运营专员
Operations Specialist
我们正在寻找一位注重细节的运营专员，以支持计费、项目配置和收入运营流程。此职位对于确保财务准确性、运营效率以及项目交付与计费系统的协调一致至关重要。
这是一份全职远程岗位，工作时间为固定时间：美国东部时间上午9点至下午5点
主要职责：
计费与财务运营
- 在QuickBooks中创建、审核并发送发票
- 确保所有计费流程的准确性和及时性
- 每月在QuickBooks和HubSpot之间进行发票对账
- 识别并解决差异，以保持财务一致
项目配置与监督
- 在Kantata中配置和维护项目，确保准确的财务数据和项目设置
- 审核已完成的项目，确保预算符合和合规
- 支持月度结账流程，包括项目最终确定和归档
资源分配与运营
- 评估项目需求，并支持团队/资源分配以实现最佳执行
- 保持项目交付与计费结构的一致性
流程优化与报告
- 识别改进计费、报告和项目管理流程的机会
- 支持数据驱动的洞察和报告的开发，以提高运营决策质量
跨职能协作
- 与财务、运营、项目管理和交付团队紧密合作
- 确保部门间清晰沟通和协调，以支持顺利执行
工具与系统
- QuickBooks（计费与对账）
- Kantata（PSA/项目财务跟踪）
- HubSpot（CRM和交易到计费对齐）
- Slack、Google Workspace
要求
理想候选人背景
此职位适合在高流量、系统驱动的环境中工作的人，特别是在财务和运营交叉领域。
所需经验
- 熟练使用QuickBooks（计费+对账）
- 有支持计费、收入运营或财务流程的经验
- 有管理高流量、截止日期驱动工作的实际能力
- 对财务数据有高度的关注细节能力
优先考虑的经验
- 有Kantata或类似PSA工具的经验
- 熟悉HubSpot CRM
- 有基于服务或项目的业务背景
- 有月度结账流程的经验
- 有远程、跨职能环境的工作经验
查看英文原文
We are seeking a highly detail-oriented Operations Specialist to support billing, project configuration, and revenue operations workflows. This role is critical to ensuring financial accuracy, operational efficiency, and alignment across project delivery and billing systems.
This is a full-time, remote position operating on a fixed 9:00 AM – 5:00 PM EST schedule
Key Responsibilities:
Billing & Financial Operations
- Create, audit, and send invoices in QuickBooks
- Ensure accuracy and timeliness across all billing processes
- Perform monthly invoice reconciliation between QuickBooks and HubSpot
- Identify and resolve discrepancies to maintain financial alignment
Project Configuration & Oversight
- Configure and maintain projects in Kantata, ensuring accurate financial data and project setup
- Review completed projects to ensure budget adherence and compliance
- Support month-end close processes, including project finalization and archiving
Resource Allocation & Operations
- Assess project requirements and support team/resource allocation for optimal execution
- Maintain alignment between project delivery and billing structures
Workflow Optimization & Reporting
- Identify opportunities to improve workflows across billing, reporting, and project management
- Support the development of data-driven insights and reporting to improve operational decision-making
Cross-Functional Collaboration
- Partner closely with Finance, Operations, Project Management, and Delivery teams
- Ensure clear communication and alignment across departments to support smooth execution
Tools & Systems
- QuickBooks (invoicing & reconciliation)
- Kantata (PSA / project financial tracking)
- HubSpot (CRM and deal-to-billing alignment)
- Slack, Google Workspace
Requirements
Ideal Candidate Profile
This role is best suited for someone who thrives in high-volume, system-driven environments where finance and operations intersect.
Required Experience
- Strong hands-on experience with QuickBooks (invoicing + reconciliation)
- Experience supporting billing, revenue operations, or financial workflows
- Proven ability to manage high-volume, deadline-driven work
- High level of attention to detail with financial data
Preferred Experience
- Experience with Kantata or similar PSA tools
- Familiarity with HubSpot CRM
- Background in service-based or project-based businesses
- Exposure to month-end close processes
- Experience in remote, cross-functional environments
Core Competencies
- Attention to Detail: Critical to prevent billing and reconciliation errors
- Proactive Communication: Coordinates effectively across teams
- Ownership Mentality: Takes responsibility for outcomes and problem resolution
- Adaptability & Problem Solving: Navigates complex systems and evolving workflows
Nice-to-Haves
- Experience with process optimization and automation
- Ability to build advanced reporting and insights
- Deep system expertise across QuickBooks, HubSpot, and Kantata
What Will Not Work in This Role
- Lack of attention to detail leading to financial errors
- Poor communication across teams
- Resistance to learning or using new systems and tools
- Inflexibility in problem-solving approaches
- Inability to meet deadlines, especially during month-end close cycles
Team & Culture
- Reports to: Senior Manager of Operations
- Collaborates with: Operations, Finance, and Project Management teams
- Environment: Remote-first, fast-paced, collaborative, and accountability-driven
Success Metrics (KPIs)
- Accuracy and speed of project creation in Kantata
- Billing accuracy and invoice quality
- Month-end close accuracy and timeliness
- Reduction in cross-system discrepancies
Additional Details
- Internal-facing role (no direct customer interaction)
- Replacement hire with immediate need
- Growth potential tied to process automation and operational maturity
Benefits
Hireframe provides nearshore and offshore staffing solutions, operating as a remote-first organization with team members located in the United States, Mexico, and the Philippines. Our robust benefits package includes:
- Permanent remote work flexibility
- Annual performance bonuses
- Dedicated coaches offer an extra channel of support and skill-building
- Opportunities for professional growth
At Hireframe, we cultivate a supportive environment that fosters professional development and success, ensuring our team members thrive in their careers.
Learn More
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Originally posted on Himalayas