Sales Ledger Assistant

Sales Ledger Assistant

Chester 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. Join us to startCaring. 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, historicallymarginalisedgroups 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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Sales Ledger Assistant employer: UnitedHealth Group

Optum is an exceptional employer that fosters a collaborative and inclusive work culture, where your contributions as a Sales Ledger Assistant will directly impact health outcomes for communities worldwide. With comprehensive benefits, opportunities for career development, and a hybrid working model that allows flexibility while maintaining team connectivity in the Leeds office, you will thrive in an environment that values diversity and encourages personal growth. Join us to make a meaningful difference in healthcare while advancing your professional journey.
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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

Brush up on your communication skills, especially in handling queries. Since you'll be liaising with both customers and internal teams, being able to articulate your thoughts clearly will set you apart.

✨Tip Number 3

Network with current or former employees of Optum, particularly those in finance roles. They can provide insights into the company culture and expectations, which can be invaluable during your application process.

✨Tip Number 4

Prepare for potential questions about your experience with Microsoft Office tools, especially Excel. Being able to demonstrate your proficiency in these applications will show that you're ready to hit the ground running.

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
Knowledge of NHS Processes (advantage)

Some tips for your application 🫡

Tailor Your CV: Make sure to customise your CV to highlight relevant experience in sales administration and invoicing. Emphasise your attention to detail and any previous roles that involved cash collection or customer service.

Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the sales ledger process and your ability to work collaboratively. Mention specific examples of how you've successfully managed competing demands in a fast-paced environment.

Highlight Relevant Skills: In your application, clearly outline your proficiency with Microsoft Office tools, especially Excel, as well as your experience in handling complex queries. This will demonstrate your capability to meet the job requirements.

Show Enthusiasm for the Role: Express your passion for working in a collaborative culture and your commitment to improving health outcomes. This can set you apart from other candidates who may not convey the same level of enthusiasm.

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 difference, especially in processing invoices or handling customer queries.

✨Demonstrate Your Communication Skills

Effective communication is key in this role. During the interview, highlight your experience liaising with both customers and internal teams. You might want to prepare a scenario where you successfully resolved a complex query.

✨Familiarise Yourself with the Company’s Values

Optum places a strong emphasis on diversity, inclusion, and health equity. Research their mission and values, and be ready to explain how your personal values align with theirs during the interview.

✨Prepare for Hybrid Work Discussion

Since this role involves hybrid working, be ready to discuss your experience with remote work. Share how you manage your time and stay productive while working from home, as well as your willingness to come into the office when required.

Sales Ledger Assistant
UnitedHealth Group
U
  • Sales Ledger Assistant

    Chester
    Temporary
    24000 - 36000 £ / year (est.)

    Application deadline: 2027-07-13

  • U

    UnitedHealth Group

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