Sales Audit Specialist

Jobvite, Inc.; Urbandale (IA); On-site; USD 42,000 - 60,000; Full time

Job summary

Jobvite, Inc. is seeking a Sales Audit Specialist to support billing, accounts and reporting activities. The role involves handling inquiries, processing adjustments, and ensuring accurate records across multiple departments.

The position collaborates with finance, credit, and operations to resolve discrepancies and ensure timely month-end close and audits.

Qualifications

• High school diploma or GED (or equivalent) is required.
• Minimum 1+ year related experience.
• Strong accuracy, data-entry speed, and attention to detail are essential.

Responsibilities

• Respond to customer inquiries regarding account details, invoices, tickets, statements, and billing issues.
• Run and clear daily sales exceptions; release tickets for billing.
• Generate and review daily reports.
• Process invoice corrections and offline credits (MRAs).
• Manage donation accounts: approvals, parent orders, MRAs, month-end cleanup.
• Conduct weekly cash detail reviews and resolve discrepancies with locations.
• Investigate and resolve cash/credit account variances.
• Submit account clearings via ServiceNow.
• Maintain tax-exempt records and ensure proper exemption handling by area.

Skills

Data Entry

Time Management

Problem solving

Detail orientated

Communication Skills

Confidentiality

Education

High school diploma, GED, or equivalent experience

Job description

Sales Audit Specialist – Key Responsibilities

General Duties

• Respond to customer inquiries regarding account details, invoices, tickets, statements, and billing issues.
• Run and clear daily sales exceptions; release tickets for billing.
• Generate and review various daily reports.
• Process invoice corrections and offline credits (MRAs).
• Manage donation accounts: secure approvals, enter parent orders, submit MRAs, and perform month-end cleanup.
• Conduct weekly cash detail reviews and resolve discrepancies with locations.
• Investigate and resolve cash/credit account variances.
• Submit account clearings via ServiceNow.
• Maintain and monitor tax-exempt records and ensure proper exemption handling by area.

Credit Department Support

• Facilitate credit adjustments by gathering information, securing sales approval, processing adjustments, and communicating corrections to customers.
• Coordinate with the credit department and sales to resolve discrepancies and process approved adjustments.

Sales & Plant Support

• Process ticket changes submitted by sales or plant locations.
• Collaborate with sales to resolve exceptions.
• Support plants with haul reports and rate inquiries.
• Assist Office Managers with stockpile variance resolution during month-end.
• Submit product requests as needed.
• Monitor exempt orders and ensure valid certificates are on file.
• Provide guidance on handling returned loads, out-of-spec materials, and other operational issues.

Finance Collaboration

• Assist with internal self-audits and external audits.
• Support month-end close activities.
• Maintain records in compliance with Record Retention and MM policies.

District-Specific Responsibilities (if no Office Manager is present)

• Order and manage office supplies.
• Coordinate office lunches as needed.
• Reconcile PCard transactions monthly.
• Handle district-specific billing items (e.g., rail, barge, ship, transfers).

Minimum Education and Experience

• High school diploma, GED, or equivalent experience
• 1+ year related experience

Knowledge, Skills, and Abilities

• Data Entry
• Time Management
• Problem solving
• Detail orientated
• Communication Skills
• Confidentiality