Operations Specialist (Billing & Revenue Operations)

1 month ago
Full-time
Mid Level
Operations
Hireframe

Hireframe

Hireframe is a nearshore and offshore staffing agency that sources top remote talent for high growth companies, offering on-demand recruitment services for critical positions in various sectors.

Professional Services
51-250

Description

  • Create, audit, and send invoices in QuickBooks.
  • Perform monthly invoice reconciliation between QuickBooks and HubSpot.
  • Identify and resolve billing and reconciliation discrepancies to maintain financial alignment.
  • Configure and maintain projects in Kantata with accurate financial data and project setup.
  • Review completed projects for budget adherence, compliance, finalization, and archiving.
  • Support month-end close processes related to project and billing operations.
  • Assess project requirements and support team and resource allocation for effective execution.
  • Maintain alignment between project delivery structures and billing workflows.
  • Identify opportunities to improve billing, reporting, and project management workflows.
  • Collaborate with Finance, Operations, Project Management, and Delivery teams to ensure smooth execution.

Requirements

  • Strong hands-on experience with QuickBooks, including invoicing and reconciliation.
  • Experience supporting billing, revenue operations, or financial workflows.
  • Proven ability to manage high-volume, deadline-driven work.
  • High attention to detail when working with financial data.
  • Experience with Kantata or similar PSA tools (preferred).
  • Familiarity with HubSpot CRM (preferred).
  • Background in service-based or project-based businesses (preferred).
  • Exposure to month-end close processes (preferred).
  • Experience working in remote, cross-functional environments (preferred).
  • Ability to learn and use new systems and tools effectively.
  • Experience with process optimization, automation, or advanced reporting (nice to have).
  • Deep system expertise across QuickBooks, HubSpot, and Kantata (nice to have).

Benefits

  • Permanent remote work flexibility.
  • Paid Time Off.
  • Health Maintenance Organization (HMO) coverage.
  • Annual performance bonuses.
  • Dedicated coaches for support and skill-building.
  • Opportunities for professional growth.
  • Supportive, professional development-focused team environment.

Interested in this position?

Apply directly on the company website

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