Finance Operations Manager
About The Position
The Sales Operations Manager is a strategic corporate partner entrusted to lead and manage a team of operations coordinators and auditors that process, inspect and validate field rep activity; time, mileage, route, sales, and compliance in a high-volume, fast-paced, environment. The ideal candidate has expert level Excel skills to do complete objectives like complex commission calculations, data reconciliation, and creating Excel workbooks for auditing. Salesforce use is heavy and Salesforce admin experience is a plus. Your clients are not only the field leaders, but you will be involved with service and sales to help design new business processes. The ideal candidate has a relevant sales and operations background in professional services, retail, or distributed sales forces, is process and metrics oriented, and can drive performance through leadership and management.
Requirements
- Bachelor Degree in Business or Finance OR 5 years of relevant experience in 3PL, Billing Controls, Finance, or Retail Operations
- Strong Financial Acumen
- Any similar combination of education and experience
- Outstanding organizational skills, attention to detail, project management experience, and prioritization of tasks
- Superior interpersonal skills to work closely with other team members and the client
- Strong verbal communication and presentation skills
- Excellent judgment and issue-resolution skills, and the ability to balance multiple demands and changing priorities
- Advanced/expert working knowledge of Microsoft Office products (Word, Excel, PowerPoint and Outlook)
Responsibilities
- Manage team(s) and oversee day to day operations including, but not limited to, client initiatives, billing, payroll prep, reporting, and client-issue resolution
- Reconcile and audit client specific billing and invoicing to include billed hours and expenses
- Preparing, validating and auditing client specific payroll
- Report generation/analysis of system management reports, to include payroll interface report with payroll system
- Support billing and invoicing process
- System set up for new clients and providers
- Work collaboratively with the client account team to develop account plans and strategies
- Responsible for assisting with client service issues and timely resolution
- Work with managers to assist in the development and maintenance of infrastructure for new and existing accounts
- Provide insight and analysis regarding program performance and identify opportunities for continued improvement
- Become a liaison between client management team, the ops team and finance, assisting in problem resolution, analysis, team building, etc.
- Ensure accurate updates of information as requested by sales team in applicable reporting systems
- Courteously provide problem resolution to internal customers and field associate calls for escalated matters; submit for research when necessary
- Provide excellent customer service by facilitating and/or providing informal and formal training and feedback to internal customers
- Compose verbal and/or written correspondence to internal and external customers
- Perform all other duties as assigned
Benefits
- Receive competitive salary paid weekly
- Work both in-person at corporate office in Southlake, TX, as needed, and remote (after completion of training)
- Health/Dental/Vision Insurance
- 401K Program
- Paid Time Off
- Paid Holidays
- Professional and fun environment
- Paid Sick Leave available in accordance with state/local ordinances
- Employee Assistance Program
- Leadership Development Program
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Number of Employees
5,001-10,000 employees
