Remote Finance Administrator Job Open – Experienced Candidates Should Apply

Experienced professionals in billing and financial administration now have a genuinely flexible opportunity to consider, with a fully remote Finance Administrator role open for applications. This position combines finance administration, customer billing, CRM management, and client support within a fast-paced technology business, offering candidates the chance to work entirely from home while applying hands-on experience across three specific systems: Zoho CRM, Zoey Billing, and Xero.

This article walks through everything prospective applicants need to know about this Finance Administrator opportunity — from the core responsibilities and required systems experience, to the essential skills, key competencies, and how to prepare a strong application for a role that blends finance and CRM administration in equal measure.

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Overview of the Role

This Finance Administrator position is described as a Finance & CRM Administrator role, specifically designed to support both the finance and customer operations functions within a fast-paced technology business. Unlike a purely finance-focused administrative role, this position combines finance administration, customer billing, CRM management, and client support into a single, genuinely multi-disciplinary function.

The successful candidate in this Finance Administrator role will be responsible for ensuring the smooth running of billing processes, maintaining accurate financial records, administering customer data within the CRM, and providing outstanding internal and external support. This blend of responsibilities makes the role particularly well suited to someone who genuinely enjoys working across multiple systems rather than focusing narrowly on a single function.

Why This Role Suits Someone Who Enjoys Multiple Systems

According to the official job description, this opportunity is an ideal fit for someone who enjoys working across multiple systems and thrives on accuracy, organisation, and continuous process improvement. This description reflects the genuinely varied nature of the role, which spans customer relationship management, billing administration, and core financial processing within a single position.

Candidates who have previously felt limited by narrowly defined administrative roles, and who instead enjoy the variety and mental engagement that comes from juggling several interconnected systems, are likely to find this position particularly appealing.

Essential Systems Experience

Hands-on experience using Zoho CRM, Zoey Billing (Tecktron), and Xero is described as essential for this Finance Administrator role. This requirement reflects the reality that the position genuinely depends on practical, working familiarity with these three specific platforms, rather than general finance or CRM experience alone.

Candidates considering this opportunity should honestly assess their prior exposure to each of these three systems before applying, since the job description explicitly states that experience with all three is essential, not simply advantageous.

Core Responsibilities

The Finance Administrator role carries an extensive and genuinely varied set of responsibilities, according to the official job description. These include:

• Managing customer accounts, contacts, and company records within Zoho CRM.
• Maintaining accurate CRM data, ensuring customer information remains current and complete.
• Processing customer billing using Zoey Billing (Tecktron).
• Creating, amending, and maintaining billing profiles, tariffs, subscriptions, and recurring invoices.
• Processing invoices, credit notes, refunds, and financial adjustments within Xero.
• Reconciling customer invoices, supplier charges, and financial transactions.
• Assisting with accounts receivable, including payment allocation and overdue account follow-up.
• Responding to customer billing enquiries and resolving finance-related issues professionally and efficiently.
• Managing and updating customer support tickets within Zoho CRM.
• Generating finance, billing, and CRM reports for management.
• Assisting with month-end billing and finance processes.
• Liaising with customers, suppliers, and internal teams to resolve operational queries.
• Identifying opportunities to improve CRM workflows, finance processes, and billing efficiencies.
• Ensuring compliance with company financial procedures and data accuracy standards.
• Performing general finance and administration duties as required.

This breadth of responsibility reflects a role that sits genuinely at the intersection of finance and customer operations, rather than being confined to a single, narrow function within either area.

Managing CRM Data and Customer Records

One of the core responsibilities of this role involves managing customer accounts, contacts, and company records within Zoho CRM, alongside maintaining accurate CRM data more broadly. This aspect of the role requires genuine attention to detail, since inaccurate or outdated CRM records can lead to billing errors, miscommunication with customers, and broader operational inefficiencies further down the line.

Candidates with prior experience specifically maintaining CRM databases, rather than simply using a CRM system in a passive capacity, are likely to be well positioned for this position.

Handling Billing Through Zoey Billing (Tecktron)

Processing customer billing using Zoey Billing (Tecktron) forms another central responsibility of this Finance Administrator role. This includes creating, amending, and maintaining billing profiles, tariffs, subscriptions, and recurring invoices, which reflects a genuinely detailed and ongoing billing administration function rather than a one-off, occasional task.

Given the specific mention of recurring invoices and subscription-based billing, candidates with prior exposure to subscription billing models, particularly within technology or software-based businesses, are likely to find this aspect of the role especially familiar.

