Source Job

US

  • Support the global sales team with contract preparation, order processing, and license distribution.
  • Manage recurring revenue renewals, ensuring accurate invoicing and pricing.
  • Generate reports and coordinate with third-party suppliers for order fulfillment.

Salesforce Microsoft Excel Customer Service Data Entry Billing

20 jobs similar to Finance Specialist

Jobs ranked by similarity.

US

  • Collaborate with departments to maintain accurate billing systems, generate invoices, and ensure timely, precise client billing.
  • Analyze and resolve customer billing inquiries via shared email, follow up on payments, and manage Tax Exemption Certificates.
  • Execute billing and reporting tasks within deadlines, supporting overall accounts receivable integrity.

Resultant is an outcomes-focused consulting firm that partners with clients in public and private sectors to solve complex challenges through data analytics, technology, and digital transformation. Founded in 2008 in Indianapolis, the company now employs over 350 team members operating remotely and from offices across the United States.

US

  • Provide professional customer support through phone, email, and other communication channels.
  • Maintain accurate customer and financial records and assist with billing, reconciliation, and payment processing.
  • Collaborate with internal teams to resolve customer and operational matters and identify opportunities for improvement.

US Unlimited PTO

  • Oversee the invoicing process, ensuring accurate and timely invoicing, and work directly with customers to ensure accuracy.
  • Handle high-volume data entry for daily and monthly invoices, maintain master files, and perform data quality assurance.
  • Resolve billing discrepancies, respond to customer inquiries, and collaborate with sales and customer success teams.

We are a profitable growth-stage company building industry-leading martech and data products for the PropTech space. Our fully remote team of 100+ across the U.S. operates on a strict no a**holes policy and we take our work seriously, but not ourselves.

US Canada

  • Own day-to-day CRM administration, pricing sheets, and deal pricing operations across Sales, Finance, and Accounting.
  • Build operational dashboards and reporting to support sales forecasting, pipeline health, and revenue decisions.
  • Improve sales processes, maintain data hygiene, and evaluate new tools to scale efficiency.

Synctera powers the future of FinTech by providing a Banking as a Service platform with APIs, compliance support, and bank partners. The company is a fast-growing team seeking curious and collaborative people to build the FinTech ecosystem.

US

  • Analyze and reconcile AWS billing data to ensure accuracy and identify cost trends.
  • Develop chargeback/showback models and support budgeting and forecasting initiatives.
  • Create executive dashboards and financial reports for cloud spend analysis.

Fastwater Staffing is a staffing firm connecting talent with opportunities. They specialize in placing professionals in contract roles across various industries.

US

  • Coordinate operational activities for commercial and government accounts, including pricing updates and workflow tracking.
  • Develop training materials, maintain processes, and ensure data accuracy in Salesforce CRM.
  • Collaborate cross-functionally with Sales, Legal, HR, and Operations to support contract requirements and customer execution.

FUJIFILM Healthcare Americas Corporation provides cutting-edge healthcare solutions spanning diagnostic imaging, enterprise imaging, endoscopic and surgical imaging, and in-vitro diagnostics, as well as Non-Destructive Testing for infrastructure, aerospace, and oil and gas. Fujifilm is globally headquartered in Tokyo with over 70,000 employees and is guided by the purpose of giving our world more smiles.

Global

  • Manage accounts receivable by reviewing past-due balances and following up with customers.
  • Process incoming payments and maintain accurate billing records in QuickBooks Online.
  • Coordinate invoicing and customer communication using Crown and Microsoft Outlook.

Assist World is a remote staffing company that connects businesses with virtual assistants. The company promotes a flexible, tracker-free work culture with team perks and a focus on operational support.

US 12w maternity 12w paternity

  • Generate routine customer invoices accurately and on time according to contractual terms and billing schedules.
  • Apply customer payments, perform collections follow-up, and reconcile client accounts.
  • Collaborate with internal teams to resolve billing issues and support process improvements.

Included Health is a healthcare company that delivers integrated virtual care and navigation services to raise the standard of healthcare for everyone. Though specific employee count is not mentioned, the company fosters a remote-first culture and offers comprehensive benefits.

US

  • Provide administrative and operational support across various business functions.
  • Respond to customer, client, and vendor inquiries through email, phone, and online platforms.
  • Coordinate schedules, meetings, and maintain accurate business records and databases.

Lovisa LLC is a company that supports daily business operations, administrative functions, and customer communications. They value innovation, collaboration, and exceptional service, and are committed to helping employees grow professionally in a supportive and collaborative team culture.

US Unlimited PTO

  • Manage billing processes, generate accurate invoices, and support month-end closing.
  • Monitor accounts receivable, follow up on outstanding balances, and resolve discrepancies.
  • Collaborate with Finance, Sales, and customers to ensure billing accuracy and collections.

