Sales Ledger Assistant

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

Job summary

A leading company is seeking a Sales Ledger Assistant to join their Finance team on a 6-month fixed-term contract. This hybrid role involves supporting the sales ledger process, ensuring accurate invoicing, and collaborating with internal departments. The ideal candidate will have experience in sales administration and excellent communication skills, thriving in a fast-paced environment.

Qualifications

• Experienced administrator with accuracy for detail.
• Understanding of the cash collection cycle.

Responsibilities

• Obtain Purchase Orders by contacting customers for payment.
• Process sales invoices accurately and update quotations.

Skills

Attention to detail

Collaboration

Customer service

Excellent communication

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Access

Job description

Full Job Description

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 work with the wider team to support the sales ledger process. You will be supported by the Credit Manager and the wider team during training of our process.

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

This role is a hybrid working position, requiring you to come into the Leeds office (LS19) on Thursdays. The rest of your role will be worked from home.

What you’ll do

As a Sales Ledger Assistant, you will be responsible for obtaining Purchase Orders by contacting our customers to collect payment prior to renewal dates. You will work with internal stakeholders to ensure we have correct PO’s for invoicing and use your initiative to find customer contact information to collect payments. Attention to detail is essential as you will accurately process sales invoices.

Other key responsibilities and accountabilities will include:

• Using systems data to identify quotations where Purchase Orders are required prior to invoicing.
• Updating quotations with PO’s when received and logging details of who and when has been chased for PO’s.
• Providing the Account Management Team with sufficient detail on billing requirements to monitor projects and resolve any billing queries.
• Ensuring the Support team has appropriate information to ensure no site is given support outside of the agreed contract terms.
• Assisting customers via telephone with invoice and quotation queries.

Who You’ll Be

You will be an experienced administrator with excellent accuracy for detail. With experience in sales invoices or sales ledger, you will understand the cash collection cycle.

Collaboration and customer service are essential, as you will liaise with internal departments for billing information and work directly with our customers.

We operate in a fast-paced environment, so the ability to manage competing demands and adapt to change is key.

Other skills and experience we are looking for include:

• Previous experience working in an office environment, in a similar role.
• Ability to competently utilize Microsoft Outlook, Word, Excel, PowerPoint, and Access.
• Experience managing complex query handling.
• Excellent communication skills with customers and internal departments.
• Previous experience working in or with the NHS would be an advantage.

Equality, Diversity, and Inclusion

At Optum, we are committed to providing an inclusive, equitable culture where people feel able to bring their whole selves to work and reach their full potential. This is a foundational aspect of Optum, supporting employee recruitment, development, and engagement, guided by our company values.

Optum is an equal opportunities employer, welcoming applications from all qualified candidates regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, protected veteran status, or other characteristics protected by law. We will work to accommodate individual needs during your application process. Please advise the talent team if you require any adjustments.