IDI Sales Operations & Accounting Specialist

Join the Our Talent NetworkSaratoga Springs, NY
17d$25 - $30Hybrid

About The Position

Integrated Dairy Ingredients (IDI) is seeking a self-motivated, team player to join its team. The ideal candidate is a strong communicator, detail orientated and works well both independently as well as in team settings. IDI was founded in 2024 by three like-minded dairy cooperatives and sells dairy ingredients on behalf of almost 1,700 dairy farmers located along the East Coast. POSITION OVERVIEW The Sales Operations & Accounting Specialist will be responsible for a wide range of customer service activities and financial tasks related to IDI sales. The successful candidate must be exceedingly well organized, flexible, able to multi-task and enjoy the challenges of supporting a high-performance culture of diverse people and backgrounds. Core responsibilities of this position include assisting the team with the order-to-cash process for Integrated Dairy Ingredients. This includes but is not limited to order fulfillment and documentation, order entry, invoicing, accounts receivable, accounts payable, logistics, and documentation. POSITION TYPE: Remote Candidates must reside within reasonable commuting distance of Saratoga Springs, NY, as this position requires weekly in-person administrative responsibilities in the area.

Requirements

  • Excellent oral communication and customer service skills, establishes and maintains effective working relationships with other employees; effective written communication skills to create and deliver reports to senior management.
  • Must maintain the confidential nature of the sales, financial, and employee information.
  • Must have the ability to carry out assigned tasks and projects to their completion with minimal supervision.
  • Associates degree or equivalent in business experience is preferred, with a minimum of 5 years of customer service and/or accounting experience required.
  • Must be detail oriented.
  • Proficiency with Microsoft Word, PowerPoint, and Excel.
  • Must have the ability to carry out assigned tasks and projects to their completion with minimal supervision.

Nice To Haves

  • Experience with financials, letters of credit, and auditing process desired.
  • International trade experience and knowledge of Incoterms is a plus.

Responsibilities

  • Assist sales administrator with sales management utilizing company ERP system which includes: Order entry and customer contract management.
  • Coordination with member cooperatives staff for all new orders and verification of inventory availability.
  • Verify customer credit terms, request customer credit insurance and/or currency coverage as needed.
  • Logistics coordination as needed, help with documentation for domestic and export sales.
  • Process and closing out shipments.
  • Order invoicing and enforcement of credit terms.
  • Maintain up-to-date and accurate records in accounting system.
  • Assisting with month-end close and settlement process.
  • Handle logistics as needed to fulfill sales orders, be knowledgeable of Incoterms.
  • Maintain accurate and detailed accounting records and files.
  • Initiate and follow up internal Quality Assurance and logistics claims as needed.
  • Handle any sample orders and documents management as needed.
  • Assist with Accounts Payable and Accounts Receivable Match invoices to purchase orders and physical receipts provided.
  • Maintain records summarizing payables.
  • Submit confirmed invoices for payment.
  • Review records for past due accounts and summarize for management.
  • Monitor PO Box for payments & assist with banking.
  • Assist with company collections efforts as needed.
  • Coordinate the flow of documents into the system.
  • Assist in responding to customer requests.
  • Assist in responding to vendor requests.
  • Assist in responding to member requests.
  • Maintain necessary records on file.
  • Assist in preparing materials in support of Senior Management for meetings.
  • Recipient of phone calls, direct incoming calls to the appropriate person promptly and efficiently.
  • Communicate and handle incoming and outgoing electronic communications on behalf of Senior Management as requested.
  • Other Duties as assigned.
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