Sales & Finance Support Specialist

Outsource Access is seeking a detail-oriented and proactive Sales & Finance Support Specialist to join our dynamic team. This role will play a crucial part in supporting both the sales and finance departments by managing financial transactions, processing orders, and providing outstanding customer service. The ideal candidate will ensure financial accuracy, streamline processes, and enhance overall business performance.

Key Responsibilities:

• Sales Support:
• Assist in preparing quotes and proposals for potential clients.
• Process sales orders and ensure timely delivery and fulfillment.
• Maintain and update customer records in the CRM system.
• Act as a liaison between the sales team and other departments to ensure smooth operations.
• Finance Support:
• Assist in processing invoices and ensuring timely payment from clients.
• Manage accounts receivable, track outstanding payments, and follow up as needed.
• Support budget preparation and financial reporting by gathering and analyzing financial data.
• Conduct reconciliations and assist with month-end closing activities.
• Customer Service:
• Handle customer inquiries related to orders, payments, and account issues.
• Provide exceptional customer service by resolving issues professionally and efficiently.
• Referral Partner Tracking & Relationship Management:
• Maintain consistent communication with referral partners, providing updates.
• Send financial reports detailing project values and collection timelines.
• Process referral payments promptly upon deposit clearance.
• Develop and manage a structured partner referral support system.
  
• Additional Responsibilities:
• Inventory & Procurement Support:
• Establish reorder points for materials and packaging supplies.
• Research and source alternative vendors for packing materials, including branded options.
• Track labor and material costs against financial targets.
• Develop an inventory management system to efficiently track supplies.
• Team & Leadership Development:
• Improve communication with internal teams, including bookkeepers and operational managers.
• Automate reporting processes to ensure accurate and timely updates.
• Develop and maintain Standard Operating Procedures (SOPs) for business processes.
• Document, implement, and monitor operational processes for efficiency.
• Marketing & Social Media Management:
• Manage social media content and engagement strategies.
• Create basic graphic designs for promotional materials.
• Develop and schedule social media posts on platforms like LinkedIn, Facebook, and Instagram.
• Research local events and networking opportunities, assisting in event registration.
• Organize a repository of job-site images and company content for branding purposes.
• Enhance local brand awareness by promoting CRS through content marketing.

Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
• Experience in sales support, financial processing, or bookkeeping.
• Proficiency in Microsoft Excel, Google Sheets, and financial software (QuickBooks, Xero, SAP, or similar).
• Strong analytical skills, attention to detail, and accuracy in financial reporting.
• Excellent organizational and communication skills.
• Ability to multitask and work in a fast-paced environment.

Benefits

Employee Benefits

• Health and Wellness: Comprehensive HMO coverage for you and your dependents.
• Security and Peace of Mind: Group Life Insurance Benefit to safeguard your future.
• Financial Flexibility: Virtual Credit Card for added convenience and purchasing power.
• Work-Life Balance: Generous Paid Leaves to recharge and prioritize personal time.
• Government Benefits: Full support for required government benefits.
• And More: Exciting additional benefits that will be shared with you!

Supplemental Pay Types

• 13th Month Salary: A festive bonus to celebrate the year’s hard work.
• Overtime Pay: Compensation for your extra effort and time.
• Night Differential: Additional pay for working late hours or shifts.
• Incentives: Performance-based incentives to reward your contributions and achievements