Operations Associate

Agent; México; A distancia; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A dynamic fire safety company seeks a detail-oriented Operations Associate to manage customer lifecycle tasks, from quote generation to invoicing. The ideal candidate will ensure financial processing accuracy, support operational needs, and communicate effectively with clients in English and Spanish. The position offers an opportunity to grow within a collaborative, tech-savvy work environment.

Servicios

Collaborative and innovation-driven work culture

Continuous learning and process improvement emphasis

Opportunity to grow with a dynamic small business

Formación

• Requires bilingual proficiency in English and Spanish.
• Previous experience with financial software, especially QuickBooks.
• Strong communication, organizational, and problem-solving skills.

Responsabilidades

• Generate quotes using software, manage quotes and invoices.
• Coordinate with operations team for job scheduling.
• Assist with client communication and operational efficiency.

Conocimientos

Bilingual proficiency in English and Spanish

Problem-solving

Attention to detail

Organizational skills

Strong communication skills

Adaptability to technology tools

Educación

Bachelor’s degree or equivalent professional experience

Herramientas

QuickBooks

ServiceTrade

Descripción del empleo

Job Title: Operations Associate

Type: Full-time Remote Contractor

Working Hours: 9 AM - 5 PM CST

Compensation: $1,500-$2,000 per month (salary based on assessment)

Location: LATAM

About the Client

We are a dynamic fire safety company based in Texas, specializing in fire protection construction, inspections, repairs, and retrofitting. The company serves commercial and construction clients, leveraging technology to streamline operations.

About the Role

We are seeking a detail-oriented, proactive Operations Associate to support our business operations. The ideal candidate will manage the entire customer lifecycle from quote generation to invoice collection, working closely with the CEO to optimize our financial processes and operations.

Responsibilities:

Quote Management

• Generate professional quotes using ServiceTrade software

• Research and prepare accurate pricing for fire protection services

• Track quote approvals and follow up with potential clients

• Maintain organized quote tracking system

Invoicing and Financial Processing

• Create and manage invoices in QuickBooks and Service Trade, their field service management software

• Ensure accurate financial coding and documentation

• Process payment links and track accounts receivable

• Submit compliance reports to relevant industry portals

Operational Support

• Coordinate with operations team on job scheduling

• Communicate with internal teams and clients in English and Spanish

• Assist with basic scheduling and client communication

• Utilize technology tools to improve operational efficiency

Requirements

Skills & Qualifications

• Bilingual proficiency in English and Spanish

• Problem-solving and self-motivated attitude

• High attention to detail and organizational skills

• Strong communication skills, both written and verbal

• Experience with financial software (QuickBooks preferred)

• Proficiency in technology tools and quick adaptability

• Basic data management experience

• Bachelor’s degree or equivalent professional experience

Technical Proficiencies

• QuickBooks

• ServiceTrade or similar field service management tools (preferred)

• Familiarity with tools like ChatGPT, Bitly, and general productivity software

Preferred Background

• Experience in operations, business administration, or a related field

• Familiarity with field service management software

• Strong organizational and multitasking capabilities

What’s in it for You?

• Collaborative and innovation-driven work culture

• Emphasis on continuous learning and process improvement

• Opportunity to grow with a tech-savvy, dynamic small business