Sales Support Specialist

red violet (NASDAQ: RDVT); Boca Raton (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

IDI is seeking a bright, highly motivated Sales Support/Billing Specialist to join our team. You will support the Sales Team through CRM administration, lead qualification, reporting, billing, and accounts receivable in a fast-paced environment.

You will manage monthly invoicing, process customer payments, coordinate with operations, and help drive automation projects to streamline billing and improve controls. A 2-3 year background with QuickBooks and Salesforce is preferred.

Qualifications

• 2-3 years of related work experience preferred.
• Strong organization, communication, and multitasking skills in a fast-paced environment.
• Invoicing and receivables proficiency with computerized accounting systems.
• Ability to handle a high volume of workload with extreme attention to detail.
• MS Excel with VLOOKUP, queries, functions, and reporting knowledge.
• MS Word and Outlook proficiency.
• Experience with QuickBooks Enterprise.
• Experience with Salesforce preferred.
• Bachelor’s degree preferred.

Responsibilities

• Serve as the front end, main point of contact for the Sales Team and liaison between the Sales Team and other internal departments.
• Work directly with the Sales Team on requests, processing applications, assisting customers, and processing contracts.
• Manage monthly invoicing and accounts receivable, review late fees or credits, and distribute invoices.
• Process customer payments via credit card or ACH and update billing contact information.
• Collaborate with Operations and management to ensure superior customer service.
• Coordinate with Sales and Client Support for timely billing.
• Apply customer cash receipts and research reconciliation items and unapplied cash regularly.
• Investigate and resolve customer invoice disputes with internal/external parties.
• Assist with billing setup for new accounts requiring electronic or custom billing.
• Maintain accurate notes and records pertaining to customer billing.
• Perform weekly metric reporting, ad-hoc reporting, and other projects.
• Perform other related duties as assigned.

Skills

Attention to detail

Organization

Communication

Multi-tasking

Education

Bachelor’s degree

Tools

QuickBooks Enterprise

Salesforce

Microsoft Excel

Outlook

Job description

Our Company

At IDI, we deliver innovative identity intelligence solutions. Our proprietary technologies and advanced analytical capabilities empower organizations to operate with confidence, providing real-time identification and location of individuals, businesses, assets, and their interrelationships. These solutions are used for purposes including identity verification, risk mitigation, due diligence, fraud detection and prevention, regulatory compliance, and customer acquisition. Our cloud-native, AI-embedded identity intelligence platform, CORE™, caters to organizations of all sizes, transforming data into intelligence for frictionless commerce, safety, and reduced fraud.

Our Company

At IDI, we deliver innovative identity intelligence solutions. Our proprietary technologies and advanced analytical capabilities empower organizations to operate with confidence, providing real-time identification and location of individuals, businesses, assets, and their interrelationships. These solutions are used for purposes including identity verification, risk mitigation, due diligence, fraud detection and prevention, regulatory compliance, and customer acquisition. Our cloud-native, AI-embedded identity intelligence platform, CORE™, caters to organizations of all sizes, transforming data into intelligence for frictionless commerce, safety, and reduced fraud.

The Role

IDI is seeking a bright, highly motivated individual with an analytical mind for our Sales Support Team that can handle a variety of attention to detail required tasks in a fast-paced high-volume environment. Our Sales Support/Billing Specialists support the entire Sales Team through CRM administration and management, lead qualification, reporting, billing, A/R and drive automation projects to further streamline the departments operational efficiency and improve the functions control environment.

What You Will Do

• Serve as the front end, main point of contact for the Sales Team and liaison between the Sales Team and other internal departments


• Work directly with the Sales Team on a daily basis to fulfill their requests, which may include processing applications, assisting customers, process contracts, etc.


• Manage the monthly invoicing and accounts receivable process, which may include manual data entry, reviewing and assessing late fees or credits due, manual billing adjustments and invoice distribution


• Work directly with customers on a daily basis, which may include processing customer payments via credit card or ACH, updating billing contact information, invoice explanations, and collection calls on past due balances


• Work collaboratively with the Operations Team, management, and other departments to ensure superior customer service


• Coordinate with Sales and Client Support Teams to ensure timely and accurate billing


• Assist with applying customer cash receipts and researching reconciliation items and unapplied cash on a regular basis


• Research internal and external questions regarding billing, invoicing, payments, and account balances as well as investigate and resolve customer invoice disputes


• Participate in billing set up and implementation for new accounts that require electronic and/or custom billing


• Maintain accurate, up to date, properly stored account / implementation notes and records pertaining to customer billing


• Perform weekly metric reporting, ad-hoc reporting, and other special projects as needed


• Perform other related duties as assigned

What You Bring

• 2-3 years of related work experience preferred


• Must have strong organization, communication, and multi-tasking skills with an ability to prioritize tasks and work well in a fast-paced environment


• Invoicing and receivables proficiency with computerized accounting systems


• Ability to handle a high volume of workload with extremely strong attention to detail


• MS Excel experience with ability to develop and analyze reports along with knowledge of v-look up, queries, functions, and reports


• MS products (Word, Outlook, etc.)


• Experience with QuickBooks Enterprise


• Experience with Salesforce preferred


• Bachelor’s degree preferred

What We Offer

IDI offers excellent benefits including opportunity for a 401K and generous company match, flexible PTO policy, medical, dental and vision coverage, commuter benefits, in-office healthy snacks, team events and more.

IDI is proud to be an equal opportunity employer

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