Core Financial Processing Within Xero

Beyond CRM and billing responsibilities, this Finance Administrator role also involves processing invoices, credit notes, refunds, and financial adjustments within Xero, alongside reconciling customer invoices, supplier charges, and financial transactions. This represents a genuinely core finance function, requiring accuracy and a solid understanding of standard accounting and reconciliation processes.

Candidates should be comfortable working within Xero at a practical, day-to-day level, since this system forms a central part of the financial processing responsibilities attached to this position.

Accounts Receivable Responsibilities

Assisting with accounts receivable, including payment allocation and overdue account follow-up, forms another important responsibility within this Finance Administrator role. This aspect of the position requires both financial accuracy and strong communication skills, since following up on overdue accounts often involves direct, sometimes sensitive, communication with customers.

Candidates with prior experience specifically within accounts receivable functions, rather than only accounts payable or general bookkeeping, are likely to bring particularly relevant experience to this opportunity.

Customer Support and Query Resolution

This Finance Administrator role also requires responding to customer billing enquiries and resolving finance-related issues professionally and efficiently, alongside managing and updating customer support tickets within Zoho CRM. This customer-facing dimension of the role means the successful candidate will need genuinely strong communication skills, not just technical finance and CRM competence.

Because billing issues can often be a source of frustration for customers, candidates who can demonstrate a calm, professional, and solution-focused approach to resolving these kinds of queries are likely to excel within this position.

Reporting and Month-End Processes

Generating finance, billing, and CRM reports for management, along with assisting with month-end billing and finance processes, forms another important part of this Finance Administrator role. This reporting responsibility requires candidates to be comfortable extracting, organising, and presenting data clearly, ensuring that management has accurate, timely information to support broader business decision-making.

Candidates with strong Microsoft Excel skills, which are explicitly listed among the required skills for this position, are likely to find this reporting aspect of the role particularly manageable.

Required Skills

Why Blended Finance and CRM Roles Are Increasingly Common

Roles that combine finance administration with CRM management have become increasingly common within technology and subscription-based businesses over recent years. As companies rely more heavily on integrated software systems to manage customer relationships, billing, and financial records simultaneously, the traditional boundary between finance teams and customer operations teams has started to blur in many organisations.

This trend reflects a broader shift toward operational efficiency, where a single, well-rounded administrator who understands both the financial and customer-facing sides of the business can often manage processes more smoothly than two separate specialists working in isolation. For candidates with experience spanning both finance and CRM systems, this creates a genuinely valuable niche, since fewer professionals possess strong, hands-on capability across both domains compared to those who specialise narrowly in one or the other.

Considerations for Long-Term Remote Work Success

Working in a fully remote capacity brings both genuine flexibility and specific challenges that are worth considering carefully before applying for a role like this one. Successful remote employees typically need to establish clear personal routines, dedicated workspaces, and disciplined communication habits to stay effectively connected with colleagues, managers, and customers despite the physical distance.

Candidates who have not previously worked in a fully remote capacity should reflect honestly on their own working style before applying, considering factors such as how well they manage their own time without direct supervision, how comfortable they are proactively reaching out for support when needed, and how effectively they can maintain focus and productivity within a home environment that may include other distractions or responsibilities.

Beyond the core responsibilities, this Finance Administrator role requires candidates to demonstrate the following skills and experience:

• A minimum of three years of experience in a similar Billing Administrator, Finance Coordinator, or CRM Administrator role.
• Proven experience using Zoho CRM, Zoey Billing (Tecktron), and Xero, all listed as essential.
• Experience managing customer billing and finance administration.
• A strong understanding of accounts receivable and invoice processing.
• Experience maintaining CRM databases.
• Excellent Microsoft Excel skills.
• Strong analytical and problem-solving abilities.
• Exceptional attention to detail and accuracy.
• Excellent written and verbal English communication skills.
• The ability to prioritise work and meet strict deadlines.
• Comfort working independently within a fully remote environment.
• Experience within an MSP, SaaS, Cyber Security, Telecommunications, or Technology company.
• Exposure to recurring subscription billing models.
• Experience with CRM and accounting system integrations.
• Knowledge of finance process automation and workflow improvements.

This extensive list reflects a role that genuinely demands both technical competence and softer, interpersonal skills, given the customer-facing elements woven throughout the position.

Why Industry Experience Matters

The job description specifically notes that experience within an MSP, SaaS, Cyber Security, Telecommunications, or Technology company is valued for this Finance Administrator role. This preference likely reflects the specific billing structures and subscription-based revenue models common within these industries, which differ meaningfully from more traditional, product-based billing environments.

Candidates with prior experience specifically within a technology-related business, particularly one involving recurring subscription billing, are likely to bring directly relevant context to this position, even beyond their general finance and CRM skills.

