Sales Operations Specialist

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.

Accounting & Financial Operations

• Own Quick Books 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

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

• 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 Connect Wise or Hub Spot

Within 6-12 months, you will:

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

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