Note: The job is a remote job and is open to candidates in USA. Vispero develops assistive technology and digital accessibility products and services. The Sales Operations Manager supports Sales Operations, Project Management, and Accounting by coordinating revenue tracking, client billing, accruals, reconciliations, collections, SaaS order fulfillment and renewals, and related administrative processes.
Responsibilities
- Enter closed sales into the billing spreadsheet and record the corresponding information in both the SD Revenue Sheet and the Master Revenue Sheet
- Review sales information for completeness and accuracy
- Follow up with sales representatives regarding missing information or discrepancies, including purchase orders (POs), billing contacts, billing addresses, and other required details
- Invoice clients throughout the month based on direction and guidance from Project Managers (PMs)
- Track billing and accruals in the personal billing spreadsheet, SD Revenue Sheet, and Master Revenue Sheet
- Record adjustments in the Monthly Adjustment Sheet, as applicable
- Establish and maintain revenue deferrals in the Microsoft Dynamics GP (GP) deferral module when invoicing SaaS products
- Prepare and provide Accounting with a monthly adjustment spreadsheet based on accruals and unearned revenue
- Collaborate with Accounting following month-end to identify, investigate, and resolve discrepancies
- Review revenue-related records to support accurate financial reporting and reconciliation
- Coordinate order processing and revenue tracking for SaaS products, including JAWS Inspect (JI), Kiosk, and ARC
- Request JAWS Inspect and Kiosk orders through orders@vispero
- Record applicable orders and revenue information in the SD Revenue Sheet and Master Revenue Sheet
- Review renewals and update Salesforce (SF) dates as needed
- Establish revenue deferrals during invoicing, as applicable
- Deliver JAWS Inspect and Kiosk licenses or communicate license updates to clients via email
- Conduct weekly follow-up communications with clients regarding outstanding invoices and collections
- Forward remittance advice to Accounts Receivable (AR) to support payment application and account reconciliation
- Complete vendor forms by providing required company information to support the establishment of new client relationships
- Register the company in client and vendor portals as required to facilitate business transactions and billing processes
- Update the Revenue Forecast daily by transferring revenue estimates from the SD Revenue Sheet to the Master Revenue Sheet
- Maintain accurate and timely revenue forecast information to support reporting and financial planning
- Assist with expense report preparation and related administrative requirements
- Gather and provide supporting documentation, including invoices, contracts, and other financial records, for annual audits
- Review aged accruals and unearned revenue balances and coordinate with Project Managers on necessary follow-up and resolution
- Provide historical opportunity and sales information to Sales Directors (SDs) and Project Managers upon request
- Generate reports from Microsoft Dynamics GP as requested
- Perform other sales operations, revenue administration, and financial support duties as assigned
Skills
- Strong organizational skills and attention to detail, with the ability to maintain accurate financial and revenue-related records across multiple spreadsheets and systems
- Knowledge of client billing, revenue tracking, accruals, unearned revenue, and account reconciliation processes
- Proficiency in Microsoft Excel and the ability to manage and reconcile data across multiple spreadsheets
- Strong written and verbal communication skills, including the ability to communicate professionally with clients and internal stakeholders regarding billing, collections, and documentation requirements
- Ability to investigate discrepancies, identify missing information, and coordinate timely resolution with the appropriate teams
- Ability to manage multiple priorities, meet deadlines, and work independently while collaborating effectively with cross-functional teams
- Strong problem-solving skills and the ability to handle confidential financial and business information appropriately
- Experience with Microsoft Dynamics GP or similar accounting and enterprise resource planning (ERP) systems preferred
- Familiarity with Salesforce or similar customer relationship management (CRM) systems preferred
Company Overview