Key Responsibilities:

• Oversee clean booking / deal closure, ensuring alignment and consistency between contract briefs and data across cross-functional systems (Salesforce and Connectwise PSA)
• Create and manage client contracts and projects in our billing system, including auditing and adjusting existing contracts
• Coordinate with internal stakeholders (including C-Level executives) to clarify and gather missing information or resolve ambiguous information for new contracts and projects
• Track financial milestones in contracts, such as COLA, and service consumption / true-ups
• Ensure accuracy and timeliness of information to the Billing Department for customer invoicing
• Deploy managed software licensing based on client and internal orders
• Engage with managed software licensing vendors to resolve disputes and clarify contract specifications
• Support monthly, quarterly, and fiscal year-end close processes, ensuring accuracy in reporting and timely completion of tasks
• Deliver enablement and training on order-to-cash and clean booking best practices
• Ensure compliance with federal, state, and international regulations, especially ITAR (International Traffic in Arms Regulations) and EAR (Export Administration Regulations)
• Assist the IT Purchasing and Logistics Specialist, when necessary, with efficient and accurate processing of equipment and related software / licensing renewal orders
• Advise on enhancements to existing processes as business scales
• Additional requirements as the job function matures

Preferred Skills and Qualifications:

• Bachelor’s degree in Accounting, Business Administration, Finance, or a related field
• 2+ years of experience in a finance, purchasing, procurement, operations, or related role
• Knowledge of IT and Cybersecurity services preferred
• Proficiency in using CRM and PSA systems (e.g., Salesforce, ConnectWise)
• Proven experience in processing complex service contracts in a fast-paced environment
• Strong understanding of sales processes, pricing strategies, and contract management
• Excellent analytical, problem-solving, and project management skills
• Experience working with cross-functional teams including Sales, Finance, and Services
• Detail-oriented with a strong focus on accuracy and compliance
• Exceptional communication and interpersonal skills
• Ability to drive process improvements and adapt to changing business needs