Order Entry & Invoicing Lead

Overview

We are seeking an Order Entry & Invoicing Lead to oversee the end-to-end order-to-invoice process while leading a small team (2–3 team members). This role combines hands-on execution, team leadership, and reporting ownership, ensuring accuracy, efficiency, and compliance across order processing, billing, and credit workflows.

Order Entry & Invoicing (End-to-End Ownership)

Oversee accurate entry, validation, and processing of customer orders within the ERP system. Ensure all orders are complete (part numbers, pricing, quantities, documentation) prior to release. Oversee timely and accurate invoice generation, validating shipment and pricing details. Ensure alignment between orders, shipments, and invoices to prevent discrepancies. Maintain organized systems for invoice filing and audit readiness. Proactively identify and resolve order-to-invoice issues.

Credit Memo Management & Compliance

Own the end-to-end credit memo process, including review, approval coordination, and issuance. Maintain a structured credit memo log to support SOX compliance and audits. Ensure all credits are properly documented and supported. Partner with Customer Service and AR to resolve discrepancies.

Accounts Receivable & Discrepancy Resolution

Act as the primary liaison for invoice disputes, short pays, and discrepancies. Investigate issues across orders, shipments, and payments to drive resolution. Identify recurring issues and implement corrective actions.

Customer Setup & Data Integrity

Oversee the new customer setup process, ensuring completeness and accuracy. Maintain and audit customer master data within the ERP systems. Address data issues that may impact order processing or billing.

Process Improvement & Scalability

Maintain and improve SOPs for order entry, invoicing, and credit workflows. Identify opportunities to improve efficiency and reduce errors. Build scalable processes to support increasing transaction volume and team growth.

Qualifications

• 4–6+ years of experience in order management, invoicing, or customer operations
• Experience leading or mentoring a small team
• Strong attention to detail and data accuracy
• ERP experience (Macola preferred)
• Understanding of invoicing, billing, and credit memo processes
• Experience with reporting, metrics tracking, or operational data analysis
• Strong organizational and communication skills