Financial Data Entry Specialist - 20809

somewhere; Deutschland; Remote; EUR 15.000 - 19.000; Vollzeit

Zusammenfassung

A U.S. HR-tech/SaaS company is seeking a diligent Financial Data Entry Specialist to ensure accurate intake, validation, and maintenance of sales and financial records remotely.

You will work with Sales, Finance, and Customer Support to keep data consistent in Salesforce and QuickBooks Online, maintaining confidentiality and quality control. The role requires 2–3+ years of experience, strong Excel skills, and the ability to work independently in a remote, international setting (Germany as a

Qualifikationen

• 2–3+ years in financial data entry, accounting, bookkeeping, or operations.
• Strong proficiency in Microsoft Excel.
• Familiarity with Salesforce, QuickBooks Online, or similar systems.
• Excellent attention to detail and accuracy.
• Strong organizational, communication, and time-management skills.
• Ability to work independently in a remote environment and collaborate with internal teams.
• Proactive, reliable, and comfortable asking questions when needed.
• Able to learn quickly, take direction, and follow through on tasks.

Aufgaben

• Enter signed deals, customer transactions, orders, invoices, and payments into Salesforce and QuickBooks Online.
• Review deal details for accuracy and resolve discrepancies.
• Maintain up-to-date customer, account, pricing, product, and sales records.
• Follow workflows, checklists, and quality-control procedures.
• Collaborate with Sales, Finance, and Customer Support to ensure data integrity.
• Raise questions promptly when information is unclear or incomplete.
• Handle confidential data in line with privacy policies.
• Support reconciliations and other admin tasks.
• Maintain high accuracy and attention to detail in data entry.

Kenntnisse

Attention to detail

Remote work capability

Time management

Independent work

Proactive communication

Tools

Salesforce

QuickBooks Online

Excel

Jobbeschreibung

Financial Data Entry Specialist

Work Hours: Monday to Friday, 8:45 AM to 5:15 PM EST
Pay Range: $1500 - $2000/mo (varies based on skill set and experience level)
Search Location: South Africa, Philippines, or Latin America
Work Location: REMOTE

About the Company

Our client is an established, privately held U.S. HR-tech/SaaS company that sells B2B employee performance-management software. They serve HR teams and organizational leaders, helping companies manage reviews, goals, feedback, engagement, and employee development on a single platform.

Role Overview

We are seeking a diligent and detail-oriented Financial Data Entry Specialist to join our team. In this operational role, you will be responsible for the accurate intake, validation, and maintenance of sales and financial records. You will serve as a vital partner to our Sales, Finance, and Customer Support departments, ensuring seamless data integrity within Salesforce and QuickBooks Online. The ideal candidate will take ownership of record accuracy, follow established quality-control workflows, and communicate proactively to resolve discrepancies, directly contributing to the company's operational efficiency and business insights.

Duties and Responsibilities

• Sales Data Entry: Accurately and promptly enter signed deals, customer transactions, orders, invoices, and payment information into Salesforce, QuickBooks Online, and other company systems.
• Data Validation & Quality Control: Review deal and transaction details for accuracy, completeness, and consistency with source documentation, identifying and resolving discrepancies as needed.
• Data Maintenance: Maintain accurate and up-to-date customer, account, pricing, product, and sales records across company systems.
• Process Compliance: Follow established workflows, checklists, and quality-control procedures to ensure consistent and accurate processing of all records.
• Cross-Functional Collaboration: Work closely with Sales, Finance, Customer Support, and other internal teams to resolve discrepancies and ensure accurate information flows between departments.
• Proactive Communication: Raise questions promptly when instructions are unclear, information is incomplete, or issues arise that may affect processing or accuracy.
• Confidentiality & Compliance: Handle sensitive customer, sales, and financial information with discretion and in accordance with company privacy and data-handling policies.
• Operational Support: Assist with reconciliations and other administrative or operational tasks as required.
• Attention to Detail: Maintain a consistently high level of accuracy and attention to detail across all data entry, record updates, and operational tasks.

Minimum Qualifications

• 2-3+ years of experience in financial data entry, accounting, bookkeeping, or operations
• Strong proficiency in Microsoft Excel
• Familiarity with Salesforce, QuickBooks Online, or similar systems
• Excellent attention to detail and accuracy
• Strong organizational, communication, and time-management skills
• Ability to work independently in a remote environment and collaborate with internal teams
• Proactive, reliable, and comfortable asking questions when needed
• Able to learn quickly, take direction, and follow through on tasks

Preferred Qualifications

• Experience in finance, accounting, sales operations, or administration
• Familiarity with contract processing, deal administration, or order management