Finance Operations Specialist
Datacor
San Jose
About Us:
Datacor is the leading provider of software solutions, including ERP, CRM, Asset Tracking, Simulation and Formulation, to the process manufacturing space. We are on a mission to better equip the industry with software solutions and move it forward by building thoughtful, intuitive products that solve our customers’ most difficult problems.
We are passionate about serving our customers and helping them use data as a competitive advantage. Our customers make products that extend and sustain lives by sanitizing, fertilizing, beautifying, cleaning, and recycling the world we live in. We at Datacor help our customers make those products you use every day more safely, cost effectively and more efficiently through our technology platforms and applications.
The Role
This role partners with our global go-to-market teams to manage the full order-to-cash lifecycle - from contract preparation and order processing to license distribution, invoicing, recurring revenue renewals, and monthly service billing. It is an excellent entry point into a broader Finance Operations career, with opportunity to develop across the full Finance Operations function over time.
Responsibilities
GTM Support and Order Fulfilment
- Support the global sales team in preparing proposals and collecting signatures using our esignature platform
- Create, revise, and distribute license files to fulfil new orders, upgrades, and demo requests
- Manage licenses as needed to support sales and renewal activity.
- Gather and verify all relevant order data to ensure accurate processing of invoices and credits, maintaining records in line with internal retention requirements
- Coordinate with third-party software suppliers as required to fulfil new orders and software enhancement renewals
Recurring Revenue Renewals
- Invoice renewals as needed throughout the month, ensuring accurate pricing
- Update licenses to extend end dates
- Maintain accurate contract details in the back-office system
- Update and deliver license files as needed when contracts are renewed
Projects and Service Billing
- Create projects as needed with careful attention to order details, ensuring customer invoices for services performed are accurate
- Edit project structures as needed to ensure staff have access to projects and can record their time accurately
- Prepare and deliver monthly service invoices to customers
Reporting
- Generate and distribute recurring and ad hoc reports on revenue, renewals, billing, and order activity to support Finance and GTM leadership
Qualifications
- Bachelor's degree in a business-related field, or equivalent experience
- 2+ years of experience in order management, finance operations, or administrative support
- Working knowledge of Salesforce or experience with a CRM application
- Strong verbal and written communication skills
- Proficiency in Microsoft 365 (Excel, Word, Outlook); experience with ERP or billing systems is a plus
- Strong customer service orientation
- High attention to detail with a strong degree of accuracy in data entry, billing, and recordkeeping
Working Arrangements Occasional travel may be required for in-person team meetings, though these are infrequent and not guaranteed.
Please submit your resume in English.
EOE Statement:
Datacor is an Equal Opportunity Employer and does not discriminate on the basis or race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic.
Use of AI During Interviews:
At Datacor, we value thoughtful problem-solving and authentic perspectives. To ensure a fair and consistent evaluation process, we ask that candidates do not use generative AI tools or outside assistance during live interviews unless explicitly stated otherwise. We're interested in hearing your experience, your approach, and how you think through challenges.
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