B2B IQ is a trusted B2B data and intelligence solutions provider helping Global 1000 enterprises and their agencies fuel demand and growth. B2B IQ’s strategic buyer intelligence solutions help B2B marketers optimize conversions, buyer engagement, and revenue impact of their demand generation and ABM programs.

Key Responsibilities

Accounts Receivable & Collections

·  Prepare and issue customer invoices & credit memos according to established billing schedules.

·  Maintain accurate accounts receivable records and monitor outstanding balances.

·  Own routine collections, including proactive customer follow-up, documentation of collection activity, payment commitments, and escalation of aging or at-risk accounts.

·  Research and resolve payment discrepancies, short payments, unapplied payments, billing disputes, and documentation issues.

·  Apply and record customer payments accurately.

·  Provide regular reporting on AR aging, outstanding balances, collection activity, and expected payment dates.

·  Maintain professional and constructive customer relationships while appropriately pursuing timely payment.

 

Accounts Payable

 

·       Review and process vendor invoices and payment requests, confirming appropriate documentation and approvals.

·       Maintain accurate vendor records and schedule payments according to established terms and procedures.

·       Research and resolve vendor invoice and payment discrepancies.

·       Perform routine bank, credit card, and other account reconciliations.

·       Ensure transactions are properly documented and categorized and assist with month-end reconciliation and close activities.

·       Identify unusual or inconsistent transactions and escalate as appropriate.

 

Payroll, Expenses and Corporate Cards

·       Support regular payroll processing and review payroll information for accuracy and completeness.

·       Coordinate payroll changes including new hires, terminations, compensation changes, deductions, and other updates.

·       Prepare and verify employee commission statements prior to payroll processing.

·       Respond to routine payroll questions and coordinate with payroll providers and Finance/HR leadership as needed.

·       Administer employee expense reporting and corporate card processes.

·       Review expenses for appropriate documentation, approvals, and policy compliance and follow up on missing or outstanding items.

·       Reconcile company credit cards and escalate unusual or noncompliant expenses.

·       Assist Business owners with Expense report submissions

 

Hiring & HR Administration

·       Own and maintain the Monday.com hiring board from approved vacancy through onboarding, keeping candidate stages, deadlines, feedback, and next steps current.

·       Prepare approved job postings and coordinate applications, candidate communications, interviews, and offer documentation; hiring decisions remain with the hiring manager.

·       Support employee onboarding and offboarding and maintain accurate employee records and HR documentation.

·       Assist with employee changes, benefits administration, performance reviews, training, and other routine HR processes.

·       Administer vacation, PTO, and leave processes, including requests, balances, approvals, calendars, payroll updates, and manager coordination.

·       Maintain current policy documentation across regions, coordinate approved updates, support employee communications, and track acknowledgments.

·       Respond to routine employee administrative questions and appropriately escalate sensitive or complex matters.

 

Office & Business Administration

·       Provide general administrative and operational support across the organization.

·       Maintain organized electronic records, files, and company documentation.

·       Coordinate with employees, vendors, and service providers and manage office-related vendors, supplies, subscriptions, and services as applicable.

·       Coordinate and manage company team-building events and employee activities, including planning, vendors, logistics, communications, budgets, and follow-up.

·       Manage the company employee swag program, including sourcing, ordering, inventory, distribution, new-hire needs, and vendor coordination.

·       Assist with company meetings, reports, spreadsheets, correspondence, and other business documents.

·       Document recurring workflows, responsibilities, approvals, deadlines, and follow-up requirements.

·       Track outstanding actions and recurring issues and recommend improvements that increase efficiency and consistency.

·       Provide additional administrative support to leadership and other departments as needed.

 

Contract Administration

·       Prepare, format, and maintain contracts using approved templates, checking names, dates, commercial terms, completeness, and version consistency.

·       Use company-approved AI tools for initial contract review and triage, including summarizing terms, comparing drafts to approved templates, and identifying missing or nonstandard provisions.

