Sales Ledger Assistant

Whatsoninleeds; Leeds; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A leading company is seeking a Sales Ledger Assistant for a 6-month fixed-term contract in Leeds. The role requires attention to detail and collaboration skills while managing sales ledger processes. This hybrid position involves working onsite one day a week and is suitable for experienced candidates in the finance sector.

Qualifications

• Experienced administrator with attention to detail.
• Experience in sales invoices or sales ledger essential.
• Ability to manage competing demands in a fast-paced environment.

Responsibilities

• Contact customers to collect payments before renewal dates.
• Update quotations with received PO's and ensure accurate invoicing.
• Assist customers with invoice and quotation queries.

Skills

Attention to Detail

Customer Service

Collaboration

Communication Skills

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Access

Job description

Rawdon, Yorkshire and the Humber, United Kingdom

OptumUK

Posted today

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Full Job Description

Here at Optum, we’re looking for a Sales Ledger Assistant to join our Finance team on a 6-month fixed-term contract.

Joining our collaborative finance team, you will support the sales ledger process, working with the wider team. You will be supported by the Credit Manager and the team on training related to our processes.

If you are an experienced Sales Ledger Assistant or have sales administration experience and want to work within a truly collaborative culture, then apply today!

This role is a hybrid position, requiring you to work from our Leeds office (LS19) on Thursdays. The rest of the role will be remote.

What you’ll do

As a Sales Ledger Assistant, you will obtain Purchase Orders by contacting customers to collect payments before renewal dates. You will work with internal stakeholders to ensure accurate PO’s for invoicing and use your initiative to find customer contact information for payment collection. Attention to detail is crucial for processing sales invoices accurately.

Other key responsibilities include:

• Using system data to identify quotations requiring Purchase Orders prior to invoicing
• Updating quotations with received PO’s and logging details of follow-up actions
• Providing the Account Management Team with billing details to monitor projects and resolve billing queries
• Ensuring the Support team has appropriate information to avoid support outside contracted terms
• Assisting customers via telephone with invoice and quotation queries

Who you’ll be

You will be an experienced administrator with excellent attention to detail. Experience in sales invoices or sales ledger and understanding of the cash collection cycle are essential.

Collaboration and customer service skills are vital, as you will liaise with internal departments and customers.

In a fast-paced environment, the ability to manage competing demands and adapt to change is important.

Additional skills and experience include:

• Experience working in an office environment in a similar role
• Proficiency in Microsoft Outlook, Word, Excel, PowerPoint, and Access
• Experience handling complex queries
• Excellent communication skills with customers and internal teams
• Experience with NHS operations is a plus

Equality, Diversity, and Inclusion

At Optum, we foster an inclusive, equitable culture where everyone can bring their whole selves to work and reach their full potential. We are committed to equal opportunities and welcome applications from all qualified candidates regardless of race, religion, gender, sexual orientation, age, disability, or other protected characteristics. We are happy to make accommodations during the application process; please inform our talent team if needed.