About the job
About Davis Technology Management
Davis Technology Management is a technology firm based in Dallas, specializing in IT staffing, technology consulting, and managed IT services. The company delivers technical and staffing solutions for clients across the U. S., helping businesses navigate digital challenges and drive growth. Davis Technology Management serves a broad range of industries, including restaurants, healthcare, and corporate sectors.
As the company enters a significant growth phase, it is building a strong operational and financial foundation. The team values exceeding expectations and building strong relationships with both clients and colleagues.
- Managed IT Services
- Audio/Visual & Low Voltage Solutions
- Technology Staffing & Consulting
- Technology Product Development
Role Overview: Sales Operations Specialist
The Sales Operations Specialist plays a key part in the daily financial and purchasing operations at Davis Technology Management. This position supports the company’s ability to scale by managing processes that connect accounting, procurement, billing, and inventory tracking.
This role is more than traditional bookkeeping. It acts as the operational engine for the business, ensuring smooth financial and workflow operations.
Main Responsibilities
Accounting & Financial Operations
- Oversee QuickBooks Online for daily accounting tasks
- Reconcile bank and credit card accounts
- Assist with month-end closing activities
- Monitor revenue, cost of goods sold (COGS), and profit margins
- Support both accounts payable and accounts receivable functions
Billing & Revenue Workflow
- Process accurate and timely invoices
- Track subscription and recurring billing cycles
- Identify missed revenue or discrepancies in billing
Purchasing & Procurement
- Manage relationships with vendors and distributors (such as Dell, Lenovo, Pax8, TD Synnex)
- Create and monitor purchase orders
- Track shipments and manage backorders
Inventory & Operational Workflow
- Maintain accurate inventory records
- Track equipment costs and profit margins
- Support improvements in operational efficiency
This position is based in Dallas and is central to supporting the company’s ongoing growth and operational excellence.
