Sales Operations Specialist

Davis Technology Management; Town of Texas (WI); On-site; USD 55,000 - 75,000; Full time

Job summary

A growing technology company in Wisconsin is seeking an Accounting & Operations Specialist to manage day-to-day financial and purchasing operations. This role requires over 5 years of experience in accounting or bookkeeping, expertise in QuickBooks Online, and skills in AP/AR and vendor management. Ideal candidates will enhance billing accuracy, maintain inventory, and create efficient purchasing workflows. Join us to impact our core operations and help drive the growth of the company.

Qualifications

• 5+ years accounting, bookkeeping, or operations experience.
• Strong QuickBooks Online experience.
• Highly detail oriented.

Responsibilities

• Own QuickBooks Online and manage financial operations.
• Ensure accurate and timely invoicing.
• Maintain inventory accuracy and improve operational workflows.

Skills

Accounting

QuickBooks Online

Vendor management

AP / AR management

Excel or Google Sheets

Job description

The Opportunity

We are hiring an Accounting & Operations Specialist to own the day‑to‑day financial and purchasing operations of the business.

This role sits at the intersection of:

• Accounting
• Purchasing & Procurement
• Billing & Revenue Operations
• Inventory & Project Margin Tracking

This is not just bookkeeping.

This is the operational engine that powers the business.

What You’ll Own

Accounting & Financial Operations

• Own QuickBooks Online
• Bank and credit card reconciliations
• Support month‑end close
• Track revenue, COGS, and margins
• Support AP / AR

Billing & Revenue Workflow

• Ensure accurate and timely invoicing
• Track subscription and recurring billing
• Identify missed revenue or billing gaps

Purchasing & Procurement

• Manage vendors and distributors (Dell, Lenovo, Pax8, TD Synnex, etc.)
• Create and track purchase orders
• Track shipments and backorders

Inventory & Operational Workflow

• Maintain inventory accuracy
• Track equipment cost and margins
• Improve operational workflows

Required Experience

• 5+ years accounting, bookkeeping, or operations experience
• Strong QuickBooks Online experience
• AP / AR and reconciliations
• Vendor and purchase order experience
• Strong Excel or Google Sheets skills
• Highly detail oriented

Highly Preferred (Huge Plus)

• MSP, VAR, IT Services, AV, Construction, or Professional Services experience
• Understanding of Microsoft licensing, SaaS software agreements, and financial commitments tied to licensing contracts and renewals
• Procurement or purchasing operations experience
• Subscription or recurring billing experience
• CRM tools such as ConnectWise or HubSpot

What Success Looks Like

Within 6-12 months, you will:

• Fully own QuickBooks and financial operations
• Improve billing accuracy and speed
• Create reliable purchasing workflows
• Provide visibility into margins and profitability
• Reduce operational workload for leadership

Why This Role Matters

This role will help build the operational foundation of a rapidly growing technology company.

You will have real ownership, real impact, and help shape how