Operations Manager

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

📋 Description

• Oversee regular operational processes, ensuring that essential business activities are executed accurately and punctually.

• Assist in customer contract management, which includes customer onboarding, contract renewals, pricing adjustments, subscription modifications, and billing updates.

• Keep precise records related to customers, finances, and operations.

• Record business processes and pinpoint areas for improvement in efficiency, accuracy, and consistency.

• Facilitate cross-departmental initiatives involving Sales, Customer Success, Professional Services, Product, Finance, and other teams.

• Aid in internal audits, compliance tasks, and operational documentation.

• Monitor projects, deliverables, responsible parties, and timelines.

• Provide support to the President and leadership team on special projects and urgent priorities.

• Manage customer invoicing, recurring billing schedules, and subscription documentation.

• Supervise accounts receivable and coordinate collection efforts.

• Investigate and resolve billing discrepancies.

• Process vendor invoices and manage accounts payable tasks.

• Assist with month-end closing, reconciliations, and financial reporting.

• Generate and share weekly, monthly, and quarterly business scorecards and KPI reports.

• Aggregate financial, sales, customer, and operational data for leadership reporting.

• Prepare reports for Quarterly Success Reviews, forecasts, budgets, and management evaluations.

• Validate data and examine reporting discrepancies.

• Develop and sustain reports and dashboards.

• Analyze trends while identifying risks, opportunities, and performance deviations.

• Organize trade shows, conferences, customer events, and company meetings.

• Handle event logistics, registrations, sponsorships, booth materials, shipping, promotional items, schedules, travel, and communications.

• Arrange customer and prospect meetings in conjunction with industry events.

• Support marketing activities, which include customer communications, email campaigns, social media, website updates, presentations, collateral, and promotional materials.

• Evaluate trade show and marketing success through leads, opportunities, and customer engagement metrics.

• Collaborate with Finance, Sales, Customer Success, Professional Services, Product, and Leadership on company objectives.

• Manage cross-departmental operational challenges and drive them to completion.

• Assist leadership with research, analysis, presentations, process modifications, and ad hoc business requirements.

• Coordinate projects that lack clear departmental ownership.

• Safeguard the confidentiality of financial, operational, employee, and customer information.

⛳️ Requirements

• A bachelor's degree in Business Administration, Finance, Accounting, Marketing, or a related field is preferred; relevant equivalent experience will be considered.

• At least three years of experience in business operations, financial administration, project coordination, accounting, or another cross-functional role.

• Preferred experience in customer billing, accounts receivable, accounts payable, and business reporting.

• Familiarity with preparing management reports, scorecards, KPIs, or business performance metrics.

• Strong preference for experience in coordinating projects, events, trade shows, or marketing initiatives.

• Experience in a SaaS, technology, software, or recurring-revenue business is advantageous.

• Proficient Microsoft Excel skills, including PivotTables, XLOOKUPs, formulas, charts, and data analysis.

• High proficiency in Microsoft Office applications, particularly PowerPoint.

• Experience with ERP or accounting systems such as QuickBooks, Xledger, Microsoft Dynamics GP, or similar platforms.

• Familiarity with CRM systems, especially Salesforce, is preferred.

• Beneficial experience with reporting tools, dashboards, marketing platforms, or project management applications.

• Capacity to swiftly learn and effectively utilize new business applications and technologies.

• Resourceful and confident in taking ownership of unfamiliar tasks.

• Proactive in problem-solving, demonstrating initiative and follow-through.

• Highly organized with exceptional attention to detail.

• Strong analytical and critical-thinking capabilities.

• Effective project coordination and time-management skills.

• Ability to handle multiple priorities and deadlines concurrently.

• Excellent written and verbal communication skills.

• Professional, collaborative, and customer-oriented approach.

• High level of integrity and discretion when managing confidential information.

• Self-driven and capable of working independently while effectively collaborating across teams.

• Commitment to continuous improvement.

• Willingness to travel occasionally to support trade shows, customer events, and company meetings.

🏝️ Benefits

• 40 scheduled hours per week.

• Occasional travel to assist with trade shows, customer events, and company meetings.

• Equal Opportunity Employer.

• Disability accommodations available during the application process.