Operations Specialist (Billing & Revenue Operations)

Hireframe hireframe.com Open · verified Sep 24, 2026

Remote Philippines Full-time Mid-level Revenue & Sales Operations

At a glance

Mid-level Revenue & Sales Operations role at Hireframe. Remote, Philippines · full-time.

Pay not stated Operations Specialist salary

RoleRevenue & Sales Operations

SeniorityMid-level

LocationPhilippines

WorkplaceRemote

EmploymentFull-time

PostedApr 17, 2026 · 5mo ago

Role brief

Growth Roles summary, based on the employer's posting.

What you'll do

Create, check, and distribute invoices in QuickBooks, then reconcile them against HubSpot each month
Set up and maintain Kantata projects, checking financial details, budgets, compliance, and archival status
Help allocate people and resources while keeping project delivery structures aligned with billing
Improve billing, reporting, and project workflows and help produce insights for operational decisions
Coordinate with Finance, Operations, Project Management, and Delivery teams to keep execution aligned

What you bring

Strong practical QuickBooks experience covering invoicing and reconciliation
Background supporting billing, revenue operations, or other finance-related workflows
Ability to handle substantial deadline-driven workloads with careful financial-data review
Experience with Kantata or comparable PSA software is preferred, alongside familiarity with HubSpot

Who this fits

You’ll suit a detail-focused operator who is comfortable with finance and operations systems, high-volume work, and month-end deadlines. This is an internal-facing, individual contributor role reporting to the Senior Manager of Operations and working across Operations, Finance, and Project Management. The position is permanently remote from the Philippines, with a fixed nine-to-five Eastern Time schedule.

From the employer

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

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

Preferred Experience

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

Core Competencies

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

Nice-to-Haves

Experience with process optimization and automation
Ability to build advanced reporting and insights
Deep system expertise across QuickBooks, HubSpot, and Kantata

What Will Not Work in This Role

Lack of attention to detail leading to financial errors
Poor communication across teams
Resistance to learning or using new systems and tools
Inflexibility in problem-solving approaches
Inability to meet deadlines, especially during month-end close cycles

Team & Culture

Reports to: Senior Manager of Operations
Collaborates with: Operations, Finance, and Project Management teams
Environment: Remote-first, fast-paced, collaborative, and accountability-driven

Success Metrics (KPIs)

Accuracy and speed of project creation in Kantata
Billing accuracy and invoice quality
Month-end close accuracy and timeliness
Reduction in cross-system discrepancies

Additional Details

Internal-facing role (no direct customer interaction)
Replacement hire with immediate need
Growth potential tied to process automation and operational maturity

Benefits

Hireframe provides nearshore and offshore staffing solutions, operating as a remote-first organization with team members located in the United States, Mexico, and the Philippines. Our robust benefits package includes:

Permanent remote work flexibility
Paid Time Off
Health Maintenance Organization (HMO) coverage
Annual performance bonuses
Dedicated coaches offer an extra channel of support and skill-building
Opportunities for professional growth

At Hireframe, we cultivate a supportive environment that fosters professional development and success, ensuring our team members thrive in their careers.

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