Sales Ledger Assistant

JR United Kingdom; Rawdon; 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 position requires working from home with occasional office visits. The role involves managing Purchase Orders, processing invoices, and ensuring accurate billing information. Ideal candidates will have strong administrative skills, attention to detail, and experience in sales ledger or sales administration.

Qualifications

• Experience in sales invoices or sales ledger.
• Understanding of cash collection cycle.

Responsibilities

• Obtain Purchase Orders by contacting customers for payments.
• Process sales invoices accurately.
• Update quotations with PO's when received.

Skills

Collaboration

Customer Service

Attention to Detail

Communication

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Access

Job description

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

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

This role is a hybrid working position, with a requirement to come into the Leeds office (LS19) on Thursday’s. 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. As part of your sales ledger role, we would look to you to work with our internal stakeholders to ensure that we have correct PO’s for invoicing and use your initiative to find customer contact information to collect the payments. Attention to detail is paramount 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 log details of who and when has been chased for PO’s
• Providing the Account Management Team with sufficient detail on billing requirements to allow them to monitor projects and also resolve any billing queries they may have.
• Ensuring the Support team have appropriate information to ensure that 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 either sales invoices or sales ledger, you will have an understanding of the cash collection cycle.

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

We are fast paced, so the ability to work with competing demands and in a changing environment is key.

Other skills and experience we are looking for you to demonstrate include;

• Previous experience of working in an office environment, in a similar role
• Ability to competently utilise Microsoft Outlook, Word, Excel, PowerPoint and Access.
• Experience of managing complex query handling
• Excellent communication level with customers and internal departments
• Previous experience of 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 to reach their full potential. This is a foundation stone of Optum, anchoring the employee cycle from recruitment through to ongoing personal development and genuine, continuous two-way employee engagement, supported by our company values which determine everything we do.

Optum is an equal opportunities employer, and we welcome applications from all suitably qualified candidates regardless of race, colour, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, protected veteran status, or other characteristics protected by applicable law. We will always work to accommodate individual needs during your application journey. If you require any adjustments, please advise the talent team.