Note: The job is a remote job and is open to candidates in USA. Network Optix is a global powerhouse in video software development, aiming to empower the creation of intelligent video-based solutions. The Sales Operations Specialist supports day-to-day billing, customer onboarding, and sales systems administration, working across various departments to maintain accurate records and ensure efficient operations.
Responsibilities
- Generate, review, and distribute customer invoices accurately and on schedule, ensuring all billing details (quantities, pricing, terms) are correct before sending
- Monitor accounts receivable and follow up on outstanding invoices using established templates and processes, escalating payment disputes or aging issues to senior team members for resolution
- Collaborate with the Accounting team on credits and customer account adjustments, ensuring proper documentation and approvals are in place
- Maintain accurate product pricing data in billing systems, flagging discrepancies between sales, finance, and billing records to the appropriate stakeholders
- Assisting with billing-related close tasks and reconciling and distribution of reporting
- Gather and organize customer documentation to support credit evaluations, preparing files for review and approval by Finance
- Execute the onboarding intake and activation process for new customers and partners using established workflows
- Coordinate handoffs between Sales, Finance, Legal, and other stakeholders
- Track upcoming customer renewals and provide administrative support during the renewal process, flagging at-risk or overdue renewals to the appropriate owner
- Maintain organized records of executed contracts, onboarding checklists, and approvals to support internal policy compliance and audit readiness
- Handle general customer communication for account updates and documentation collection
- Serve as a day-to-day operator for core business systems
- Maintain customer records, deal pipelines, and system data hygiene by performing regular cleanups, deduplication, and standardization following established guidelines
- Follow documented processes and standard operating procedures, surfacing inefficiencies or improvement ideas to senior team members
Skills
- 3–5+ years of experience in Sales Operations, Revenue Operations, Finance Operations, or a similar role
- Experience supporting billing, invoicing, and customer lifecycle processes
- Comfortable working across multiple systems simultaneously (CRM, billing platforms, financial tools)
- Proficiency with spreadsheets and data management tools
- Ability to learn and navigate new software quickly; experience maintaining data accuracy across platforms
- Maintain accurate product pricing data in billing systems, flagging discrepancies between sales, finance, and billing records to the appropriate stakeholders
- Execute the onboarding intake and activation process for new customers and partners using established workflows
- Coordinate handoffs between Sales, Finance, Legal, and other stakeholders
- Track upcoming customer renewals and provide administrative support during the renewal process, flagging at-risk or overdue renewals to the appropriate owner
- Maintain organized records of executed contracts, onboarding checklists, and approvals to support internal policy compliance and audit readiness
- Handle general customer communication for account updates and documentation collection
- Serve as a day-to-day operator for core business systems
- Maintain customer records, deal pipelines, and system data hygiene by performing regular cleanups, deduplication, and standardization following established guidelines
- Follow documented processes and standard operating procedures, surfacing inefficiencies or improvement ideas to senior team members
- Experience with SaaS or subscription-based businesses preferred
- Strong working knowledge of CRM and financial systems (HubSpot and QuickBooks/NetSuite/PandaDocs experience strongly preferred)
- VMS industry knowledge
- Familiarity with workflow automation or document management tools
- Experience with contract lifecycle management systems
Benefits
- Paid time off
- Flexible working hours
- Employer-sponsored health coverage
- Working with top industry experts in our international team
- Hybrid or Remote
Company Overview