Operations Specialist (Billing & Revenue Operations)

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 oppor