Finance & Sales Operations Administrative Assistant

We're looking for a detail-oriented Finance & Sales Operations Administrative Assistant to support our accounts receivable, accounts payable, and administrative operations. This is a great opportunity for someone who is organized, proactive, and comfortable working across finance systems and cross-functional teams — and who's ready to jump in wherever needed as our business grows. This is an in-office position based in our Fort Lauderdale, FL location.

Accounts Receivable

•     Issue A/R invoices in QuickBooks, including provider fees, client-side fees, and ongoing revenue share

•     Keep our CRM (Monday.com) accurately updated as invoices are sent, amounts change, and payments come in

•     Follow up on outstanding provider and client invoices to drive timely payment

•     Monitor incoming payments daily and apply them to the correct invoices in QuickBooks

•     Prepare A/R aging reports with anticipated payment dates for leadership review

•     Ensure sales team members are properly assigned in Monday.com and QuickBooks to accurately track commissions

•     Prepare commission summaries (including advances/draws) for leadership approval, and notify sales team members once payments are confirmed

Accounts Payable

•     Route incoming bills for inclusion in the Accounts Payable report, including contractor invoices

•     Calculate and communicate partner invoice amounts owed

•     Review AP reporting with leadership

•     Communicate payment approvals following AP and commission reviews

•     Track down outstanding W-9s as needed

•     Serve as the point of contact for sales team expense report accuracy before submission

•     Assist with payroll processing

Administrative Support

•     Support new hire onboarding, including insurance and paperwork coordination and account setup

•     Maintain program lists and manage admin credentials/access

•     Oversee office supplies

Sales Support

•     Ensure sales collateral and materials are kept up to date

•     Support sales projects and campaigns as assigned

•     Strong organizational skills and attention to detail

•     Experience with QuickBooks and CRM/project management tools (Monday.com experience a plus)

•     Comfort managing multiple deadlines and communicating across teams

•     A flexible, “all hands on deck” mindset — you're willing to take on additional duties as assigned and pitch in wherever the business needs support

•     Ability to work in-office in Fort Lauderdale, FL Monday through Friday 8:30 AM to 5 PM

Compensation will be finalized based on experience. We offer a comprehensive benefits package, including:

•     401(k) with company match

•     Paid Time Off

•     Paid Holidays

•     Medical, Dental, Vision, and Life Insurance with company contribution

•     Work-related expense reimbursements

Interested applicants, please submit a cover letter, resume, and references with your application.

• Converged Services is an Equal Opportunity Employer.