Up With Paper, the original pop-up greeting card company in Mason, Ohio, seeks a Sales & Finance Coordinator to join our team. This position is an integral part of our sales/operations support team and will also interface with the finance team. You will work with our Key Account, Customer Service, Finance, and Operations Teams on day-to-day responsibilities, assisting the team with critical functions that support the growth of the business.
In this role, you will play a pivotal role in managing and organizing client and sales information to enable speedy invoicing, issuance of seasonal credits, and other account management tasks. You will not only work with internal teams across the organization, but you will work with small business owners up to larger chain buyers in various types of businesses, from specialty boutiques, grocery, bookstores, garden and floral shops, hospital gift shops, and hardware stores, to name a few. We are looking for someone who is highly organized, comfortable putting processes in place where there are none, has a positive attitude and a desire to learn our fun industry. This is an excellent opportunity to be part of a streamlined sales and operations team that is driving new growth.
- Maintain customer information sheets and exhibit a deep understanding of client differences.
- Organize and maintain client data sets into a matrix for internal use to maximize profitability in all decision making
- Examples include but not limited to customer routing and shipping guides, customer discounts, account numbers, credit and return information, program participation
- Process, track, dispute, document, and resolve chargebacks originating from clients
- Manage general miscellaneous fees per Client/Account.
- Manage processes around monthly statement of accounts, past due balances, and accounting errors
- Managing invoicing process to ensure products are charged properly upon shipment (closing batches and other EDI functions).
- Set up and maintain EDI processes with clients
- Process, track, and enter credits for all Key and Specialty Accounts after major holidays
- Assist in tracking and reporting on company profitability.
- Assist with Scanned Based Trading functions as needed.
- 3-5 Years experience in a finance/administrative role focused on processing invoices, returns, chargeback resolution
- EDI experience a plus
- Highly organized and comfortable with large sets of data
- Excellent communication skills.
- Experienced in sales order processing, analysis, and workflow
- Ability to multi-task and manage time efficiently
- Fluency with Microsoft Office and comfortable using Excel and Google Docs
- An innate ability to speak with people of all levels
- A proactive problem-solving approach
- Reliable and able to work 8 am – 5 pm Monday-Friday *This is not a remote position
- Positive and energetic attitude and an eagerness to learn our business and industry
Job Type: Full-time
Pay: $20.00 - $24.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Prescription drug insurance
- Vision insurance
Experience level:
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Work setting:
Application Question(s):
- What is your required starting pay for this position?
Experience:
- finance/administration: 3 years (Required)
Ability to Commute:
- Mason, OH 45040 (Required)
Ability to Relocate:
- Mason, OH 45040: Relocate before starting work (Required)
Work Location: In person