Provi is a company that provides a platform for the beverage alcohol industry, streamlining ordering and payments. They are a growing organization with a dynamic and innovative team, committed to diversity and equal opportunity.

US

  • Set up and validate projects across multiple systems with accuracy and completeness.
  • Maintain project details, statuses, and billing oversight while managing stakeholder follow-ups.
  • Support communication via call queue and email, and assist with special ad hoc initiatives.

J.S. Held is a global consulting firm combining technical, scientific, financial, and strategic expertise to advise clients on value realization and risk mitigation. The firm provides comprehensive services to help clients navigate complex, contentious situations, and its team operates in a high-energy, collaborative environment.

US 12w maternity 12w paternity

  • Serve as a frontline resource for the sales organization, addressing questions and resolving issues across SDRs, AEs, CAMs, and SEs.
  • Document and optimize sales operations workflows, identify process improvements, and assist with tool implementations and automation.
  • Collaborate cross-functionally with Sales, Finance, Legal, GTM Systems, and Engineering to maintain smooth operations and resolve escalated issues.

Founded in 2015 by former NSA cyber operators, Huntress is a remote-first cybersecurity company that protects businesses of all sizes through a 24/7 human-led SOC. They secure over 5 million endpoints and 11 million identities, fostering an inclusive culture where every team member is valued.

LATAM United States

  • Support the Zuora Cloud subscription billing platform across Billing, Payment and Revenue Management, and Admin/User Management.
  • Manage and support Zuora product catalog items, custom fields, events and notifications, reporting, and Revenue/RevPro configuration.
  • Review and potentially develop change-control documents, implement changes in sandbox and Production environments.

They provide Zuora Cloud subscription billing environment support, focusing on configuration, billing, and revenue operations. The company operates with a contract engagement structure looking for mid-level systems administrators to support financial systems.

US

  • Handle inbound and outbound calls, texts, and emails to resolve customer inquiries.
  • Manage case work, document interactions, and ensure accurate data entry.
  • Collaborate with teams to escalate complex issues and maintain service quality.

Five Star Solutions provides customer support services for members and clients. They are committed to a diverse workforce and are an equal opportunity employer with a focus on professional service.

US

  • Serve as the primary Salesforce administrator, managing user access, security, and system configurations to optimize performance.
  • Lead system upgrades, maintain data quality, and develop documentation and training materials for users.
  • Collaborate with cross-functional teams to support Salesforce initiatives and mentor junior administrators.

HHS is a private, family-owned business dedicated to caring for its team members and providing honest, quality-driven customer service. Founded in 1975, today HHS provides housekeeping, food, and facility management services to nearly 1,000 customers across six industries, supporting growth from within.

Philippines

  • Review and verify signed SOWs and Change Orders for accuracy.
  • Create projects in Salesforce and coordinate with project management, resource planning, and sales teams.
  • Support contract management, timecard submission, and process improvements.

3Cloud is a cloud consulting firm specializing in Microsoft services. They foster a culture of experimentation, candid feedback, and accountability, with a diverse and inclusive team.

  • Optimize the full lead-to-revenue lifecycle, driving continuous conversion rate improvements across both marketing acquisition and sales funnels.
  • Define and monitor core Key Performance Indicators across the demand generation motion, building dashboards and delivering actionable insights to executive leadership.
  • Own the operational foundation of Demand Generation and drive strong Marketing-Sales alignment by translating frontline sales insights into actionable strategies.

SmartAsset is an online destination for consumer-focused financial information and advice, helping people make smart financial decisions. SmartAsset has earned recognition on the Inc. 5000 and Deloitte Technology Fast 500 lists, and a successful $110 million Series D funding round in 2021 valued the company at over $1 billion.

US

  • Provides front desk support and customer service for the Admissions Department.
  • Assists with pre-screening and pre-qualifying potential students to ensure smooth admissions processing.
  • Performs clerical, data entry, and record-keeping tasks while maintaining confidentiality.

American Career College has educated students for careers in healthcare for over 40 years. The company has a collaborative, student-centric culture focused on professional growth.

UK Ireland

  • Lead pipeline reporting, forecast cadences, and revenue dashboards in Salesforce for go-to-market teams.
  • Identify friction in revenue cycle processes and drive operational improvements across lead-to-renewal.
  • Build reporting frameworks and support territory planning, quota setting, and capacity modeling with Finance and Sales leadership.

Poka builds a connected worker platform for manufacturing, empowering frontline teams to share knowledge and drive continuous improvement. As part of the IFS family, Poka supports global leaders like Nestlé and Mars, with a growing global reach.

US

  • Lead day-to-day communication for assigned health plan clients
  • Manage requests and deliverables with tight tracking
  • Coordinate outreach, scheduling, field ops, reporting