Operations Specialist

Hireframe

Operations Specialist supporting billing, project configuration, and revenue operations workflows in a remote work environment. Ensuring operational effectiveness and financial accuracy for the company.

Posted 6/2/2026full-timeRemote • 🇲🇽 MexicoMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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
Proactive Communication
Ownership Mentality
Adaptability & Problem Solving

Benefits

Comp & perks

Permanent remote work flexibility
Annual performance bonuses
Dedicated coaches offer an extra channel of support and skill-building
Opportunities for professional growth

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

QuickBooksinvoicingreconciliationbilling processesfinancial workflowsKantataHubSpot CRMmonth-end close processesdata-driven insightsproject management

Soft Skills

attention to detailproactive communicationownership mentalityadaptabilityproblem solving