Operations Specialist

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 com...