Sales Ledger Assistant

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. Join us to start Caring. Connecting. Growing together.

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 PO’s 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.

Other key responsibilities and accountabilities will include;

• Using systems data to identify quotations where Purchase Orders are required prior to invoicing
• Updating quotations with PO’s when received and log details of who and when has been chased for PO’s
• 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 color, 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. © 2025 UnitedHealth Group. All rights reserved.

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