Daley And Associates, LLC · 21 hours ago
Invoicing Specialist
United States
Contract
Remote
Entry Level
$30/hr - $36/hr
1+ years expDaley And Associates, LLC is a leading SaaS company located in Boston, MA, seeking an Invoicing Specialist. This role is responsible for ensuring software products and invoices are processed accurately and efficiently, collaborating with various internal teams to support customer-focused operations.
BankingConsultingFinancial ServicesHuman ResourcesInsurance
Responsibilities
Review and process incoming orders for software trials, license purchases, renewals, and professional services in accordance with established procedures
Provide backup order review support for international regions as needed
Review order terms and specifications to ensure timely and accurate license fulfillment for customers, distributors, and resellers using internal systems and third-party tools
Validate customer license entitlements and invoicing data within Salesforce
Coordinate and execute license exchanges and returns
Troubleshoot order and fulfillment issues within defined SLAs, escalating to appropriate stakeholders and managing issues through resolution
Proactively identify and mitigate potential contractual or compliance risks, escalating concerns to management as appropriate
Collaborate with Sales Operations and cross-functional partners to document, improve, and standardize global policies and procedures
Contribute to product packaging and fulfillment configurations in partnership with Product and Sales Operations teams
Post sales orders and issue invoices to customers
Identify accounts with potential collection risk and support collection efforts on aged receivables
Monitor and respond to Accounts Receivable and Licensing helpdesk inquiries from internal and external stakeholders in a professional manner
Qualification
Required
Bachelor's degree in Accounting, Finance, or related field required
Preferred
1–3 years of experience in Accounts Receivable, general accounting, order management, or licensing fulfillment preferred
Experience in the enterprise software industry (SaaS) and familiarity with basic contract terminology is a plus
Experience with Salesforce CRM and Sage Intacct ERP is a plus
Strong customer service orientation with excellent communication and professionalism
Ability to quickly learn and apply sales, licensing, and fulfillment processes
Proactive, detail-oriented, and capable of exercising sound business judgment in time-sensitive situations
Comfortable collaborating cross-functionally to document and evolve policies and procedures
Ability to manage multiple priorities in a fast-paced environment and meet deadlines
Experience working independently with minimal supervision while collaborating across teams, time zones, and geographies
Company
Daley And Associates, LLC
Daley and Associates is a boutique executive search and contract staffing firm specializing in the placement of Accounting, Finance, Information Technology, Legal, Administrative and Life Sciences professionals.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Christyn Thatcher
CFO/COO
Hank Phillips
Principal & COO
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