Finance Specialist
New
D
DatacorSoftware solutions
Remote - USFull-TimeEntry
Salary not disclosed
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Job Details
- Experience
- 2+ years of experience in order management, finance operations, or administrative support
- Required Skills
- SalesforceMicrosoft ExcelCRM
Requirements
- Bachelor's degree in a business-related field, or equivalent experience
- 2+ years of experience in order management, finance operations, or administrative support
- Working knowledge of Salesforce or experience with a CRM application
- Proficiency in Microsoft 365 (Excel, Word, Outlook)
- Experience with ERP or billing systems is a plus
- Strong verbal and written communication skills
- Strong customer service orientation
- High attention to detail with a strong degree of accuracy in data entry, billing, and recordkeeping
Responsibilities
- Support the global sales team in preparing proposals and collecting signatures using our esignature platform
- Create, revise, and distribute license files to fulfil new orders, upgrades, and demo requests
- Manage licenses as needed to support sales and renewal activity
- Gather and verify all relevant order data to ensure accurate processing of invoices and credits
- Coordinate with third-party software suppliers as required to fulfil new orders and software enhancement renewals
- Invoice renewals as needed throughout the month, ensuring accurate pricing
- Maintain accurate contract details in the back-office system
- Create projects as needed with careful attention to order details and prepare monthly service invoices
- Generate and distribute recurring and ad hoc reports on revenue, renewals, billing, and order activity
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