Accounting & Sales Operations Specialist

Pathway Talent Partners
  • Eau Claire, Wisconsin
    3 days ago

    Job Description

     Accounting & Sales Operations Specialist

    Location: Eau Claire, WI
    Compensation: $70,000–$80,000+, depending on experience
    Employment Type: Full-Time

    About the Opportunity

    Pathway Talent Partners is partnering with a growing, entrepreneurial company to identify an Accounting & Sales Operations Specialist.

    Our client is an innovative, rapidly growing business focused on bringing unique, high-quality products to market. As the company continues to expand, they are looking for a versatile, detail-oriented professional who can support both the financial and commercial sides of the business.

    This is an excellent opportunity for someone who enjoys variety, takes ownership of their work, and thrives in a smaller organization where they can make a meaningful impact.

    The ideal candidate will bring a strong accounting foundation along with the flexibility and willingness to support sales operations, customer relationships, marketing initiatives, and other business priorities.

    Key Responsibilities

    Accounting & Financial Operations

    • Manage day-to-day accounting activities and maintain accurate financial records.
    • Process and track credit memos, customer deductions, adjustments, and supporting documentation.
    • Support accounts receivable and accounts payable functions, including invoicing, collections, and payment processing.
    • Reconcile customer accounts, investigate discrepancies, and coordinate resolutions with internal teams and external partners.
    • Assist with month-end accounting activities and provide financial information to leadership and outside accounting partners.
    • Maintain organized financial documentation and identify opportunities to improve accounting processes.

    Sales & Customer Operations

    • Provide operational and administrative support to the sales team and company leadership.
    • Assist with customer onboarding, account setup, pricing information, order coordination, and documentation.
    • Manage customer-related activities, including deductions, credits, promotions, and product samples.
    • Maintain accurate customer records, sales reports, pricing files, and internal tracking systems.
    • Coordinate across accounting, sales, and operations to ensure accurate information and timely communication.
    • Support new customer opportunities and ongoing account management activities.

    Marketing & General Business Support

    • Assist with marketing initiatives, promotional campaigns, product launches, and customer programs.
    • Coordinate marketing materials, product samples, shipments, and other sales-related activities.
    • Maintain organized product, customer, and promotional information.
    • Support leadership with reporting, special projects, and evolving business needs.
    • Identify opportunities to streamline processes, improve communication, and support continued business growth.

    Qualifications & Experience

    Required Qualifications

    • 3+ years of experience in accounting, accounts receivable, bookkeeping, sales operations, customer operations, or a related business support role.
    • Strong understanding of accounting fundamentals, including AR, AP, invoicing, reconciliations, credit memos, and customer deductions.
    • Proficiency in Microsoft Excel and comfort working with accounting software and business systems.
    • Strong organizational skills, attention to detail, and ability to manage multiple priorities.
    • Excellent communication skills and confidence interacting with customers, vendors, sales teams, and company leadership.
    • Self-motivated, resourceful, and comfortable taking ownership of responsibilities.
    • Adaptability and willingness to support different areas of the business as needs evolve.

    Preferred Qualifications

    • Experience in food and beverage, consumer packaged goods, manufacturing, wholesale, retail, or distribution.
    • Familiarity with customer deductions, chargebacks, trade promotions, or distributor and retailer accounting.
    • Experience supporting sales operations, customer accounts, or marketing initiatives.
    • Previous experience working in a smaller, growing, or entrepreneurial organization.

    Numbers & Facts

    LocationEau Claire, Wisconsin

    Skills

    • Accountingunmatched
    • Accounting Policiesunmatched
    • Accounting Softwareunmatched
    • Accounts Payableunmatched
    • Accounts Receivableunmatched
    • Administrative Skillsunmatched
    • Billingunmatched
    • Bookkeepingunmatched
    • Business Growthunmatched
    • Business Solutionsunmatched
    • Business Supportunmatched
    • Chargebacksunmatched
    • Communication Skillsunmatched
    • Consumer Packaged Goodsunmatched
    • Consumer Promotionsunmatched
    • Credit Processingunmatched
    • Credit and Collectionsunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Data Qualityunmatched
    • Detail Orientedunmatched
    • Documentationunmatched
    • Entrepreneurshipunmatched
    • Financial Operationsunmatched
    • Food and Beverage Industryunmatched
    • Lead Generationunmatched
    • Leadershipunmatched
    • Manufacturingunmatched
    • Marketingunmatched
    • Microsoft Excelunmatched
    • Multitaskingunmatched
    • Onboardingunmatched
    • Operational Supportunmatched
    • Organizational Skillsunmatched
    • Payment Processingunmatched
    • Pricingunmatched
    • Process Developmentunmatched
    • Process Improvementunmatched
    • Product Shipmentsunmatched
    • Product/Service Launchunmatched
    • Promotional Productsunmatched
    • Promotional Programsunmatched
    • Reconciliationunmatched
    • Record Keepingunmatched
    • Relationship Marketingunmatched
    • Retailunmatched
    • Revenue/Sales Reportingunmatched
    • Salesunmatched
    • Sales Administrationunmatched
    • Sales Managementunmatched
    • Sales Operationsunmatched
    • Sales Supportunmatched
    • Time Managementunmatched
    • Track Customer Issuesunmatched
    • Wholesale Industryunmatched

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