Sales Ledger Assistant

Sales Ledger Assistant

North Shields Temporary 24000 - 36000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support the sales ledger process and collect payments from customers.
  • Company: Optum is a global leader in healthcare, using technology to improve lives.
  • Benefits: Enjoy hybrid working, comprehensive benefits, and career development opportunities.
  • Why this job: Make a real impact on health equity while working in a diverse and inclusive culture.
  • Qualifications: Experience in sales administration or as a Sales Ledger Assistant is essential.
  • Other info: This role requires office attendance in Leeds on Thursdays.

The predicted salary is between 24000 - 36000 £ per year.

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by diversity and inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health equity on a global scale.

Here at Optum we’re looking for a Sales Ledger Assistant to join our Finance team, on a 6-month fixed term contract. Joining our collaborative finance team, you will be working with the wider team to support the sales ledger process. You will be supported by the Credit Manager and the wider team on training of our process.

If you are a Sales Ledger Assistant or have experience with sales administration, and you want to work within an organisation with a truly collaborative culture then apply today! This role is a hybrid working position, with a requirement to come into the Leeds office (LS19) on Thursdays. The rest of your role will be worked from home.

What you’ll do

As a Sales Ledger Assistant you will be responsible for obtaining Purchase Orders by contacting our customers to collect payment prior to renewal dates. As part of your sales ledger role, we would look to you to work with our internal stakeholders to ensure that we have correct POs for invoicing and use your initiative to find customer contact information to collect the payments. Attention to detail is paramount as you will accurately process sales invoices.

  • Using systems data to identify quotations where Purchase Orders are required prior to invoicing
  • Updating quotations with POs when received and log details of who and when has been chased for POs
  • Providing the Account Management Team with sufficient detail on billing requirements to allow them to monitor projects and also resolve any billing queries they may have
  • Ensuring the Support team have appropriate information to ensure that no site is given support outside of the agreed contract terms
  • Assisting customers via telephone with invoice and quotation queries

You will be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role, as well as providing development for other roles you may be interested in.

Who You’ll Be:

You will be an experienced administrator with excellent accuracy for detail. With experience in either sales invoices or sales ledger, you will have an understanding of the cash collection cycle. Collaboration and customer service is essential as you will liaise with internal departments for billing information and work directly with our customers. We are fast paced, so the ability to work with competing demands and in a changing environment is key.

Other skills and experience we are looking for you to demonstrate include:

  • Previous experience of working in an office environment, in a similar role
  • Ability to competently utilise Microsoft Outlook, Word, Excel, PowerPoint and Access
  • Experience of managing complex query handling
  • Excellent communication level with customers and internal departments
  • Previous experience of working in or with the NHS would be an advantage

Please note you must currently be eligible to work and remain indefinitely without any restrictions in the country to which you are making an application. Proof will be required to support your application.

All telecommuters will be required to adhere to the UnitedHealth Group’s Telecommuter Policy. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone—of every race, gender, sexuality, age, location and income—deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of colour, historically marginalised groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes — an enterprise priority reflected in our mission.

Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, sexual orientation, age or any other characteristic protected by law. UnitedHealth Group is a drug-free workplace.

Sales Ledger Assistant employer: UnitedHealth Group

Optum is an exceptional employer that prioritises diversity and inclusion, offering a collaborative work culture where employees can thrive. As a Sales Ledger Assistant, you will benefit from comprehensive training, flexible hybrid working arrangements, and opportunities for career development, all while making a meaningful impact on health equity in the communities we serve. Join us in Leeds to be part of a team that values your contributions and supports your professional growth.
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Contact Detail:

UnitedHealth Group Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Sales Ledger Assistant

✨Tip Number 1

Familiarise yourself with the sales ledger process and cash collection cycle. Understanding these concepts will help you speak confidently about your experience and how it relates to the role during any discussions.

✨Tip Number 2

Network with current or former employees of Optum, especially those in finance roles. They can provide insights into the company culture and expectations, which can be invaluable when preparing for interviews.

✨Tip Number 3

Brush up on your Microsoft Excel skills, as proficiency in this software is crucial for managing data and processing invoices. Consider taking a quick online course if you feel you need a refresher.

✨Tip Number 4

Prepare to discuss your customer service experience, particularly how you've handled complex queries in the past. This will demonstrate your ability to collaborate effectively with both internal teams and customers.

We think you need these skills to ace Sales Ledger Assistant

Attention to Detail
Sales Ledger Management
Customer Service Skills
Communication Skills
Microsoft Excel Proficiency
Microsoft Word Proficiency
Microsoft Outlook Proficiency
Query Handling
Collaboration Skills
Time Management
Problem-Solving Skills
Understanding of Cash Collection Cycle
Experience in Office Environment
Ability to Work Under Pressure

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in sales administration or similar roles. Emphasise your attention to detail and any previous work with sales invoices or ledgers.

Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with the responsibilities outlined in the job description, particularly your ability to manage customer queries and collaborate with internal teams.

Highlight Relevant Skills: When detailing your experience, focus on skills that are crucial for the Sales Ledger Assistant position, such as proficiency in Microsoft Office, especially Excel, and your ability to handle complex queries effectively.

Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for this role.

How to prepare for a job interview at UnitedHealth Group

✨Show Your Attention to Detail

As a Sales Ledger Assistant, attention to detail is crucial. Be prepared to discuss examples from your past experience where your accuracy made a significant impact, especially in processing invoices or handling customer queries.

✨Demonstrate Your Collaborative Spirit

This role requires working closely with various internal teams. Highlight your teamwork skills and provide examples of how you've successfully collaborated with others to achieve common goals in previous roles.

✨Familiarise Yourself with the Cash Collection Cycle

Understanding the cash collection cycle is essential for this position. Brush up on your knowledge of sales ledger processes and be ready to explain how you have managed similar tasks in the past.

✨Prepare for Customer Interaction Scenarios

Since you'll be liaising with customers regarding invoices and quotations, think about potential scenarios you might face. Prepare to discuss how you would handle difficult conversations or resolve billing queries effectively.

Sales Ledger Assistant
UnitedHealth Group
Location: North Shields
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