Daley And Associates, LLC · 3 days ago
Licensing & Invoicing Specialist - SaaS Company
Daley And Associates, LLC is a leading enterprise software company based in Boston, MA, seeking a Licensing & Invoicing Specialist. The role involves reviewing and processing software license orders, ensuring accurate invoicing, and collaborating with cross-functional teams to improve policies and procedures.
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Responsibilities
Review and process incoming orders for software trials, new license purchases, renewals, and professional services
Provide backup order review support to the EMEA region as needed
Execute order terms and specifications to ensure timely and accurate license fulfillment for customers, distributors, and resellers
Validate customer license entitlement terms and invoicing data within Salesforce
Facilitate license exchanges and returns
Troubleshoot order and fulfillment issues within SLAs, escalating as appropriate and managing through resolution
Identify and escalate potential contractual or compliance risks
Collaborate with Sales Operations and cross-functional teams to document, develop, and improve policies and procedures
Contribute to product packaging and fulfillment configuration from concept to back-end implementation
Post sales orders and send invoices to customers
Support management’s collection efforts for aged receivables and monitor accounts with collection risk
Resolve inquiries from the Accounts Receivable and Licensing helpdesk with internal and external stakeholders
Qualification
Required
2–3 years of experience in accounts receivable, order review, licensing fulfillment, or general accounting
Strong customer service orientation, professionalism, and communication skills
Excellent business judgment, critical thinking, and problem-solving abilities
Ability to work independently in a fast-paced environment while collaborating across teams and time zones
Experience using Salesforce CRM required; Sage Intacct a plus
Detail-oriented, proactive, and capable of multi-tasking and prioritizing effectively
Preferred
Experience in the enterprise software industry (SaaS or on-premise) preferred
Familiarity with basic contract terminology is a plus
Some post-secondary education preferred, or equivalent combination of education and experience
Company
Daley And Associates, LLC
Daley and Associates is a boutique executive search and contract staffing firm specializing in the placement of Accounting, Finance, Information Technology, Legal, Administrative and Life Sciences professionals.