Operations Specialist (Billing & Revenue Operations)
我们正在寻找一个高度细节化的运营专家来支持账单，项目配置和收入操作工作流程。这项角色对于确保项目交付和发票系统的财务准确性，运营效率和协调至关重要。这是一个全职远程位置，在固定时间9:00 AM 5:00 PM EST 时间表上运行。主要责任：账单 & 金融运营 · 在快书中创建，审计和发送账单 · 在所有支票过程中确保准确性和及时性 · 执行快书与哈布斯波特之间的月度账单调整 · 识别并解决分歧以保持财务一致 项目配置和监督 · 在康塔达设置并维护项目，确保准确的财务数据和项目设置 ·审查完成项目的保证预算遵守和合规性 ·支持月底关闭过程，包括项目最终完成和存档资源分配 &运营 ·评估项目要求和支持团队/资源分配以实现最佳执行 ·保持项目交付与账单结构之间的协调 Workflow 优化和报告 ·确定改善账单，报告和项目管理工作流程的机会 · 支持基于数据的见解和报告开发，以改善运营决策跨职能合作 · 与财务，运营，项目管理和交付团队密切合作 ·确保部门间沟通和协调，以支持流执行工具与系统 ·快书 （发票和调整）· Kantata （PSA/项目金融跟踪）· HubSpot （CRM 和交易到账单配合）· Slack,Google 工作场所要求理想候选人配置文件 本角色最适合高量化，系统驱动环境中繁荣的人。需要经验 · 强大的实践经验 QuickBooks （发票+调整）· 支持账单，收入运营或财务工作流程的经验 · 管理大量和截止日期的工作的能力证明 · 高水平的细节关注金融数据优先经验 · 与 Kantata 或类似 PSA 工具的经验·熟悉 HubSpot CRM ·服务或项目业务背景 ·接触月底接近过程 · 在远程，跨功能环境中的经验
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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
- Paid Time Off
- Health Maintenance Organization (HMO) coverage
- 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.
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Originally posted on Himalayas