Client Account Administrator
Wilmington plc
6h ago

Why do we want you?

You are an experienced Administrator and Salesforce user. You have a great telephone manner and an understanding of invoicing accounts.

A bit about us.

Wilmington plc is a company with a difference. Over the years we’ve grown by acquisition and as such we have many unique businesses in our portfolio.

Mercia Group is one of them!

Mercia Group is one of the leading providers of training and support services to the UK accountancy profession, working with over 8000 firms nationwide.

Main Purpose of Role

You’ll be working closely with our Training, Support and in-house accounts teams to invoice £15m per year. We have invoice values of all sizes as we work with single individuals all the way to some of the big four.

Mercia is currently transitioning legacy back office system on Salesforce and require an experienced Salesforce user with a good understanding of the invoicing process.

Key Responsibilities Include

  • Review newly created opportunities to ensure accuracy
  • Maintain Account and Contact records between two systems
  • Closed Won all opportunities
  • Review invoices, post to ledger and send to clients (using Financial Force)
  • Process credit notes
  • Review reconciliation document from legacy system against Salesforce
  • Skills and Experience Required

    We always support colleagues to develop their skills but to be successful in this job you really do need to already be able to tick most of these boxes...

    We know it’s not a skill, but the successful candidate must have permission to work in the role’s location by the start of their employment.

  • You will also need;
  • working experience using Salesforce (essential)
  • previous administration experience
  • professional telephone manner
  • ability to work under pressure
  • attention to detail and be well organised
  • ability to multi-task
  • ability to deal courteously and efficiently with a wide range of people
  • an excellent working knowledge of Word, Outlook and Excel
  • Apply
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