Business Operations Coordinator

This is a fully remote position, open to applicants in Argentina.

📋 Description

• Oversee the Opportunity Closeout process, converting closed Salesforce opportunities into active projects within Toggl, Excel, and Notion.

• Utilize discretion to determine if deals represent new projects or extensions of current projects, escalating issues when necessary.

• Finalize completed projects across various systems.

• Address any missing or conflicting information in collaboration with Sales, Contracts, Finance, and consulting teams.

• Assist project managers with modifications to the time-entry tool, including onboarding new hires to projects and adjusting time entries.

• Ensure precise project, client, and personnel data is maintained across internal tools and datasets.

• Update data in response to employee hires or team transitions.

• Execute bulk data modifications, including CSV uploads, and perform weekly data quality assessments.

• Conduct weekly and monthly maintenance SOPs, covering project data, personnel data, and system backup evaluations.

• Engage in closeout, kickoff, and renewal discussions; track action items and synchronize systems with team expectations.

• Assist Finance and directors during month-end close, which includes pre-invoicing preparations and updates to project data that supports invoicing.

• Take on recurring manual tasks across Biz Ops, Finance, Sales, and Consulting, documenting them as Standard Operating Procedures (SOPs).

• Enhance SOPs and identify any bottlenecks or impediments.

⛳️ Requirements

• Proficient spreadsheet skills, including the ability to perform Excel lookups, filters, pivot tables, and manage CSV file cleaning and uploads.

• Experience with onboarding processes for employees, clients, or projects.

• Proven ability to adhere to SOPs with accuracy.

• Familiarity with SaaS business tools, including Salesforce, time-tracking applications, and Notion.

• Capability to make informed judgments in uncertain situations and recognize when escalation is necessary.

• Strong written English skills and effective remote communication capabilities.

• Comfort with AI tools and the ability to verify AI-generated outputs before depending on them.

• Preferred: experience in professional services such as consulting, legal, accounting, architecture and engineering, IT services, marketing, or similar fields.

• Preferred: knowledge of billable time, backlog management, and invoicing processes.

• Preferred: experience collaborating with or within a finance team on invoicing or regular financial reporting.

• Preferred: experience ensuring data quality in Excel.

• Attributes sought: responsive, innovative, entrepreneurial, empowered, performance-driven, accountable, composed, and coachable.

🏝️ Benefits

• Competitive compensation.

• Health insurance.

• 401k with employer matching.

• Flexible Paid Time Off (PTO).

• Remote work opportunities.

• Philanthropic Matching Gift Program.

• Flexible work arrangements.

• Multiple career development opportunities.

• Employee resource groups.

• Great Place to Work certification.

• Inc. Best Workplaces recognition.

• AYA Award acknowledgment for fostering equality and positive change for women in technology.