Sales Operations Specialist

About the Company

Davis Technology Management is a successful technology company in the IT staffing, Technology Consulting and IT Managed Services sector. We support restaurants, healthcare, and corporate clients across the U.S. and are entering a major growth phase.

Responsibilities

• Own QuickBooks Online, bank and credit card reconciliations, and support month-end close
• Track revenue, COGS, margins, and support AP/AR
• Ensure accurate and timely invoicing and track subscription/recurring billing
• Manage vendors and distributors (Dell, Lenovo, Pax8, TD Synnex, etc.)
• Create and track purchase orders, shipments, and backorders
• Maintain inventory accuracy and track equipment cost and margins
• Improve operational workflows

Requirements

• 5+ years of accounting, bookkeeping, or operations experience
• Strong QuickBooks Online experience
• Proficiency in AP/AR and reconciliations
• Experience with vendor management and purchase orders
• Strong Excel or Google Sheets skills
• Highly detail oriented

Preferred Qualifications

• Experience in MSP, VAR, IT Services, AV, Construction, or Professional Services
• Understanding of Microsoft licensing and SaaS software agreements
• Procurement or purchasing operations experience
• Subscription or recurring billing experience
• Experience with CRM tools such as ConnectWise or HubSpot