[Remote] Finance Specialist

Note: The job is a remote job and is open to candidates in USA. Datacor is the leading provider of software solutions to the process manufacturing space. The Finance Specialist role involves managing the full order-to-cash lifecycle, supporting the sales team, handling invoicing, and generating reports to aid Finance and GTM leadership.

Responsibilities

• Support the global sales team in preparing proposals and collecting signatures using our esignature platform
• Create, revise, and distribute license files to fulfil new orders, upgrades, and demo requests
• Manage licenses as needed to support sales and renewal activity
• Gather and verify all relevant order data to ensure accurate processing of invoices and credits, maintaining records in line with internal retention requirements
• Coordinate with third-party software suppliers as required to fulfil new orders and software enhancement renewals
• Invoice renewals as needed throughout the month, ensuring accurate pricing
• Update licenses to extend end dates
• Maintain accurate contract details in the back-office system
• Update and deliver license files as needed when contracts are renewed
• Create projects as needed with careful attention to order details, ensuring customer invoices for services performed are accurate
• Edit project structures as needed to ensure staff have access to projects and can record their time accurately
• Prepare and deliver monthly service invoices to customers
• Generate and distribute recurring and ad hoc reports on revenue, renewals, billing, and order activity to support Finance and GTM leadership

Skills

• Bachelor's degree in a business-related field, or equivalent experience
• 2+ years of experience in order management, finance operations, or administrative support
• Working knowledge of Salesforce or experience with a CRM application
• Strong verbal and written communication skills
• Proficiency in Microsoft 365 (Excel, Word, Outlook)
• Strong customer service orientation
• High attention to detail with a strong degree of accuracy in data entry, billing, and recordkeeping
• Experience with ERP or billing systems

Benefits

• This is a fully remote role.
• Occasional travel may be required for in-person team meetings, though these are infrequent and not guaranteed.

Company Overview