COMPANY OVERVIEW
ThreatLocker® is a leader in endpoint protection technologies, providing enterprise-level cybersecurity tools to improve the security of servers and endpoints. The ThreatLocker® platform with Application Allowlisting, Ringfencing™, Storage Control, Elevation Control, Endpoint Network Control, Configuration Management, and Operational Alert solutions are leading the cybersecurity market toward a more secure approach of blocking the exploits of application vulnerabilities.
Position Summary
The Internal Audit Analyst is responsible for ensuring the accuracy, integrity, and compliance of sales, finance, and CRM data across the organization. This role conducts detailed audits of sales proposals, customer communications, CRM activity, and financial transactions to verify adherence to company standards, identify risks, and drive continuous process improvement.
This is an exciting opportunity to help establish and shape a newly formed Internal Audit function focused on Sales, Finance, and CRM operations. The successful candidate will play a key role in developing audit processes, improving operational controls, and implementing best practices that support the organization's continued growth.
Working closely with Sales, Finance, and Operations, the Internal Audit Analyst will identify trends, recommend corrective actions, and develop best practices that strengthen data quality, operational efficiency, and internal controls.
JOB SCOPE:
- Audit sales proposals for accuracy, completeness, pricing, approvals, and compliance with company standards.
- Review customer communications within the CRM to ensure they are professional, accurate, and properly documented.
- Audit CRM records to verify customer interactions, activities, and opportunities are recorded accurately and consistently.
- Review Credit Notes, Debit Notes, and other financial adjustments for accuracy, supporting documentation, and compliance with internal policies.
- Analyze sales, finance, and CRM data to identify discrepancies, trends, and opportunities for improvement.
- Prepare audit reports summarizing findings, risks, recommendations, and corrective actions.
- Partner with Sales, Finance, and Operations to improve workflows, data integrity, and operational processes.
- Develop, maintain, and enhance standard operating procedures (SOPs) and best practice documentation.
- Monitor compliance with established policies and recommend process improvements to reduce recurring audit findings.
- Support internal quality assurance, compliance, and continuous improvement initiatives.
QUALIFICATIONS:
- 3–5 years of experience in internal auditing, finance, sales operations, CRM administration, compliance, quality assurance, or a related analytical role.
- Experience working with CRM platforms such as Salesforce, HubSpot, Microsoft Dynamics, or similar systems.
- Strong analytical and problem-solving skills with exceptional attention to detail.
- Experience reviewing sales proposals, financial records, customer data, or operational processes.
- Ability to identify trends, investigate discrepancies, and recommend process improvements.
- Excellent written and verbal communication skills.
- Advanced proficiency in Microsoft Excel and Microsoft Office.
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Strong interpersonal skills with the ability to collaborate across Sales, Finance, and Operations.
Preferred Qualifications
- Experience conducting internal audits or operational audits.
- Experience with CRM governance, data quality, or sales operations.
- Knowledge of financial controls and business process documentation.
- Experience creating standard operating procedures (SOPs) and process documentation.
- Experience with reporting and business intelligence tools is a plus.
Success Measures
- Increased accuracy and compliance of sales proposals and financial records.
- Improved quality and consistency of CRM data.
- Timely completion of audit schedules and reporting.
- Reduction in recurring audit findings through process improvements.
- Well-maintained documentation and standardized business processes.
- Strong partnerships with Sales, Finance, and Operations that improve overall data integrity and operational excellence.
WORKING CONDITIONS:
The duties described below are representative of those encountered while performing the essential functions of this position. If necessary, reasonable accommodation may be requested and will be evaluated for its relationship to the essential functions that must be performed.
- Job will generally be performed in an office environment but may require travel to visit company offices and/or property locations.
- While performing duties of this job, would occasionally require to stand, walk, sit, reach with hands and arms, climb or balance, stoop or kneel, talk and hear, and use fingers and hands to feel objects and tools.
- Must occasionally lift and/or move up to 25 pounds.
- Specific vision abilities required include close vision, distance vision, depth perceptions, and the ability to adjust focus.
