Related skills

crm hubspot netsuite excel pandadocs

๐Ÿ“‹ Description

  • Generate, review, and distribute invoices on schedule.
  • Monitor accounts receivable; follow up on outstanding invoices.
  • Collaborate with Accounting on credits and customer adjustments.
  • Maintain pricing data in billing systems; flag discrepancies.
  • Assist with billing close tasks and reporting distribution.
  • Gather customer docs to support credit evaluations.

๐ŸŽฏ Requirements

  • 3โ€“5+ years in Sales/Revenue/Finance Ops (SaaS preferred).
  • Experience supporting billing, invoicing, and customer lifecycle.
  • CRM and financial systems experience (HubSpot, QuickBooks, NetSuite, PandaDocs).
  • Proficiency with spreadsheets and data management.
  • Ability to learn new software quickly; ensure data accuracy across platforms.
  • VMS knowledge or CLM/workflow tools a plus.

๐ŸŽ Benefits

  • Competitive compensation
  • Paid time off
  • Flexible working hours
  • Employer-sponsored health coverage
  • Working with top industry experts in our international team
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