About the Company
Headquartered in Foothill Ranch, California, iBASEt simplifies complex manufacturing. Its solutions replace disparate production, quality, and MRO applications with paperless, digitally integrated solutions. From process and inspection, planning to the shop floor, and the execution of sustainment activities, iBASEt’s proven, pre-configured, and out-of-the-box solutions deliver real-time visibility and control that accelerates manufacturing performance.
We apply that same dedication to creating a diverse and inclusive work culture that inspires our core values: Professionalism, Excellence, Teamwork, Continuous Improvement, Customer Focus and Innovation.
We believe our team members are the best in the business, and we will continue to recruit, retain, develop and reward our most important asset – our people!

The Finance Customer Liaison reports to the CFO and works closely with customers and various departments. Support Sales teams, and Services with customers' requests. 

Essential Functions: 

• Liaise and respond to customer requests for information and documentation 

• Support Sales Team with any finance related requests from customers 

• Liaise with partners to Invoice and collect royalties 

• Manage timely resolution customer requests with Zendesk 

• Work closely with Sales and Contract team members 

• Monitor and process software subscription and maintenance renewals 

• Prepare and manage RFP/quotes 

• Monitor Sales Opportunities in SalesForce and process Quotes and customer POs 

• Obtain and process customer POs and interact with customer portals 

• Prepare and submit customer invoices 

• Collect timely on customer invoices 

• Collect tax certificates from customers (exempt, direct payer, resale, etc) 

• Accurately and timely charge and file Sales Tax using Avalara 

• Post revenue to facilitate timely month-end closures 

• Support Finance team members with revenue recognition reconciliations 

• Backup support for project setup in financial administration 

• Backup support for governmental customer document requests 

• Backup support for annual DCAA cost submittal and reporting 

• Support Finance Team with any audit requests 

• Work with foreign accounting offices 

• Report on status renewals, quotes, opportunities, revenue and otherwise 

• Ad hoc analysis 

• Strive for continuous process improvement 

• Other tasks as directed by the CFO 

Requirements: 

• Must possess strong written and verbal communication skills with the ability to drive conversations 

• Assertive and customer-focused attitude 

• Must have active SalesForce experience, experience with Netsuite, Zendesk and Deltek are a plus 

• Strong Excel experience required (pivots, look-ups, etc.) 

• Solid organizational and planning skills, bright, with a strong work ethic 

• Must be an excellent team player 
  
  Salary Min $65,000.00
  Salary Midpoint $70,000.00
  Salary Max $80,000.00
   

Required Education/Experience: 

• Bachelor's in accounting  

• 2+ year relevant experience 

Work Authorization/Security Clearance Requirements: 

• US Citizenship  

What we offer
We are committed to offering the best to our employees. We offer a comprehensive benefits package that includes:

• Yearly Performance Bonuses
• Referral Bonuses
• Comprehensive Medical/Dental/Vision Plans
• Company Paid LTD/STD
• Company Paid Life Insurance
• HSA/FSA
• Unlimited Vacation
• 40 hours of sick time per year
• Paid Holidays (10 per year)
• WFH Equipment Stipend
• Internet/WIFI stipend
• 401K - company match
• Educational Assistance Program