Operations Lead - Muntinlupa, Metro Manila

What we do 🪵

Our mission is to empower building materials suppliers with great technology. There are over $1,000,000,000,000 of building materials bought in the US every year, and many of these transactions happen in on-prem point-of-sale systems. We want to bring these transactions online, enabling better experiences for contractors and homeowners alike.

Key Responsibilities 📋

A. Recruiting

• 📌 Candidate Sourcing: Utilize LinkedIn to source candidates based on feedback from the hiring manager.

• 📋 Application Review: Screen applications, filtering candidates for rejection or progression according to hiring manager input.

B. Finance

• 💻 Financial Modeling: Update the company’s operating plan weekly.

• 📊 Bookkeeping: Manage transactions and deliver monthly financial statements (P&L, Balance Sheet, and Cash Flow).

• 💰 Receivables Management: Ensure accounts receivable (AR) is below 5% of ARR by collecting overdue SaaS payments.

  • Maintain near-zero overdue amounts (61+ days) on the AR Aging Report.

• 📝 Payables: Ensure all bills are paid promptly and strategically:

• ⚠️ Flag anomalies, negotiate terms, and optimize payments for rewards/rebates

• 🧾 Reimbursements and Mileage: Process employee reimbursements and mileage claims.
  ⚡ Disputes: Handle client payment disputes:

  • Identify clients and sales linked to disputes.

  • Recover funds and communicate outcomes to clients.

  • Maintain records and notes in Stripe.

C. Client Success

• ✅ Compliance: Keep Stripe Connected Accounts “Restricted Soon” at zero by following up with clients weekly.

• 📄 Reports: Deliver recurring reports to clients based on their required cadence.

D. Sales & Marketing

• 📂 Salesforce Data Management: Update and maintain Salesforce records as directed by Account Executives (AEs).

  • Example: Add Ace Hardware contacts to Salesforce accounts.

• ✍️ Client Success Stories: Interview live clients, draft success stories, and publish them on the website.

• 📢 LinkedIn Engagement: Publish weekly LinkedIn posts on go-lives, tagging clients, AEs, and including photos.

• 🌐 Google Ads: Manage and optimize Google AdWords campaigns.

E. Human Resources (HR)

• 🧮 Payroll Compliance: Ensure compliance with all state and local payroll tax regulations. Maintain accurate records.

• 📈 Commissions Management: Calculate and process monthly commissions after securing AE approval.

• 👩‍💼 Employee Support: Address employee questions related to benefits and payroll, escalating as necessary.

F. Virtual Assistant Tasks

• 📧 Email Management: Organize and respond to emails, flagging high-priority items.

• 📆 Calendar Coordination: Schedule meetings and appointments, ensuring no conflicts.

• 📝 Document Preparation: Draft, edit, and format documents or presentations.

• 🔍 …