Salary 💰 $65,000 - $75,000 per year
About the role Manage CRM (Zoho) and support sales with contracts, quotes, and dashboards Collaborate closely with Finance to ensure smooth invoicing, collections, and reporting Internal Management of Contracts including EULAs, Reseller Agreements, BAAs, and SOWs Prepare and distribute customer invoices accurately and on schedule Manage payment collections and monitor outstanding receivables Maintain and oversee payment schedules Process daily cash receipt journals and ensure timely posting Manage ACH payment processes Record customer payments accurately and reconcile discrepancies as needed Assist with the preparation of financial reports and schedules Support month and year-end close processes, including account reconciliations and journal entries Provide assistance with tax issues, including contacting agencies to resolve matters Assist with day-to-day financial transactions to ensure accuracy and compliance Serve as backup for payroll processing Participate in various financial and operational projects as assigned Requirements 3+ years of experience in CRM Administration preferably ZOHO 1-2 years’ experience working with commercial sales and service organizations BS or BA in Computer Science, Business, or related discipline, or equivalent professional experience Self-motivated with the ability to both take direction and work independently with minimal supervision Attention to detail and experience with multitasking and prioritizing to deliver impact in a fast-paced environment Strong desire to take initiative; you thrive on change and are comfortable with ambiguity and pivots in the short/long term strategic initiative Proven ability to work cross-functionally by building relationships and influencing others Experience with customer contract administration Excellent communication, organizational, and time-management skills Practice in all requirements of § EN ISO 13485:2016 Comply with applicable regulatory requirements (including but not limited to MDSAP participating countries and CE Marking). Health, vision, and dental insurance Company paid Short Term Disability Company paid Long Term Disability Company paid employee Life Insurance Up to 6% 401k match Unlimited Paid Vacation $150 a month health and fitness stipend Copy Applicant Tracking System Keywords Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills CRM Administration Zoho financial reporting contract administration account reconciliations journal entries ACH payment processes payment collections invoicing tax compliance
Soft skills self-motivated attention to detail multitasking prioritization initiative adaptability cross-functional collaboration relationship building influencing communication
Certifications BS in Computer Science BA in Business EN ISO 13485:2016 compliance