Finance Associate

| Greater Boston Area | Hybrid
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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
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Technology we use

  • Engineering
  • Product
    • JavaLanguages
    • JavascriptLanguages
    • PythonLanguages
    • SqlLanguages
    • DjangoFrameworks
    • Node.jsFrameworks
    • MySQLDatabases
    • PostgreSQLDatabases
    • RedisDatabases
    • SketchDesign
    • ConfluenceManagement
    • JIRAManagement

Location

Our Boston Conversation Space is right in the heart of the Back Bay - this is a place where Drifters can gather and work, connect, eat, teach, learn.

An Insider's view of Drift

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.

Brit

Director of Learning and Development

What are Drift Perks + Benefits

Drift Benefits Overview

At Drift, we value and are committed to each and every employee. Our goal is to provide an enriching environment where employees are engaged and are proud to be part of the Drift family. We continue to promote a culture of health and wellness, establishing a work environment that promotes a healthy lifestyle, decreases the risk of illness, and enhances your quality of life.

In addition to premium health, dental, and vision plans, we also offer generous PTO, parental leave, 401K matching, wellness perks and discounts, snacks and coffee every day, the Drift book club (one free book of your choosing a month!), a subscription to Headspace, and valuable discussions and trainings through our Employee Resource Groups.

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Employee resource groups
Quarterly engagement surveys
Hybrid work model
Employee awards
Flexible work schedule
Remote work program
Diversity
Documented equal pay policy
Dedicated diversity and inclusion staff
Highly diverse management team
Mandated unconscious bias training
Diversity manifesto
Mean gender pay gap below 10%
Diversity employee resource groups
At Drift we have eight different Employee Resource Groups for people of similar backgrounds or interests to promote inclusion.
Hiring practices that promote diversity
We have a recruiter devoted to diversity sourcing to help us reach our diversity related hiring goals.
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Team workouts
Every other week Inner City Weightlifting comes to the office to teach a fitness class to Drift employees.
Mental health benefits
We offer all employees a free subscription to the Headspace meditation app, employee-led yoga and meditation breaks, and have an Employee Resource Group that focuses on mental well-being
Financial & Retirement
401(K)
401(K) matching
Performance bonus
Charitable contribution matching
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Return-to-work program post parental leave
Company sponsored family events
Vacation & Time Off Benefits
Unlimited vacation policy
Generous PTO
We have unlimited vacation time, which includes sick days, paid holidays, etc.
Paid volunteer time
Sabbatical
After working at Drift for three years, all Drift employees are eligible for a month-long sabbatical.
Paid holidays
Paid sick days
Flexible time off
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Our Conversation Spaces are all fully stocked with snacks and drinks for the employees who decide to utilize the spaces.
Some meals provided
Company-sponsored happy hours
Recreational clubs
Fitness stipend
Home-office stipend for remote employees
We offer a home office stipend to all employees, as well as a $100 credit each month towards internet, office supplies, etc.
Mother's room
Professional Development Benefits
Job training & conferences
Lunch and learns
Promote from within
Mentorship program
Continuing education available during work hours
Customized development tracks
Personal development training

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