Finance Sales Operations Associate
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Responsibilities:
- Primary order to invoice responsibilities include:
- 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.
- Invoice delivery and submission in multiple portals.
- Review actual to forecast variance analysis.
- Assisting with cash collections of maintenance renewals.
- Handling customer inquires related to the various renewal elements
- Maintenance of tax exemption certificates related to support services
- Work with lead 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
- Maintenance renewals:
- Primary system maintenance and reporting responsibilities include:
- SalesForce Entitlements: assisting with updates and adjustments of data
- Maintain renewal contract setup for proper forecasting
- Month-end booking reports to assist with license, renewals, and training reports
- Intacct renewal setup for future years
- Assist with projects, process development and documentation
- Assist with the various required financial audits and filings
Required Skills/Experience:
- 1 – 3 years of relevant experience, prior software company experience a plus
- Familiarity with general ledger including, monthly close and auditing
- Excellent communication skills with the ability to work well in a team environment and cross-departmentally
- Must be detail-oriented and adaptable
- Microsoft office
- Experience with enterprise accounting systems, such as Intacct, SalesForce and SmartSheet systems a plus
- Bachelor’s degree preferred
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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