Sales Operations Specialist

The role

This person will own the day-to-day financial and purchasing operations of the business. They will manage accounting, purchasing, billing, and inventory tracking.

What you will do

• Own QuickBooks Online
• Perform bank and credit card reconciliations
• Support month-end close
• Track revenue, COGS, and margins
• Support AP / AR
• Ensure accurate and timely invoicing
• Track subscription and recurring billing
• Identify missed revenue or billing gaps
• Manage vendors and distributors
• Create and track purchase orders

Required qualifications

• 5+ years accounting, bookkeeping, or operations experience
• Strong QuickBooks Online experience
• AP / AR and reconciliations
• Vendor and purchase order experience
• Strong Excel or Google Sheets skills
• Highly detail oriented

Nice to have

• MSP, VAR, IT Services, AV, Construction, or Professional Services experience
• Understanding of Microsoft licensing, SaaS software agreements, and financial commitments tied to licensing contracts and renewals
• Procurement or purchasing operations experience
• Subscription or recurring billing experience
• CRM tools such as ConnectWise or HubSpot

About the company

Davis Technology Management is a technology company in the IT staffing, Technology Consulting and IT Managed Services sector. They provide Managed IT Services, Audio/Visual & Low Voltage Solutions, Technology Staffing & Consulting, and Technology Product Development.