About Us

Daftra - دفترة is a leading cloud-based SaaS provider supporting more than 50 business sectors across the Arab region. Our platform delivers secure, scalable, and fully customizable enterprise management solutions with a 99.9% uptime guarantee, accessible anytime, anywhere, across multiple devices.

At Daftra, we simplify business operations by empowering organizations with flexible systems that grow with their needs backed by strong engineering, product excellence, and customer-centric innovation.

Objective of the Position :

The Sales Operations & Billing Specialist supports B2B sales teams by optimizing sales processes, maintaining CRM data accuracy, managing billing data entry, and ensuring efficient cross-departmental workflows. The role drives department performance through reporting, sales forecasting, billing alignment with the accounting team, and aligning overall sales strategy with business goals.

Duties & Responsibilities:

Sales Operations & Process Optimization :

CRM System Maintenance: Maintain a spotless CRM system by tracking new/existing un-identified (unfollowed up on) opportunities and identifying payment method issues to resolve them promptly.
Policies & Procedures: Maintain, refine, and enforce current sales policies, procedures, and processes.
Sales Manual Management: Develop, update, and maintain the company's sales manual.
Quality Assurance: Monitor the quality of the sales cycle (calls, chats, and emails) according to predefined metrics from a pure sales perspective.
Process Improvement: Recommend actionable sales solutions for policy, procedure, and workflow-related bottlenecks.
Contract & Payment Terms Review: Review additional contract requirements, custom terms, and payment method issues when required.

Sales Billing & Financial Collaboration :

Invoice Data Entry: Responsible for the accurate and timely data entry of sales invoices into the system in close collaboration with the accounting team.
Billing Alignment: Reconcile sales data with billing records to ensure consistency between CRM deal status and financial/accounting records.
Payment Issue Resolution: Act as a bridge between the sales team and accounting to resolve invoice discrepancies, payment delays, or billing-related client inquiries.

Reporting, Forecasting & Analytics :

Dashboard & Metrics Management: Develop and maintain ad-hoc sales metrics, sales forecast pipelines, and interactive dashboards on HubSpot to monitor key performance indicators (KPIs) and overall sales performance.
Memos & Strategic Reports: Review sales data and prepare comprehensive memos and reports for the Sales Manager to enhance efficiency and forecast department performance.
Cross-Functional Communication: Maintain direct channels of communication with cross-functional teams (e.g., Marketing, Support, Accounting) to produce integrated reports on conversion rates, customer testimonials, and financial handover metrics.

Qualifications & Requirements

• Education & Experience:

Bachelor’s degree in Business Administration, Finance, Accounting, or a relevant field.

Previous experience in B2B sales or sales operations is a MUST.

Hands-on experience with CRM platforms (e.g., HubSpot) and invoicing/ERP systems.

• Technical Skills:

Advanced proficiency in MS Office tools (especially MS Excel) is a MUST.

Familiarity with sales billing workflows, data entry standards, lead scoring, and sales funnel tracking.

Proven ability to create and maintain accurate sales forecasts, pipeline reports, and billing summaries.

Proficiency in presentation tools (e.g., PowerPoint, Google Slides) or dashboard tools to present insights to management.

• Soft Skills:

Exceptional organizational skills and high attention to detail for data entry and reporting.

Strong analytical thinker capable of interpreting complex sales and billing data.

Clear and professional verbal and written communication with sales teams, accounting, management, and external clients.

Ability to prioritize tasks and thrive in a fast-paced environment.

Key Competencies & Core Skills

CRM & ERP Systems Proficiency (HubSpot, invoicing/accounting software)
Sales Billing & Invoicing Data Entry
Forecasting & Pipeline Management
Sales Process Optimization & QA
Cross-Functional Accounting & Sales Alignment

Why Join Daftra?

USD Salary
Transportation allowance
Career growth
MBA discount
Gym membership
Friendly environment

About Us

Objective of the Position :

Duties & Responsibilities:

Sales Operations & Process Optimization :

CRM System Maintenance: Maintain a spotless CRM system by tracking new/existing un-identified (unfollowed up on) opportunities and identifying payment method issues to resolve them promptly.
Policies & Procedures: Maintain, refine, and enforce current sales policies, procedures, and processes.
Sales Manual Management: Develop, update, and maintain the company's sales manual.
Quality Assurance: Monitor the quality of the sales cycle (calls, chats, and emails) according to predefined metrics from a pure sales perspective.
Process Improvement: Recommend actionable sales solutions for policy, procedure, and workflow-related bottlenecks.
Contract & Payment Terms Review: Review additional contract requirements, custom terms, and payment method issues when required.

Sales Billing & Financial Collaboration :

Invoice Data Entry: Responsible for the accurate and timely data entry of sales invoices into the system in close collaboration with the accounting team.
Billing Alignment: Reconcile sales data with billing records to ensure consistency between CRM deal status and financial/accounting records.
Payment Issue Resolution: Act as a bridge between the sales team and accounting to resolve invoice discrepancies, payment delays, or billing-related client inquiries.

Reporting, Forecasting & Analytics :

Dashboard & Metrics Management: Develop and maintain ad-hoc sales metrics, sales forecast pipelines, and interactive dashboards on HubSpot to monitor key performance indicators (KPIs) and overall sales performance.
Memos & Strategic Reports: Review sales data and prepare comprehensive memos and reports for the Sales Manager to enhance efficiency and forecast department performance.
Cross-Functional Communication: Maintain direct channels of communication with cross-functional teams (e.g., Marketing, Support, Accounting) to produce integrated reports on conversion rates, customer testimonials, and financial handover metrics.

Qualifications & Requirements

• Education & Experience:

Bachelor’s degree in Business Administration, Finance, Accounting, or a relevant field.

Previous experience in B2B sales or sales operations is a MUST.

Hands-on experience with CRM platforms (e.g., HubSpot) and invoicing/ERP systems.

• Technical Skills:

Advanced proficiency in MS Office tools (especially MS Excel) is a MUST.

Familiarity with sales billing workflows, data entry standards, lead scoring, and sales funnel tracking.

Proven ability to create and maintain accurate sales forecasts, pipeline reports, and billing summaries.

Proficiency in presentation tools (e.g., PowerPoint, Google Slides) or dashboard tools to present insights to management.

• Soft Skills:

Exceptional organizational skills and high attention to detail for data entry and reporting.

Strong analytical thinker capable of interpreting complex sales and billing data.

Clear and professional verbal and written communication with sales teams, accounting, management, and external clients.

Ability to prioritize tasks and thrive in a fast-paced environment.

Key Competencies & Core Skills

CRM & ERP Systems Proficiency (HubSpot, invoicing/accounting software)
Sales Billing & Invoicing Data Entry
Forecasting & Pipeline Management
Sales Process Optimization & QA
Cross-Functional Accounting & Sales Alignment

Why Join Daftra?

USD Salary
Transportation allowance
Career growth
MBA discount
Gym membership
Friendly environment

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About the company