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Sales & Finance Support Specialist
Posted 19 days agoViewed
💎 Seniority level: Experience in sales support, financial processing, or bookkeeping
📍 Location: Philippines
🏢 Company: Outsource Access👥 251-500Digital MarketingSEOSocial Media ManagementLead GenerationGraphic Design
⏳ Experience: Experience in sales support, financial processing, or bookkeeping
Requirements:
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
- Experience in sales support, financial processing, or bookkeeping.
- Proficiency in Microsoft Excel, Google Sheets, and financial software (QuickBooks, Xero, SAP, or similar).
- Strong analytical skills, attention to detail, and accuracy in financial reporting.
- Excellent organizational and communication skills.
- Ability to multitask and work in a fast-paced environment.
Responsibilities:
- Assist in preparing quotes and proposals for potential clients.
- Process sales orders and ensure timely delivery and fulfillment.
- Maintain and update customer records in the CRM system.
- Act as a liaison between the sales team and other departments to ensure smooth operations.
- Assist in processing invoices and ensuring timely payment from clients.
- Manage accounts receivable, track outstanding payments, and follow up as needed.
- Support budget preparation and financial reporting by gathering and analyzing financial data.
- Conduct reconciliations and assist with month-end closing activities.
- Handle customer inquiries related to orders, payments, and account issues.
- Provide exceptional customer service by resolving issues professionally and efficiently.
- Maintain consistent communication with referral partners, providing updates.
- Send financial reports detailing project values and collection timelines.
- Process referral payments promptly upon deposit clearance.
- Develop and manage a structured partner referral support system.
- Establish reorder points for materials and packaging supplies.
- Research and source alternative vendors for packing materials, including branded options.
- Track labor and material costs against financial targets.
- Develop an inventory management system to efficiently track supplies.
- Improve communication with internal teams, including bookkeepers and operational managers.
- Automate reporting processes to ensure accurate and timely updates.
- Develop and maintain Standard Operating Procedures (SOPs) for business processes.
- Document, implement, and monitor operational processes for efficiency.
- Manage social media content and engagement strategies.
- Create basic graphic designs for promotional materials.
- Develop and schedule social media posts on platforms like LinkedIn, Facebook, and Instagram.
- Research local events and networking opportunities, assisting in event registration.
- Organize a repository of job-site images and company content for branding purposes.
- Enhance local brand awareness by promoting CRS through content marketing.
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