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Protocol Intelligence
Data-driven signals on your job's competitivenessMid-level generalist operations role with 5+ years at a known fintech, moderate applicant density.
Order management, ERP/CRM and billing skills are broadly transferable across industries.
Explicit 5+ years and accounting degree create moderate filtering for candidates.
Job Description
Structured overview of role & requirementsAbout This Role
Ensure accurate review and setup of customer contracts in systems of record (CRM, ERP, billing platform).
Execute accounting control points around invoicing, including reconciliation of orders, revenue, and billing with various references.
Support month-end and quarter-end close activities, resolve order discrepancies, maintain SOPs, and contribute to system improvements and reporting.
Minimum Requirements
Bachelor’s or Associate’s degree in Accounting.
5+ years of relevant experience in Order Management and Billing.
Proficiency in Microsoft Excel.
Work Experience Required: 5+ years in order management and billing. Notice period: Not explicitly mentioned in the JD.
Ideal Candidate Profile
Experienced working in fast-paced, public company internal control environments with strong data accuracy focus across CRM, billing, and ERP systems.
Capable of coordinating cross-functional teams (Sales, billing, operations) to resolve discrepancies and ensure timely processing.
Familiarity with Microsoft D365 ERP and Salesforce CRM is advantageous for effective system management and process improvement.