Renewals & Invoicing Specialist

Overview

Manage Salesforce orders, renewals, invoicing, and financial reporting.

Key Responsibilities

• reporting
• salesforce
• order management
• invoice management
• process improvement
• credit notes

Tasks

-Ensure all reporting is accurate and timely, and in line with company policies and best practices. Renewals & Other activities as required from time to time. -Communicate updates to stakeholder on order processing, support issues and invoice updates. -Work closely with Management Team, Accounting, Tax, Support & legal teams. Ensure regular & timely updates to the group. -Manage customers' orders, entry into salesforce, renewals and issue invoices to customer, send License Files to customer in a timely manner. -Create and manage credit notes and align with internal systems. -Develop and improve processes across internal systems. -Support stakeholders with enquiries, escalating issues and resolving challenges internally. -Oversee salesforce process, hygiene and support the sales team with entering renewal orders. -Oversee finance functions including raising quote, Invoice management and data quality management.

Requirements

• salesforce
• netsuite
• zuora
• accounting
• leadership
• critical thinking

What You Bring

-Strong critical thinking skills, basic accounting principles knowledge, documentation skills, research and resolution skills, data analysis and multi-tasking skills. -Working knowledge of Salesforce, NetSuite & Zuora -Thorough knowledge of accounting concepts, systems, and procedures. -Understanding of technology-based organizations advantageous, ideally SaaS. -Attention to detail -Strong leadership skills -Must have 4+ years of experience in order entry within Salesforce. -Analytical and problem-solving skills -Experience producing detailed reporting for senior management. -Ability to manage multiple tasks and priorities -Ability to work effectively in a fast-paced environment -Excellent communication and interpersonal skills. -Ability to work independently and as part of a team.

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About Ideagen

-Headquartered in Nottingham, with offices across the UK, US, Australia, India, Malaysia, UAE and Europe. -Crafts information‑management and GRC solutions—like Q‑Pulse, Coruson and Pentana—that streamline compliance and risk workflows. -Notable projects include deploying audit & risk platforms across major airlines, pharmaceutical firms and defence contractors. -Specialises in highly regulated sectors—aviation, financial services, life sciences, healthcare, manufacturing and defence. -Owned by HgCapital since mid‑2022, combining PE backing with a track record of annual revenue and profit growth.

Sector Specialisms