Sales and Financial Operations Specialist

Intelliswift Software, Inc.
  • Englewood Cliffs, NJ
  • $30 Per Hour
30+ days ago

Job Description

Customer Job

Sales and Financial Operations Specialist

Job ID: 26-01577

Pay rate range - $30/hr. to $33/hr.

Schedule: Fully Onsite Monday through Friday 9 AM - 6 PM

Description: Sales and Financial Operations Specialist

Top skills:

Data Analysis/ Data Entry (ERP), Account Management, Microsoft office - (Excel/PPT)

KEY RESPONSIBILITES/REQUIREMENTS:

We are seeking a highly organized and detail-oriented Sales and Financial Operations Specialist to join our dynamic team.

The ideal candidate will be responsible for performing a variety of sales, financial, and administrative tasks to support the overall operations of the department.

This role requires a strong understanding of sales processes, financial operations, and administrative management to ensure smooth and efficient business operations.

Key Responsibilities

Sales Operations

  • Assist in the development and documentation of sales strategies to support in achieving revenue targets.
  • Monitor and analyze sales performance metrics to identify trends and areas for improvement.
  • Prepare sales reports, forecasts, and presentations for management review.
  • Coordinate with the sales team to ensure timely and accurate order processing.
  • Ad Hoc projects as needed

Financial Operations

  • Manage financial line items for account Sales programs
  • Prepare and maintain financial records, ensuring accuracy and compliance with company policies.
  • Assist in budget preparation and monitoring, providing insights for financial planning.
  • Process and manage the entry of Claims & Deductions
  • Conduct regular financial audits

Administrative Work

  • Handle day-to-day administrative tasks, including scheduling, correspondence, and document preparation.
  • Maintain and update departmental records, ensuring data integrity and confidentiality.
  • Document and report on event and travel expenditures arrangements for the supported accounts.
  • Provide support to senior management with special projects and initiatives.
  • Conduct daily administration, pricing, condition, PUMI submission

____

Qualifications

  • Bachelor''s degree in Business Administration, Finance, or a related field.
  • 2-3 years of experience in sales, financial operations, or administrative roles.
  • Strong analytical skills with the ability to interpret data and make informed decisions.
  • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and CRM software.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team in a fast-paced environment.

____

Preferred Qualifications

  • Tech savvy, highly collaborative, motivated, and focused on the needs of others
  • Familiarity with ERP systems and other business management tools.
  • Experience in a similar role within the Consumer Electronics sector is as plus.

Numbers & Facts

LocationEnglewood Cliffs, NJ

Skills

  • Administrative Managementunmatched
  • Administrative Skillsunmatched
  • Analysis Skillsunmatched
  • Auditingunmatched
  • Budget Managementunmatched
  • Business Administrationunmatched
  • Business Operationsunmatched
  • Communication Skillsunmatched
  • Consumer Electronicsunmatched
  • Corporate Policiesunmatched
  • Customer Relationship Management (CRM) Systemsunmatched
  • Data Analysisunmatched
  • Data Entryunmatched
  • Data Qualityunmatched
  • Detail Orientedunmatched
  • Documentationunmatched
  • ERP (Enterprise Resource Planning)unmatched
  • Financeunmatched
  • Financial Administrationunmatched
  • Financial Auditunmatched
  • Financial Managementunmatched
  • Financial Operationsunmatched
  • Financial Planningunmatched
  • Interpersonal Skillsunmatched
  • Maintain Complianceunmatched
  • Meet Sales Quotaunmatched
  • Microsoft Excelunmatched
  • Microsoft Officeunmatched
  • Microsoft PowerPointunmatched
  • Microsoft Wordunmatched
  • Operational Supportunmatched
  • Operations Managementunmatched
  • Operations Processesunmatched
  • Order Processingunmatched
  • Organizational Skillsunmatched
  • Performance Analysisunmatched
  • Performance Metricsunmatched
  • Prepare Correspondenceunmatched
  • Pricingunmatched
  • Record Keepingunmatched
  • Reporting Skillsunmatched
  • Revenue/Sales Reportingunmatched
  • Salesunmatched
  • Sales Analysisunmatched
  • Sales Forecastingunmatched
  • Sales Managementunmatched
  • Sales Operationsunmatched
  • Sales Strategyunmatched
  • Sales Supportunmatched
  • Team Playerunmatched
  • Time Managementunmatched
  • Travel Planningunmatched
  • Trend Analysisunmatched

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