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Finance Associate

| Greater Boston Area

As a Finance Associate your role is to provide assistance to the Finance, Sales, Customer Success and Customer Support teams in the completion of customer invoicing, receivables collection and the daily revenue account reconciliation process. This role requires the ability to resolve questions on the fly and the ability to juggle through different scenarios. Your customers are both internal and external. You will work independently and be ready to keep up with rapidly changing processes. We are looking for a quick learner who is capable of grasping and retaining information in a high volume transactional environment.

What you’ll be doing on the finance team at Drift:

  • Manage customer orders, invoicing and billing schedules
  • Communicate with customers regarding orders, cancellation requests and other general inquiries
  • Own receivables collection and the cash application to NetSuite
  • Collaborate with the Sales, Customer Success and Customer Support teams to manage questions and provide guidance on the structuring of new sales orders
  • Assist sales and legal with new vendor forms
  • Lead the daily reconciliation and recording of revenue transactions to Salesforce
  • Partner with the accounting and operations teams to compile revenue and other key metrics data
  • Report on the results of your work weekly including DSO, collection rates and time to process orders
  • Support larger project initiatives

About you and what type of things you’ll need:

  • You are a self-starter with a voracious appetite to learn and grow
  • You are skilled at explaining technical problems succinctly and clearly
  • You are methodical in your routine and pride yourself in the accuracy of your work
  • You are well spoken and your written and verbal communication is clear
  • You can adapt to rapidly-changing environments and work with cross-functional teams
  • A Bachelor's degree, preferably with a concentration in business management
  • 2-5 years of experience working in Order Management or Revenue Operations

Bonus

  • Experience with Salesforce, NetSuite and/or Recurly
  • You’ve worked in a Software or SaaS in previous roles


About Drift

Drift is the world’s first and only conversational marketing and sales platform. More than 100,000 businesses use Drift to provide a modern buying experience for potential customers, generate more qualified leads, and dramatically accelerate the sales cycle.

At Drift, team members:

  • Have complete ownership and accountability over their role and functional area
  • Have complete transparency into the rest of the company (and are expected to show their work and do the same)
  • Have a sense of urgency. We are building a once in a lifetime company at Drift, so we move fast every single day
Read Full Job Description

Location

Right in the heart of Back Bay 🙏

An Insider's view of Drift

What are some social events your company does?

We've been to Nashville, Austin, and Killington for our yearly company retreat! Where to next?!

Drift

Team

How do you collaborate with other teams in the company?

I feel really lucky because I get to work with the Sales, Customer Success, Product, and Ops team on a regular basis. We say "One team, one dream" un-ironically and are always willing to hop into anything that benefits the customer.

Sara

Conversational Marketing Specialist

What makes someone successful on your team?

Our leadership principles are the core of who we are and how we operate every day. Bringing these in to your actions, decisions, and how you deliver results is the surest way to be successful here. Walk the talk. Focus on the customer. Deliver results every single day.

Kari

Director of Learning and Development

What is your vision for the company?

Today, all of our lives run in real-time. As a result, our expectations for how we communicate with businesses have changed: we expect answers in real-time too. Customers have all of the power today, and that’s why we put a premium on how we’re treated. Businesses need to adapt to this shift in order to thrive today, and that’s what we focus on.

David

CEO, Co-Founder

What’s the vibe like in the office?

High-energy! From sales, to marketing, to customer success and beyond everyone rallies around one common goal which is putting the customer first. End of month is always exciting for this reason.

Amanda

Customer Success Manager

What are Drift Perks + Benefits

Retirement & Stock Options Benefits
401(K)
401(K) Matching
Vacation & Time Off Benefits
Sabbatical
After working at Drift for three years, all Drift employees are eligible for a month-long sabbatical.
Paid Holidays
Perks & Discounts
Beer on Tap
Casual Dress
Company Outings
Free Daily Meals
Stocked Kitchen
Happy Hours
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