Sales Administration and IT Support for Accounting

Shift Technology · Other US Location

Company

Shift Technology

Location

Other US Location

Type

Full Time

Job Description

The future of insurance starts with AI. To date, Shift Technology's AI-powered products have benefitted more than 300 million policyholders globally by reducing underwriting risk, identifying more fraud, and automating critical tasks throughout the claims process.  Shift harnesses the power of AI to enable the world’s leading insurance organizations to make better decisions. Our products help insurers improve operational efficiency, reduce costs, and deliver superior customer experiences to their policyholders.  Our culture is built on innovation, trust, and a drive to transform the insurance industry by imagining and innovating solutions that impact insurers and their customers - like you! We come from more than 50 different countries and cultures and together we are creating the future of insurance.

We are seeking a motivated and detail-oriented individual for Sales Administration and IT Support for Accounting Tools.

Collaborative Accounting Operations
Work closely with the Accounting Manager and Accountant to support sales administration and accounting processes. This role involves applying company accounting procedures and ensuring the accuracy of financial elements. You'll assist in monthly closings, meet mandatory deadlines, and coordinate with subsidiaries and local accountants.

What You'll Do

Sales Administration

  • Process and manage sales orders from receipt to delivery.
  • Maintain customer records and update sales data in the CRM system.
  • Prepare sales reports, forecasts, and performance metrics.
  • Coordinate with the sales team and follow up on inquiries and leads.
  • Assist in preparing sales presentations, proposals, and contracts.
  • Handle customer inquiries and ensure exceptional customer service.
  • Follow up on cash collection and manage accounting documents.
  • Track weekly cash flow and perform monthly bank reconciliations.
  • Manage monthly, half-yearly, and annual provisions (cut-off).
  • Maintain and update paperwork and master files.

IT Support for Accounting Tools

  • Provide technical support for accounting software and tools.
  • Troubleshoot and resolve software issues.
  • Assist in the installation, configuration, and maintenance of accounting software.
  • Conduct training sessions on accounting tools and best practices.
  • Collaborate with IT and finance teams for software updates.
  • Ensure data security and compliance with company policies.

Additional Responsibilities

  • Assist team members as needed.
  • Process requests for information from customers and internal departments.
  • Track mail and documentation.

What You Bring

  • Excellent problem-solving and attention to detail.
  • Strong organizational and multitasking abilities.
  • Effective communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Familiarity with data analysis and reporting tools.
  • Knowledge of basic accounting principles.
  • Team spirit and flexibility

Additional requirements:

  • Bachelor’s degree in business administration, Information Technology, Accounting, or a related field.
  • Experience in sales administration and/or IT support roles, preferably in a similar industry.
  • Proficiency in NetSuite, Coupa, Salesforce, Excel, and Word.
  • Languages: English: Mandatory French: Bonus

Recruitment Process

  • Talent Acquisition interview
  • Accounting Manager interview
  • Hiring Manager interview


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To support our permanent, full time employees at every stage of their careers and lives, we provide a competitive total rewards and benefits package. Here are the global benefits we’d like to highlight:

  • Flexible remote and hybrid working options
  • Competitive Salary and a variable component tied to personal and company performance
  • Company equity
  • Focus Fridays, a half-day each month to focus on learning and personal growth
  • Generous PTO and paid holidays
  • Mental health benefits 
  • 2 MAD Days per year (Make A Difference Days for paid volunteering)

Additional benefits may be offered by country - ask your recruiter for more information. Intern and Apprentice position are eligible for some of these benefits - ask your recruiter for more details.

At Shift we strive to be a diverse and inclusive workforce. We welcome applications from and hire people who will contribute to the diversity of our company, without regard to race, color, religion, marital status, age, national or ethnic origin, physical or mental disability, medical condition, pregnancy, genetic information, gender identity or expression, sexual orientation, or other non-merit criteria.

Shift Technology is committed to providing reasonable accommodations for qualified individuals with disabilities in our application and employment process. Should you require accommodation, please email [email protected] and we will work with you to meet your accessibility needs.

Please be aware of scammers and only trust correspondence that comes from emails ending in shift-technology.com

Shift Technology does not accept unsolicited CVs from recruiters or employment agencies in response to the Shift Technology Careers page or a Shift Technology social media post. Any unsolicited CVs, including those submitted directly to hiring managers, are deemed to be the property of Shift Technology.

Apply Now

Date Posted

08/23/2024

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