Sales Operations Specialist

📋 Description

• Generate, review, and distribute customer invoices on schedule.
• Monitor accounts receivable and follow up on aging invoices.
• Collaborate with Accounting on credits and customer adjustments.
• Maintain pricing data and flag discrepancies across systems.
• Execute onboarding intake and activation for new customers.
• Coordinate handoffs between Sales, Finance, Legal, and others.

🎯 Requirements

• 3–5+ years in Sales Operations, Revenue Ops, or similar.
• Experience with billing, invoicing, and customer lifecycle processes.
• Proficiency with spreadsheets and data management tools.
• CRM/financial systems knowledge; HubSpot, QuickBooks, NetSuite, PandaDocs preferred.
• Ability to learn new software quickly and maintain data accuracy.
• Experience with credits, adjustments, and contract lifecycle management.

🎁 Benefits

• Competitive compensation
• Paid time off
• Flexible working hours
• Employer-sponsored health coverage
• Hybrid or Remote work options (PST time zone)
• Collaborative environment with an international team