Finance Sales Operations Associate
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Responsibilities:
- Primary order to invoice responsibilities include:
- Professional Services:
- Prepaid services, fixed fee, milestone projects, and training invoice processing.
- Creating support files for all time & material project invoicing.
- Expense report invoicing support creation.
- Invoice delivery, including invoice submission through various portals.
- Project ID setup and maintenance.
- Work with Services team for proper invoicing and collections.
- Maintenance renewals:
- Quoting, research, validation, processing and related invoicing
- Updating and adjusting entitlements based on completed renewal in multiple systems
- Perform calculations for change requests including co-termination of entitlements, changes in support plans and reseller pricing
- Maintain customer files with purchasing and invoicing requirements
- Review actual to forecast variance analysis
- Work with lead and management in understanding revenue recognition policy and application
- Exposure to new deal and multi-element arrangement processing and accounting
- Work with other key departments including, Account Management, Contracts, and Sales regarding order related items
- Professional Services:
- Collections:
- Weekly review and follow up of open receivables
- Work with Services, Sales, and Customer Success teams to work through collection issues
- Research and resolve payment discrepancies
- Assist with maintaining customer account records
- Primary system maintenance and reporting responsibilities include:
- Entitlements Database assisting with updates and adjustments of data
- SalesForce Entitlements assisting with updates and adjustments of data
- Maintain Renewal Contract setup for proper forecasting
- Booking reports: assistance with license, renewals, training reports
- Intacct Renewal setup for future years
- Assisting with monthly accounting and close responsibilities including:
- Assisting with cash collections and customer invoice questions
- Assist with projects, process development and documentation
- Assist with the various required financial audits and filings
- Assist with maintenance of tax exemption certificates related to support services
Required Skills/Experience:
- 1 – 3 years of relevant experience, prior software company experience a plus
- Familiarity with general ledger including, monthly close, auditing
- Experience working in a team environment
- Microsoft office
- Experience with enterprise accounting systems, Intacct, SalesForce and SmartSheet systems a plus
- Business/Accounting degreed
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
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