Order Processing Specialist

Investigo; East Hertfordshire; Hybride; GBP 38 000 - 52 000; Plein temps

Avantages offerts par ce poste

Bonus

Pension

Hybrid work after probation

Résumé du poste

Investigo is seeking a Senior Associate Sales Order Processor in East Hertfordshire to manage end-to-end client contracts through the sales order process, including invoicing and revenue deliverables. The role collaborates with Finance, Business Development, Operations and Project Managers to ensure accurate revenue tracking and milestone achievement.

The ideal candidate will support budgeting, revenue recognition, and contract administration across multi-site, long-term projects, within a

Qualifications

• Maintain sales order and revenue records in ERP from setup to completion, including invoicing and revenue milestones.
• Resolve and approve SOM queries escalated by the team (contract, project, finance and billing matters).
• Review and approve revenue recognition-related reporting and resolve queries.
• Translate contracts into sales orders and projects in ERP, including the set-up of invoicing and revenue recognition milestones.
• Trigger sales invoice requests and revenue milestones accurately and on time – at contract signature, monthly, on achievement of milestones or at project completion.
• Work collaboratively with Business Unit Directors and Project Managers to agree and confirm invoicing and revenue milestones.
• Partner with the Finance team to ensure monthly revenue is accurately recorded and to support the budgeting process.
• Review contracts (quotations, work orders and purchase orders) for completeness, accuracy and compliance.
• Provide Project Managers with timely project reporting and analysis.
• Develop and maintain detailed Excel tracking tools for multi-site, complex and long-term projects.
• Review existing processes and procedures, and recommend and implement improvements that support the growing volume and complexity of contracts.
• Raise internal purchase order requests for multi-site projects.
• Provide guidance, support and on-the-job training to SOM Associates, and review the quality and accuracy of their work.

Responsabilités

• Maintain accurate sales order (contract) and revenue records in the ERP system from project set-up through to completion, including the release of invoicing and revenue milestones, in line with client contracts and accounting policies.
• Resolve and, where appropriate, approve complex SOM queries escalated by the team, including (but not limited to) contract, project, finance and billing matters.
• Review and approve revenue recognition-related reporting and resolve associated queries.
• Translate contracts into sales orders and projects in the ERP system, including the set-up of invoicing and revenue recognition milestone profiles.
• Trigger sales invoice requests and revenue milestones accurately and on time – at contract signature, monthly, on achievement of milestones or at project completion.
• Work collaboratively with Business Unit Directors and Project Managers to agree and confirm invoicing and revenue milestones.
• Partner with the Finance team to ensure monthly revenue is accurately recorded and to support the budgeting process.
• Review contracts (quotations, work orders and purchase orders) for completeness, accuracy and compliance.
• Provide Project Managers with timely project reporting and analysis.
• Develop and maintain detailed Excel tracking tools for multi-site, complex and long-term projects.
• Review existing processes and procedures, and recommend and implement improvements that support the growing volume and complexity of contracts.
• Raise internal purchase order requests for multi-site projects.
• Provide guidance, support and on-the-job training to SOM Associates, and review the quality and accuracy of their work.

Description du poste

Sales Order Processor (Senior Associate) required for an established and highly successful business based in East Hertfordshire.

The role covers the end-to-end management of client contracts through the sales order process, including the set-up and release of invoicing and revenue deliverables and the tracking of project Milestones. The role holder will also support the Finance team with budgeting and revenue recognition processes, prepare budgets for larger and more complex contracts, and undertake wider contract and order administration. This is a highly collaborative role, working closely with Business Development, Operations and Finance.

Key responsibilities include:

• Maintain accurate sales order (contract) and revenue records in the ERP system from project set-up through to completion, including the release of invoicing and revenue milestones, in line with client contracts and company and accounting policies.
• Resolve and, where appropriate, approve complex SOM queries escalated by the team, including (but not limited to) contract, project, finance and billing matters.
• Review and approve revenue recognition-related reporting and resolve associated queries.
• Translate contracts into sales orders and projects in the ERP system, including the set-up of invoicing and revenue recognition milestone profiles.
• Trigger sales invoice requests and revenue milestones accurately and on time – at contract signature, monthly, on achievement of milestones or at project completion.
• Work collaboratively with Business Unit Directors and Project Managers to agree and confirm invoicing and revenue milestones.
• Partner with the Finance team to ensure monthly revenue is accurately recorded and to support the budgeting process.
• Review contracts (quotations, work orders and purchase orders) for completeness, accuracy and compliance.
• Provide Project Managers with timely project reporting and analysis.
• Develop and maintain detailed Excel tracking tools for multi-site, complex and long-term projects.
• Review existing processes and procedures, and recommend and implement improvements that support the growing volume and complexity of contracts.
• Raise internal purchase order requests for multi-site projects.
• Provide guidance, support and on-the-job training to SOM Associates, and review the quality and accuracy of their work.

On offer is an excellent Benefits package, including Bonus, very good Pension and Hybrid working upon completion of probation.