• Understanding, documenting, training, and executing accounting and sales processes, updating and managing database records, agreements, and invoicing. • Create and send all invoices in Quickbooks in accordance with the documented process. • Proactively monitor customer subscriptions for accuracy and conformance to sales order management and revenue policies. • Serve as the first line of technical support for CPQ, escalating to Operations Manager or Salesforce Administrator when necessary. • Follow-up with clients when invoices exceed certain days outstanding and manage collections as a part of Mogli’s Accounts Receivable process and team. • Complete Partner Orders within Salesforce for new, renewing, changing, and churning clients. • Reporting on AR status to leadership on a weekly basis. • Perform data analysis for regular reporting to leadership on current sales trends using both Salesforce, Quicksbooks, and other data as available. • Complete weekly reconciliation of Salesforce invoices against Quickbooks invoices; and Salesforce license values against Salesforce CPQ ARR values. • Monitor the accuracy and efficient distribution of sales reports and other intelligence essential to the sales organization. Recommends revisions to existing reports, or assists in the development of new reporting tools as needed. • Manage Salesforce data for cleanliness and integrity; conduct data quality audits. Work closely with sales & operations management to optimize the effectiveness of our technology investments. • Assist with vendor setup - forms, ACH forms, third-party payers, vendor platform setup, etc. • Complete churn process, in collaboration with other teams, to end renewals, update partner order, and complete all other process steps. • Proactively identify opportunities for sales process improvement. • Completes special projects as assigned.