Sales Operations Specialist

ABOUT US

Davis Technology Management is a successful technology company in the IT staffing Technology Consulting and IT Managed Services sector. Our focus is crafting technical and staffing solutions that empower businesses and foster growth. Our foundation is built on a commitment to our Core Values and a team dedicated to bridging the gap between innovative IT solutions and businesses seeking to navigate the complexities of the digital age.

At the heart of everything we do were dedicated to exceeding expectations and creating RAVING FANS both within our internal team and amongst our clients.

Davis Technology Management is a fast-growing technology services company providing:

Managed IT Services
Audio/Visual & Low Voltage Solutions
Technology Staffing & Consulting
Technology Product Development

We support restaurants healthcare and corporate clients across the U.S. and are entering a major growth phase.

We are building the operational and financial backbone to scale and this role is critical to that mission.

The Opportunity

We are hiring an Accounting & Operations Specialist to own the day-to-day financial and purchasing operations of the business.

This role sits at the intersection of:

Accounting
Purchasing & Procurement
Billing & Revenue Operations
Inventory & Project Margin Tracking

This is not just bookkeeping.

This is the operational engine that powers the business.

What Youll Own

Accounting & Financial Operations

Own QuickBooks Online
Bank and credit card reconciliations
Support month-end close
Track revenue COGS and margins
Support AP / AR

Billing & Revenue Workflow

Ensure accurate and timely invoicing
Track subscription and recurring billing
Identify missed revenue or billing gaps

Purchasing & Procurement

Manage vendors and distributors (Dell Lenovo Pax8 TD Synnex etc.)
Create and track purchase orders
Track shipments and backorders

Inventory & Operational Workflow

Maintain inventory accuracy
Track equipment cost and margins
Improve operational workflows

Required Experience

5 years accounting bookkeeping or operations experience
Strong QuickBooks Online experience
AP / AR and reconciliations
Vendor and purchase order experience
Strong Excel or Google Sheets skills
Highly detail oriented

Highly Preferred (Huge Plus)

MSP VAR IT Services AV Construction or Professional Services experience

Understanding of Microsoft licensing SaaS software agreements and financial commitments tied to licensing contracts and renewals

Procurement or purchasing operations experience

Subscription or recurring billing experience

CRM tools such as ConnectWise or HubSpot

What Success Looks Like

Within 6-12 months you will:

Fully own QuickBooks and financial operations
Improve billing accuracy and speed
Create reliable purchasing workflows
Provide visibility into margins and profitability
Reduce operational workload for leadership

Why This Role Matters

This role will help build the operational foundation of a rapidly growing technology company.

You will have real ownership real impact and help shape how

Required Experience:

IC