This is a temporary role on a 3-month contract (with a possibility to extend) Location : Reading (3 days a week) Role purpose To help with day-to-day transactional processing & backlog, especially in the Accounts Receivable side of our team. Key responsibilities Raising sales invoices for new business, renewals & additional users ensuring alignment with contractual terms Processing cancellation requests Updating direct debit contracts in PaySuite Resolving bounced direct debit instructions Chasing delinquent customer debts Fielding customer queries via phone and email, providing a high level of customer service Assisting with the investigation of anomalies in the trade debtors ledger Cleaning master data contained within our Xero & Salesforce systems Assisting with the review and cleaning of deferred income records Key attributes & skills A flexible approach to task allocation A desire to take ownership of tasks and see them through to completion Ability to prioritise workloads and be organised A deadline driven mentality Strong attention to detail Systems experience (desired but not essential) Xero Salesforce PaySuite Excel Life at Dynamic Planner Want to learn more about our values & culture? When you join Dynamic Planner, first and foremost, you are joining a team. Within that healthy structure, you are also a valued individual.