Sales Administration and IT Support Specialist for Accounting
il y a 1 semaine
About Shift Technology
Shift Technology is a leading provider of AI-powered products for the insurance industry. Our mission is to enable insurers to make better decisions and improve operational efficiency.
Job Summary
We are seeking a highly motivated and detail-oriented individual to join our team as a Sales Administration and IT Support Specialist for Accounting. This role will involve supporting sales administration and accounting processes, as well as providing technical support for accounting software and tools.
Key Responsibilities
- Process and manage sales orders from receipt to delivery.
- Maintain customer records and update sales data in the CRM system.
- Prepare sales reports, forecasts, and performance metrics.
- Coordinate with the sales team and follow up on inquiries and leads.
- Assist in preparing sales presentations, proposals, and contracts.
- Handle customer inquiries and ensure exceptional customer service.
- Follow up on cash collection and manage accounting documents.
- Track weekly cash flow and perform monthly bank reconciliations.
- Manage monthly, half-yearly, and annual provisions (cut-off).
- Maintain and update paperwork and master files.
Technical Responsibilities
- Provide technical support for accounting software and tools.
- Troubleshoot and resolve software issues.
- Assist in the installation, configuration, and maintenance of accounting software.
- Conduct training sessions on accounting tools and best practices.
- Collaborate with IT and finance teams for software updates.
- Ensure data security and compliance with company policies.
Requirements
- Excellent problem-solving and attention to detail.
- Strong organizational and multitasking abilities.
- Effective communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Familiarity with data analysis and reporting tools.
- Knowledge of basic accounting principles.
- Team spirit and flexibility
Education and Experience
- Bachelor's degree in business administration, Information Technology, Accounting, or a related field.
- Experience in sales administration and/or IT support roles, preferably in a similar industry.
- Proficiency in NetSuite, Coupa, Salesforce, Excel, and Word.
Language
- English: Mandatory
- French: Bonus
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