Position Summary
The Operations & Finance Coordinator is a key member of the Customer Service team responsible for managing customer accounts, order administration, billing support, and operational processes while serving as a liaison between Customer Service and Finance. The role requires a strong accounting foundation to ensure accuracy in customer transactions, invoicing, collections, ERP system management, and customer account maintenance.
The ideal candidate will possess a bachelor’s degree in accounting and several years of progressive accounting experience, along with strong customer service and organizational skills. This role is responsible for supporting customer accounts, order management, invoicing, collections, and operational processes while ensuring data integrity across business systems. The position also serves as a backup to the Accounts Payable/Accounts Receivable Specialist.
Key Responsibilities
Customer Accounts & Operations
- Support customer onboarding activities, including account setup, documentation collection, and maintenance of customer records.
- Process customer orders accurately and efficiently from order entry through fulfillment.
- Manage customer account information, ensuring records remain accurate and up to date.
- Respond to customer inquiries and coordinate with internal departments to resolve order, delivery, billing, and service-related issues.
- Maintain strong working relationships with customers through professional, responsive, and proactive communication.
- Develop a thorough understanding of company products, services, and business processes to effectively support customers and internal stakeholders.
- Serve as a key point of coordination between Customer Service, Sales, Operations, and Finance teams.
Billing, Collections & Financial Support
- Generate and distribute customer invoices and maintain accurate customer account records.
- Monitor accounts receivable aging and perform collection activities to support timely customer payments.
- Serve as backup for Accounts Payable and Accounts Receivable functions, ensuring continuity of operations during absences or peak workload periods.
- Maintain accurate financial transactions within Odoo ERP, including purchase orders, vendor bills, customer invoices, and account reconciliations.
- Assist with budgeting, forecasting, and financial analysis activities as requested.
- Support sales tax reporting, compliance requirements, and other accounting-related processes.
- Identify and escalate accounting or transactional discrepancies to the Finance team as needed.
Systems, Data & Process Improvement
- Maintain data accuracy and integrity within Odoo ERP and other business systems.
- Ensure proper documentation and record retention for customer, financial, and operational activities.
- Identify opportunities to improve workflows, increase efficiency, and strengthen business processes.
- Collaborate with sales, operations, marketing, and finance teams to support company objectives.
- Assist with special projects, reporting requests, and operational initiatives as assigned by leadership.
Pay: $64,000.00 - $68,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid sick time
- Vision insurance
Education:
Experience:
- Accounting: 4 years (Required)
Ability to Commute:
- Lodi, CA 95242 (Required)
Work Location: In person
