Hireframe
Finance / FinServ
OperationsSpecialist(Billing&RevenueOperations)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Operations Specialist (Billing & Revenue Operations) at Hireframe. Skills: Billing, Revenue Operations, Financial Accuracy, Operational Efficiency, Project Configuration, Workflow Optimization. Create, audit, and send invoices in QuickBooks. Ensure accuracy and timeliness across all billing processes”
What You'll Achieve.
Accuracy and speed of project creation in Kantata; Billing accuracy and invoice quality; Month-end close accuracy and timeliness; Reduction in cross-system discrepancies
Industry & Context.
Identify and resolve discrepancies; Problem Solving; Navigates complex systems and evolving workflows; Inflexibility in problem-solving approaches
What They're Looking For.
Must Have
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
Nice to Have
Experience with Kantata or similar PSA tools, Familiarity with HubSpot CRM, Background in service-based or project-based businesses, Exposure to month-end close processes, Experience in remote, cross-functional environments, Experience with process optimization and automation, Ability to build advanced reporting and insights, Deep system expertise across QuickBooks, HubSpot, and Kantata
What You'll Do.
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
and project management
Support the development of data-driven insights and reporting to improve operational decision-making
Partner closely with Finance
Ensure clear communication and alignment across departments to support smooth execution
How You'll Work.
Team & Collaboration
Partner closely with Finance, Operations, Project Management, and Delivery teams; Ensure clear communication and alignment across departments to support smooth execution; Collaborates with: Operations, Finance, and Project Management teams
Communication Scope
Proactive Communication; Clear communication
Process & Methodology
Project Configuration, Project Oversight, Budget adherence, Compliance
Full Job Description
We are seeking a highly detail-oriented Operations Specialist to support billing, project configuration, and revenue operations workflows. This role is critical to ensuring financial accuracy, operational efficiency, and alignment across project delivery and billing systems. This is a full-time, remote position operating on a fixed 9:00 AM – 5:00 PM EST schedule Key Responsibilities: **Billing & Financial Operations** * 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 **Project Configuration & Oversight** * **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** **Resource Allocation & Operations** * Assess project requirements and support team/resource allocation for optimal execution * Maintain alignment between project delivery and billing structures **Workflow Optimization & Reporting** * 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 **Cross-Functional Collaboration** * Partner closely with Finance, Operations, Project Management, and Delivery teams * Ensure clear communication and alignment across departments to support smooth execution **Tools & Systems** * QuickBooks (invoicing & reconciliation) * Kantata (PSA / project financial tracking) * HubSpot (CRM and deal-to-billing alignment) * Slack, Google Workspace **Requirements** **Ideal Candidate Profile** This role is best suited for someone who thrives in high-volume, system-driven environments where finance and operations intersect. **Required Experience** * Stron
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