Project Manager – Business Operations

This is a fully remote position, open to applicants in Philippines, +6 more states.

📋 Description

• Establish the complete system access framework for each new engagement across accounting, bill payment, payroll, e-commerce, inventory, and banking platforms.

• Take ownership of access checklists, ensuring their completion prior to the commencement of work and revoking access during the offboarding process.

• Coordinate onboarding sequences, define scope boundaries, and facilitate joint offboarding between the Accounting Program and CFO Services.

• Collaborate with external recruiting and staffing partners, including defining role requirements, managing candidate flow, scheduling, and tracking the pipeline.

• Oversee employee and contractor onboarding processes, including hardware setup, IT provisioning, software licenses, system access, and training.

• Implement offboarding procedures through access revocation, license reclamation, equipment retrieval, and documented confirmations.

• Manage IT, staffing, and software vendors according to contracted service levels, documenting and escalating any failures.

• Handle recurring internal communications, engagement kickoff announcements, and follow-up meetings with leadership.

• Develop and maintain standard operating procedures (SOPs) and workflow templates within the practice management system.

• Identify inefficiencies in handoffs and enhance processes through technology, automation, and AI tools.

⛳️ Requirements

• A minimum of 6 years in business operations, program management, or professional services firm operations (required).

• Proven experience managing a process from inception to completion, including design, documentation, and adoption (required).

• Experience in coordinating external vendors and ensuring adherence to service standards (required).

• Highly tech-savvy and quick to adapt to new software, with a focus on efficiency and automation utilizing technology and AI tools (required).

• Exceptional written communication skills for effective collaboration across time zones (required).

• Proven ability to prioritize tasks and manage time effectively in a remote work environment (required).

• Comfortable interacting with senior leadership and providing direct responses (required).

• Bachelor's degree or equivalent operational experience (required).

• Working knowledge of financial systems, including QBO, bill payment platforms, and user administration across financial applications (preferred).

• Experience with employee and international contractor onboarding, particularly through third-party staffing partners (preferred).

• Familiarity with practice management or PSA platforms such as Canopy (preferred).

• Background in professional services, accounting, or consulting firms (preferred).

• Knowledge of e-commerce technology stacks such as Shopify, Amazon, PayPal, and Bill.com (preferred).

• Full-time exclusivity is required; candidates must not engage in other part-time or freelance work once hired.

• Must be available and willing to work during a U.S. time zone shift.

• Certificate of Employment, applicable country clearance, and compliance with reference and employment verification processes are required post-hiring.

• Must comply with the monitoring of company-provided devices through ActivTrak.

🏝️ Benefits

• Competitive USD compensation commensurate with experience.

• Permanent remote work arrangement.

• Complete company equipment provided (laptop, monitor, accessories).

• 15 days of paid time off annually plus local holidays.

• Guaranteed annual salary increases.

• Referral rewards of up to $1,000.

• Monthly flexible stipend (CAS Flex Perks).

• Organized onboarding and career development opportunities.

• Chance to develop AI-driven operational systems that impact the entire organization.

• A culture centered on ownership, continuous learning, and innovation.