Sales Ledger Assistant

Whatsoninleeds; United Kingdom; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading company is seeking a Sales Ledger Assistant for a 6-month fixed term contract. The role involves supporting the sales ledger process and requires attention to detail, collaboration, and customer service skills. You will work in a hybrid model, with office presence required on Thursdays.

Qualifications

• Experienced administrator with attention to detail.
• Understanding of cash collection cycle required.

Responsibilities

• Obtain Purchase Orders by contacting customers for payments.
• Process sales invoices accurately.

Skills

Attention to detail

Collaboration

Customer service

Communication

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Access

Job description

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

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, 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 customers to collect payment prior to renewal dates. You will work with internal stakeholders to ensure 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 include:

• Using system data to identify quotations requiring Purchase Orders before invoicing
• Updating quotations with PO’s when received and logging details of follow-up actions
• Providing the Account Management Team with billing details to monitor projects and resolve billing queries
• Ensuring Support team has appropriate information to prevent support outside contract 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 with sales invoices or sales ledger and understanding of the cash collection cycle are required.

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

The ability to work in a fast-paced environment with competing demands is key.

Additional skills and experience include:

• Previous office experience in a similar role
• Proficiency in Microsoft Outlook, Word, Excel, PowerPoint, and Access
• Experience managing complex queries
• Excellent communication skills with customers and internal teams
• Experience working with or in the NHS is an advantage

Equality, Diversity, and Inclusion

At Optum, we are committed to an inclusive, equitable culture where everyone can bring their whole selves to work and reach their full potential. We are an equal opportunities employer and welcome 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 protected characteristics. We will accommodate individual needs during your application process; please inform the talent team if needed.