Sales Operations Specialist

Billing & Revenue Operations

Generate, review, and distribute customer invoices accurately and on schedule, ensuring all billing details (quantities, pricing, terms) are correct before sending.

Monitor accounts receivable and follow up on outstanding invoices using established templates and processes, escalating payment disputes or aging issues to senior team members for resolution.

Collaborate with the Accounting team on credits and customer account adjustments, ensuring proper documentation and approvals are in place.

Maintain accurate product pricing data in billing systems, flagging discrepancies between sales, finance, and billing records to the appropriate stakeholders.

Assist with billing-related close tasks and reconcile and distribute reporting.

Gather and organize customer documentation to support credit evaluations, preparing files for review and approval by Finance.

Customer Onboarding & Contract Management

Execute the onboarding intake and activation process for new customers and partners using established workflows.

Coordinate handoffs between Sales, Finance, Legal, and other stakeholders.

Track upcoming customer renewals and provide administrative support during the renewal process, flagging at-risk or overdue renewals to the appropriate owner.

Maintain organized records of executed contracts, onboarding checklists, and approvals to support internal policy compliance and audit readiness.

System Administration & Sales Operations Support

Handle general customer communication for account updates and documentation collection.

Serve as a day-to-day operator for core business systems.

Maintain customer records, deal pipelines, and system data hygiene by performing regular cleanups, deduplication, and standardization following established guidelines.

Follow documented processes and standard operating procedures, surfacing inefficiencies or improvement ideas to senior team members.