Operations Specialist (Billing & Revenue Operations)
H
HireframeStaffing Solutions
Philippines, 9:00 AM – 5:00 PM ESTFull-TimeMiddle
Salary not disclosed
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Job Details
- Required Skills
- HubSpotGoogle WorkspaceSlackQuickBooks
Requirements
- Strong hands-on experience with QuickBooks (invoicing + reconciliation)
- Experience supporting billing, revenue operations, or financial workflows
- Proven ability to manage high-volume, deadline-driven work
- High level of attention to detail 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 in remote, cross-functional environments (preferred)
- Attention to Detail: Critical to prevent billing and reconciliation errors
- Proactive Communication: Coordinates effectively across teams
- Ownership Mentality: Takes responsibility for outcomes and problem resolution
- Adaptability & Problem Solving: Navigates complex systems and evolving workflows
Responsibilities
- Create, audit, and send invoices in QuickBooks
- Ensure accuracy and timeliness across all billing processes
- Perform monthly invoice reconciliation between QuickBooks and HubSpot
- Identify and resolve discrepancies to maintain financial alignment
- Configure and maintain projects in Kantata, ensuring accurate financial data and project setup
- Review completed projects to ensure budget adherence and compliance
- Support month-end close processes, including project finalization and archiving
- Assess project requirements and support team/resource allocation for optimal execution
- Maintain alignment between project delivery and billing structures
- Identify opportunities to improve workflows across billing, reporting, and project management
- Support the development of data-driven insights and reporting to improve operational decision-making
- Partner closely with Finance, Operations, Project Management, and Delivery teams
- Ensure clear communication and alignment across departments to support smooth execution
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