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Sales Ledger Administrator

4 months ago

Blackpool, United Kingdom Optimised Full time

**Role title**:Sales Ledger Administrator

**Office location**: Blackpool or Ashby

**About the role**

As Sales Ledger Administrator within Optimised, you will be part of the Finance team and are responsible for providing quality service and support throughout the entire sales ledger process.

The purpose of the Sales Ledger role is to maintain the sales ledger function, including the robust management of all aspects of credit control. You will be working both alone and as part of a team with efficiency and commitment.

You will work closely with multiple stakeholders across the business, as well as supporting external clients in their queries relating to invoices, debt collection, credit checks, payment allocations and general sales ledger queries.

**What is it like to work with us**:
We strongly believe that our success depends on its culture and recognise that it’s our people who are our greatest asset. We ensure our employees have the opportunity to work in a unique environment that is fun and down-to-earth, while having the support to perform to the best of their ability. We make sure we celebrate our milestones and regularly collaborate. On top of any localised events, we ensure our entire company can come together; to celebrate at our annual conference and after party.

**What you’ll actually do**
- Ensure invoices are accurate and address any discrepancies and input on to Xero / Kimble
- Carry out credit checks for customers and set payment terms / credit limits as appropriate.
- Respond to client queries in a professional and time sensitive manner
- Account Reconciliations for multi-site, multi entity clients; to ensure credit notes, statements and payments are allocated correctly
- Robust chasing of all debt and the highlighting of any debtor issues.
- Support Account Managers and regularly communicating with Delivery teams to resolve queries
- Raise and post credit notes
- Check sales orders are entered correctly. This involves System, contracts and PO 3-way matching
- Work with delivery teams to ensure invoices are raised, in a timely manner.
- Address client queries and ensure PO’s are received and allocated on our systems
- Mentor new and less experienced team members.
- Keep skills up to date with skills and developments in the role/expertise.
- Provide a contribution to continuous collaboration and innovation.

**What you’ll need**
- AAT level 2 or higher
- 2+ years of Sales Ledger experience
- A high level of competence with Microsoft Office - with an excel focus (SUMS, VLOOKUP)
- A willingness to travel between our Blackpool and Ashby offices on a semi regular basis
- Confidence to challenge and escalate concerns when needed

**About you**
- Methodical with a keen eye for detail
- Proactive attitude that brings drive, energy and passion to the role
- Flexible, positive and committed team member, who works to high standards
- Promotes a culture of inclusivity
- Self-motivated and able to operate with a high degree of autonomy or part of a team
- Passionate about social or environmental issues with a mission-driven mindset

**About us**

Optimised deliver quantifiable business outcomes to commercial businesses through a comprehensive suite of energy, renewables and sustainability services and technologies while driving a net zero carbon agenda.

With a combined team of highly trained professionals, Optimised operates from six office locations including Ashby, Blackpool, Bristol, Dumfries, Gloucester, and Sittingbourne; providing national coverage. As a team, we’re easy going and take great pride in our work. From sales and marketing to engineering, we’re all striving to support sustainability.

Optimised is a certified B Corp, which means it has met rigorous standards of social and environmental performance, accountability, and transparency and we strive to run a professional, inclusive and transparent environment with like-minded people.

**What we offer**
- Company laptop
- EV car scheme
- Cycle to work scheme
- Annual Railcard
- Private Medical Insurance
- Life Insurance & Employee Assistance Helpline and Online GP Service
- Personal Pension Scheme (Up to 5% Matched)
- A dedicated annual professional development allowance
- 25 days annual leave increasing to 28 with length of service (+ bank holidays)
- Option to buy / sell up to 3 days annual leave
- Enhanced Family Leave
- 1 day to volunteer for a charity of your choice
- Bereavement Leave
- Hybrid Working
- Free annual Flu Jab & Eye Test
- Up to one professional membership fee per year
- Recommend a Friend Scheme

**Interested?**
- We offer, and value, flexible working and we are also proud to be committed to mental health awareness and to actively support the wellbeing of our team._
- If there are any adjustments required to help you bring your best self to an interview with us please let us know._

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00-£30,000.00 per year

**Benefits**:

- Additional leave
- Casu