Sales Operations Specialist

Job description

**ABOUT US** Davis Technology Management is a successful technology company in the IT staffing, Technology Consulting and IT Managed Services sector. Our focus is crafting technical and staffing solutions that empower businesses and foster growth. Our foundation is built on a commitment to our Core Values, and a team dedicated to bridging the gap between innovative IT solutions and businesses seeking to navigate the complexities of the digital age. At the heart of everything we do, we’re dedicated to exceeding expectations and creating **RAVING FANS** both within our internal team and amongst our clients. Davis Technology Management is a fast-growing technology services company providing: • Managed IT Services • Audio/Visual & Low Voltage Solutions • Technology Staffing & Consulting • Technology Product Development We support restaurants, healthcare, and corporate clients across the U.S. and are entering a major growth phase. We are building the operational and financial backbone to scale and this role is critical to that mission. ## The Opportunity We are hiring an **Accounting & Operations Specialist** to own the day-to-day financial and purchasing operations of the business. This role sits at the intersection of: • Accounting • Purchasing & Procurement • Billing & Revenue Operations • Inventory & Project Margin Tracking This is not just bookkeeping. This is the operational engine that powers the business. ## What You’ll Own **Accounting & Financial Operations** • Own QuickBooks Online • Bank and credit card reconciliations • Support month-end close • Track revenue, COGS, and margins • Support AP / AR **Billing & Revenue Workflow** • Ensure accurate and timely invoicing • Track subscription and recurring billing • Identify missed revenue or billing gaps **Purchasing & Procurement** • Manage vendors and distributors (Dell, Lenovo, Pax8, TD Synnex, etc.) • Create and track purchase orders • Track shipments and backorders **Inventory & Operational Workflow** • Maintain inventory accuracy • Track equipment cost and margins • Improve operational workflows ## Required Experience • 5+ years accounting, bookkeeping, or operations experience • Strong QuickBooks Online experience • AP / AR and reconciliations • Vendor and purchase order experience • Strong Excel or Google Sheets skills • Highly detail oriented ## Highly Preferred (Huge Plus) • MSP, VAR, IT Services, AV, Construction, or Professional Services experience • Understanding of Microsoft licensing, SaaS software agreements, and financial commitments tied to licensing contracts and renewals • Procurement or purchasing operations experience • Subscription or recurring billing experience • CRM tools such as ConnectWise or HubSpot ## What Success Looks Like Within 6-12 months, you will: • Fully own QuickBooks and financial operations • Improve billing accuracy and speed • Create reliable purchasing workflows • Provide visibility into margins and profitability • Reduce operational workload for leadership ## Why This Role Matters This role will help build the operational foundation of a rapidly growing technology company. You will have real ownership, real impact, and help shape how