Financial Data Entry Specialist

Work Hours: Monday to Friday, 8:45 AM to 5:15 PM EST
Pay Range: $1500 - $2000/mo (varies based on skill set and experience level)
Search Location: South Africa, Philippines, or Latin America
Work Location: REMOTE

About the Company

Our client is an established, privately held U.S. HR-tech/SaaS company that sells B2B employee performance-management software. They serve HR teams and organizational leaders, helping companies manage reviews, goals, feedback, engagement, and employee development on a single platform.

Role Overview

We are seeking a diligent and detail-oriented Financial Data Entry Specialist to join our team. In this operational role, you will be responsible for the accurate intake, validation, and maintenance of sales and financial records. You will serve as a vital partner to our Sales, Finance, and Customer Support departments, ensuring seamless data integrity within Salesforce and QuickBooks Online. The ideal candidate will take ownership of record accuracy, follow established quality-control workflows, and communicate proactively to resolve discrepancies, directly contributing to the company's operational efficiency and business insights.

Duties and Responsibilities

Sales Data Entry: Accurately and promptly enter signed deals, customer transactions, orders, invoices, and payment information into Salesforce, QuickBooks Online, and other company systems.
Data Validation & Quality Control: Review deal and transaction details for accuracy, completeness, and consistency with source documentation, identifying and resolving discrepancies as needed.
Data Maintenance: Maintain accurate and up-to-date customer, account, pricing, product, and sales records across company systems.
Process Compliance: Follow established workflows, checklists, and quality-control procedures to ensure consistent and accurate processing of all records.
Cross-Functional Collaboration: Work closely with Sales, Finance, Customer Support, and other internal teams to resolve discrepancies and ensure accurate information flows between departments.
Proactive Communication: Raise questions promptly when instructions are unclear, information is incomplete, or issues arise that may affect processing or accuracy.
Confidentiality & Compliance: Handle sensitive customer, sales, and financial information with discretion and in accordance with company privacy and data-handling policies.
Operational Support: Assist with reconciliations and other administrative or operational tasks as required.
Attention to Detail: Maintain a consistently high level of accuracy and attention to detail across all data entry, record updates, and operational tasks.

Minimum Qualifications

2–3+ years of experience in financial data entry, accounting, bookkeeping, or operations
Strong proficiency in Microsoft Excel
Familiarity with Salesforce, QuickBooks Online, or similar systems
Excellent attention to detail and accuracy
Strong organizational, communication, and time-management skills
Ability to work independently in a remote environment and collaborate with internal teams
Proactive, reliable, and comfortable asking questions when needed
Able to learn quickly, take direction, and follow through on tasks

Preferred Qualifications

Experience in finance, accounting, sales operations, or administration
Familiarity with contract processing, deal administration, or order management

Financial Data Entry Specialist - 20809