·       Prepare routine contract responses using approved clauses and guidance.

·       Escalate exceptions, material risks, and matters outside delegated authority to the appropriate business owner or qualified counsel.

·       Coordinate contract approvals, signatures, status tracking, and renewals.

Systems Improvement & Automation

·       Identify bottlenecks, repetitive work, duplicate data entry, and opportunities to simplify Finance, HR, administrative, and cross-functional processes.

·       In partnership with the Head of Finance and Business Operations, evaluate potential systems, integrations, automations, and appropriate AI tools based on cost, usability, security, and compatibility.

·       Lead approved improvements from testing through implementation, documentation, training, and adoption.

·       Measure improvements through time saved, reduced errors, faster turnaround, and sustained use.

·       Support the Operations team in adopting Monday.com as the company operating system for task and project management, including board configuration, workflow standardization, automations, dashboards, training, and user adoption.

 

Qualifications

·  3+ years of experience in bookkeeping, finance administration, HR administration, office administration, or a similar operational role.

·  Hands-on experience with accounts receivable, customer collections, accounts payable, and bank and/or credit card reconciliations.

·  Familiarity with payroll administration and employee expense reporting.

·  Working knowledge of basic accounting and bookkeeping principles.

·  Strong Microsoft Excel and Microsoft Office skills.

·  Experience with accounting, payroll, HRIS, expense management, and/or workflow management systems.

·  Demonstrated ability to identify inefficient processes and implement practical workflow, automation, or AI-assisted improvements.

·  Strong organizational, problem-solving, written communication, and follow-through skills.

·  Ability to independently manage recurring deadlines and competing priorities.

·  Ability to appropriately handle confidential financial, employee, customer, and company information.

·  Comfortable working in a fast-paced environment where responsibilities span multiple business functions.

 

Preferred Qualifications

·       QuickBooks Online or similar accounting software experience.

·       Gusto or other payroll/HR platform experience.

·       Experience managing AR aging and customer collections.

·       Experience working in a small or mid-sized business where Finance, HR, and administrative responsibilities overlap.

·       Advanced Excel skills, including formulas, lookups, reconciliations, and data organization.

·       Experience coordinating recruiting, policy administration, PTO, or leave processes.

·       Experience implementing workflow automation, systems integrations, or AI-assisted administrative processes.

·       Experience building and managing Monday.com boards, automations, and dashboards.

 

Key Competencies

·       Accuracy & Attention to Detail: Handles financial and employee information carefully and accurately.

·       Ownership & Follow-Through: Takes responsibility for processes through completion and resolution.

·       Organization: Effectively manages recurring deadlines, documentation, and competing priorities.

·       Financial Awareness: Recognizes and investigates transactions, balances, invoices, payments, or expenses that do not appear correct.

·       Communication: Communicates clearly and professionally with employees, customers, vendors, and management.

·       Judgment & Confidentiality: Handles sensitive information professionally and knows when to escalate.

·       Problem Solving: Investigates discrepancies and underlying issues rather than simply processing transactions.

·       Continuous Improvement: Identifies and implements practical ways to improve efficiency, accuracy, and visibility.

·       Adaptability: Willingly supports a broad range of Finance, HR, and administrative responsibilities.

 

Role Expectations

This role is expected to take ownership of assigned recurring processes rather than simply complete individual tasks. The Generalist should understand the purpose behind the processes they support, maintain accurate documentation, meet deadlines, identify discrepancies, proactively follow up on outstanding matters, and escalate risks or exceptions appropriately.

Success in the role also includes maintaining an active focus on process improvement and delivering measurable reductions in manual effort, errors, and turnaround time while improving visibility and coordination across the organization.

Because the position has access to sensitive financial, payroll, customer, and employee information, a high degree of professionalism, discretion, accuracy, and reliability is essential.

Equal Opportunity Employer

Salary annually, based on geographic location and experience.