Remote Work Requirements

This Finance Administrator role is structured as a fully remote position, requiring candidates to be comfortable working independently within a fully remote environment. This means successful applicants will need genuinely strong self-management skills, since they will not have the same level of in-person oversight or spontaneous collaboration available in a traditional office setting.

Candidates who have previously worked successfully in remote roles, and who can demonstrate strong self-discipline, time management, and the ability to prioritise work independently, are likely to be well suited to the remote nature of this opportunity.

Key Competencies

Beyond specific technical skills, this Finance Administrator position calls for a broad set of key competencies, including:

• Strong organisational skills.
• Attention to detail.
• A customer-focused mindset.
• Financial accuracy.
• Analytical thinking.
• Problem solving.
• Time management.
• Effective communication.
• Process improvement.
• Accountability.
• Team collaboration.

This list reinforces just how broad the expectations are for this role, blending technical finance capability with genuinely important soft skills around customer focus, collaboration, and accountability.

How to Apply

Applying for this Finance Administrator opportunity requires candidates to follow the official application link provided in the advertisement. Given the specific and fairly extensive combination of required systems experience, minimum years of experience, and industry background preferences, candidates should take care to clearly demonstrate each of these elements within their CV and application.

Before applying, it is worth reviewing your own CV carefully against each of the listed responsibilities and required skills, ensuring that your relevant experience with Zoho CRM, Zoey Billing, and Xero specifically is clearly and prominently highlighted, rather than buried within a more generic finance or administration summary.

Official Application Link

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Tips for a Strong Application

If you intend to apply for this role, consider the following practical tips:

• Clearly confirm and highlight your hands-on experience with Zoho CRM, Zoey Billing (Tecktron), and Xero specifically.
• Demonstrate at least three years of relevant experience in a Finance Administrator, Billing Administrator, Finance Coordinator, or CRM Administrator role.
• Highlight any experience within an MSP, SaaS, Cyber Security, Telecommunications, or Technology company.
• Provide specific examples of managing accounts receivable, invoice processing, or subscription billing.
• Emphasise your comfort and prior success working independently within a remote environment.
• Showcase strong Microsoft Excel skills and any experience with CRM and accounting system integrations.

Final Thoughts

This fully remote Finance Administrator opportunity offers a genuinely rewarding role for experienced professionals who enjoy working across multiple systems, combining finance administration, CRM management, and customer billing responsibilities within a single, technology-focused position. With essential experience required in Zoho CRM, Zoey Billing, and Xero, this role suits candidates with a strong, proven background in finance and CRM administration who are ready to work independently in a fully remote setting.

If you meet the required skills and have genuine hands-on experience across all three essential systems, take the time to prepare a strong, clearly tailored application for this position and submit it through the official application link.

Frequently Asked Questions (FAQ)

1. Which systems do I need experience with for this role?
Hands-on experience using Zoho CRM, Zoey Billing (Tecktron), and Xero is essential for this position.

2. Is this a remote role?
Yes. This is a fully remote work-from-home opportunity.

3. How much experience do I need to apply?
A minimum of three years of experience in a similar Billing Administrator, Finance Coordinator, or CRM Administrator role is required.

4. What are the main responsibilities of this role?
Responsibilities include managing CRM data, processing customer billing, handling invoices and reconciliations in Xero, managing accounts receivable, and generating finance and CRM reports.

5. Is industry-specific experience required?
Experience within an MSP, SaaS, Cyber Security, Telecommunications, or Technology company is valued, particularly given the subscription-based billing models common in these industries.

6. What software skills are essential besides Zoho, Zoey, and Xero?
Excellent Microsoft Excel skills are explicitly required, along with strong analytical and problem-solving abilities.

7. Does this role involve customer interaction?
Yes. The role involves responding to customer billing enquiries and managing customer support tickets within Zoho CRM.

8. What soft skills are important for this position?
Strong organisational skills, attention to detail, effective communication, accountability, and the ability to work independently are all important.

9. Will I need to work on financial reporting?
Yes. Generating finance, billing, and CRM reports for management is a key responsibility of this role.

10. How do I apply for this Finance Administrator position?
Applicants should follow the official application link provided in the advertisement and ensure their CV clearly reflects their experience with the required systems and responsibilities.

11. Is this role suitable for someone without prior remote work experience?
While not explicitly disqualifying, candidates should honestly assess their comfort working independently without in-person supervision, since strong self-management is essential for success in a fully remote role like this one.

12. Does the role involve process improvement responsibilities?
Yes. Identifying opportunities to improve CRM workflows, finance processes, and billing efficiencies is explicitly listed among the core responsibilities.

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