• Billing & Order Management
  • Manage recurring and one-time billing in alignment with contract terms and internal policies.
  • Review closed sales orders for completeness and accuracy, including customer details, products, pricing, quantities, billing and payment terms, and required supporting information.
  • Generate and distribute accurate customer invoices and maintain current customer and billing data in Salesforce CRM and Sage ERP.
  • Collaborate with Sales and other stakeholders to resolve incomplete or inaccurate order information and support timely billing and revenue processing.
  • Investigate and resolve billing discrepancies; provide supporting documentation or clarification to assist collection efforts as needed.
  • Perform open-order reviews as part of the month-end close process and communicate status and outstanding items to the appropriate teams.
  • Support periodic reviews of billing schedules and revenue-related data to ensure completeness, accuracy, and audit readiness.
• Sales Commissions
  • Own the monthly sales commission calculation process in accordance with approved compensation plans for commission-based teams.
  • Compile, validate, and reconcile sales, billing, and customer data used in commission calculations; investigate and resolve exceptions before payout.
  • Coordinate with Finance and leadership to validate commission results, resolve questions, and provide timely and transparent reporting.
  • Maintain commission calculation models and supporting documentation and assist with analysis of proposed compensation plan changes.
• Pricing & FP&A Support
  • Support monthly and ad hoc customer price increase initiatives, including modeling financial impact by customer, product, or revenue category and validating approved changes.
  • Prepare recurring and ad hoc analysis of billing, revenue, customer, and pricing trends, including variance and exception analysis.
  • Assist FP&A with defined forecast and budget inputs, supporting schedules, recurring reporting, and other analytical requests.
  • Build and reconcile datasets used by Finance leadership to support decision-making and identify trends or data inconsistencies.
• Systems, Data & Process Improvement
  • Develop and maintain models in both Excel and in the FP&A system, reconciliations, and reporting tools that improve the accuracy and efficiency of recurring Finance processes.
  • Identify and recommend improvements to Salesforce CPQ, billing workflows, and related Finance processes; partner with internal teams on implementation and validation.
  • Perform data validation across Salesforce, Sage, and other financial systems and investigate the root cause of discrepancies.
  • Maintain and update billing, commission, and analytical procedures and documentation to support consistency, training, and audit readiness.
  • Perform other duties as needed to help drive our vision, fulfill our mission, and abide by our values.
• Supervisory Responsibilities
  • None

• Required Skills/Abilities:
  • Strong analytical and problem-solving skills with exceptional attention to detail and accuracy.
  • Advanced Excel skills, including pivot tables, XLOOKUP or similar lookup functions, SUMIFS, advanced formulas, data reconciliation, and manipulation of large datasets.
  • Ability to manage recurring monthly processes, multiple priorities, and deadlines independently in a dynamic environment.
  • Strong communication and interpersonal skills with the ability to build trusted partnerships across Finance, Sales, Customer Success, and other teams.
  • Ability to identify data inconsistencies, investigate root causes, and clearly explain findings and recommended next steps.
  • Experience working with CRM and ERP systems; Salesforce CRM and Sage 300 experience preferred.
  • Working knowledge of billing, order-to-cash, recurring revenue processes, and the relevance of GAAP to billing and revenue activities.
• Preferred Skills
  • Prior experience in a SaaS, software, or recurring-revenue business.
  • Experience calculating sales commissions or supporting incentive compensation processes.
  • Experience with pricing analysis, financial analysis, or FP&A support.
  • Familiarity with Salesforce CPQ, Power Query, Power BI, Planful, or similar reporting and planning tools.
• Experience
  • Bachelor's degree in Accounting, Finance, Business Administration, or a related field, or equivalent relevant experience.
  • Three to five years of experience in billing, financial analysis, finance operations, accounting, sales operations, order-to-cash, or a related analytical role.
• Physical Requirements
  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to lift up to 15 pounds at times.

Autosoft provides equal employment opportunities (EEO) to all employees and applicants for employment with regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.

Autosoft hires the best qualified candidate for the job, without regard to protected characteristics.

Note: The statements herein are intended to describe the general nature and levels of work performed by employees, but are not a complete list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer. If you think you are a strong fit for the role, apply and let’s have a conversation.

For California applicants: https://autosoftdms.com/notice-to-ca-employees-applicants/