Operations Specialist – Billing & Revenue Operations

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

📋 Description

• Assist with billing, project configuration, and revenue operations processes.

• Generate, verify, and distribute invoices using QuickBooks.

• Ensure precision and punctuality in all billing activities.

• Conduct monthly invoice reconciliations between QuickBooks and HubSpot.

• Detect and resolve discrepancies to maintain financial consistency.

• Set up and manage projects in Kantata, ensuring accurate financial information and project configurations.

• Evaluate completed projects to ensure compliance with budgetary constraints.

• Aid in month-end closing procedures, including project finalizations and archiving.

• Analyze project needs and assist in team/resource allocation for optimal implementation.

• Maintain consistency between project execution and billing frameworks.

• Spot opportunities to enhance workflows in billing, reporting, and project management.

• Contribute to the development of data-driven insights and reports to enhance operational decision-making.

• Collaborate closely with Finance, Operations, Project Management, and Delivery teams.

• Ensure effective communication and coordination across departments to facilitate smooth operations.

⛳️ Requirements

• Solid hands-on experience with QuickBooks, including invoicing and reconciliation.

• Experience in supporting billing, revenue operations, or financial workflows.

• Demonstrated capability to handle high-volume, deadline-oriented tasks.

• Strong attention to detail concerning financial data.

• Familiarity with Kantata or comparable PSA tools.

• Knowledge of HubSpot CRM.

• Background in service-oriented or project-oriented businesses.

• Experience with month-end closing procedures.

• Background in remote, cross-functional team environments.

• Attention to Detail: Essential to avoid errors in billing and reconciliation.

• Proactive Communication: Effectively coordinates across various teams.

• Ownership Mentality: Assumes responsibility for outcomes and resolves issues.

• Adaptability & Problem Solving: Skilled at navigating complex systems and changing workflows.

🏝️ Benefits

• Permanent remote work flexibility.

• Paid Time Off.

• Health Maintenance Organization (HMO) coverage.

• Annual performance bonuses.

• Access to dedicated coaches providing an additional support and skill-building channel.

• Opportunities for professional advancement.