Sales Operations Specialist Walnut Creek, California, United States

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.
• Assisting with billing-related close tasks and reconciling and distribution of 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.
• Cook up 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.

What we’re looking for

• Experience: 3–5+ years of experience in Sales Operations, Revenue Operations, Finance Operations, or a similar role. Experience with SaaS or subscription-based businesses preferred.
• Technical skills: Comfortable working across multiple systems simultaneously (CRM, billing platforms, financial tools). Proficiency with spreadsheets and data management tools. Ability to learn and navigate new software quickly; experience maintaining data accuracy across platforms.
• Knowledge: Strong working knowledge of CRM and financial systems (HubSpot and QuickBooks/NetSuite/PandaDocs experience strongly preferred).
• Will be a plus: VMS industry knowledge. Familiarity with workflow automation or document management tools. Experience with contract lifecycle management systems.

What we offer

• Competitive compensation
• Paid time off
• Flexible working hours
• Employer-sponsored health coverage
• Working with top industry experts in our international team

Hybrid or Remote

The position is ideally a hybrid role. We will also consider remote candidates based in PST time zone.

Base pay range

$86,250 - $126,500 USD

Network Optix is an equal opportunity employer committed to diversity and inclusion in the workplace.