
VA Sales Operations and Billing
4 days ago
Virtual Assistant – Sales Operations & Billing Specialist
Apply at
Location: Remote (Philippines)
Schedule: Align with U.S. business hours (EST/CST/PST depending on client needs)
Role Overview
We are seeking a Sales Operations & Billing Specialist to support our sales and finance functions. This role ensures data accuracy, smooth billing operations, and actionable reporting. The ideal candidate is detail-oriented, comfortable with CRMs and invoicing platforms, and eager to help streamline processes and improve performance metrics.
Key Responsibilities
- CRM & Data Accuracy
- Maintain up-to-date, accurate data in Pipedrive.
- Ensure sales pipeline information is current and reliable.
- Reporting & Analytics
- Generate and distribute sales performance and end-of-month reports.
- Provide visibility into KPIs for leadership and sales teams.
- Billing & Invoice Management
- Perform three-way match (Quote/SO PO Vendor Invoice) before billing.
- Create and send invoices via Zoho Invoice.
- Coordinate with AR/AP teams to track payments and resolve discrepancies.
- Process Improvement & Support
- Partner with leadership to identify bottlenecks and implement process improvements.
- Assist with metrics tracking for continuous optimization.
Qualifications
- Experience with sales operations, billing, or finance support roles.
- Hands-on knowledge of CRM systems (Pipedrive preferred) and invoicing tools (Zoho Invoice or similar).
- Strong organizational skills and attention to detail.
- Excellent English communication skills (written & spoken).
- Ability to manage multiple priorities and deadlines independently.
Preferred Skills
- Familiarity with three-way matching and AR/AP workflows.
- Strong Excel and reporting skills.
- Prior experience in IT product/services sales support is a plus.
Compensation
Competitive salary based on experience (paid in PHP or USD).
Apply at
Job Type: Full-time
Pay: Php43, Php57,500.00 per month
Benefits:
- Paid training
Work Location: Remote
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