Business Operations Specialist

Symetri; Tulsa (OK); Remote; USD 60,000 - 76,000; Full time

Benefits offered by this job

Group health insurance

401(k) with company match

Paid holidays

Flexible time off

Disability coverage

Job summary

Symetri is seeking a Business Operations Specialist for a fully remote role in the United States. The position focuses on sales order processing, billing execution, and finance operations support, coordinating with Sales, Finance, and Accounts Receivable to ensure accurate and timely processing of orders and revenue recognition.

The role requires strong MS Office skills, excellent communication, meticulous attention to detail, and the ability to work across departments to maintain financial

Qualifications

• Must have high proficiency with Microsoft Office and data entry.
• Ability to collaborate with Sales, Finance, and AR.
• Strong communication and professional presentation.
• Bachelor’s degree preferred.

Responsibilities

• Process sales orders and verify pending orders daily.
• Create and issue customer invoices and manage billing.
• Coordinate with Finance for revenue recognition and cost allocation.
• Process MYA billings and project billing for fixed-price work.
• Handle RMAs and issue credit memos; process Paystand payments.
• Support accounts receivable and resolve payment discrepancies.
• Monthly tasks include EOM billing and T&M billing.
• Ensure orders are fully processed and invoiced by the second business day of the following month.

Skills

Microsoft Office

Cross-functional collaboration

Attention to detail

Customer service

Communication skills

Time management

Education

Bachelor's degree preferred

Tools

NetSuite

Job description

SYMETRI

Symetri combines technology and business process consulting to help firms plan, design, build, and operate land and buildings more effectively. Our solutions support the entire project lifecycle, from planning and design to construction and operations. We help clients use technology in innovative ways to build a better world. At Symetri, you'll work with a collaborative team that values transparency, continuous learning, and the courage to drive meaningful change.

This is a fully remote position.

ROLE

Business Operations Specialist

The Business Operations Specialist plays a critical role in managing sales order processing, billing execution, and finance operations support. This role ensures the accurate and timely processing of orders, alignment of billing with project milestones, and compliance with revenue recognition and cost allocation practices. The specialist works cross-functionally with Sales, Finance, and Accounts Receivable to support business continuity and operational accuracy.

RESPONSIBILITIES

Daily

• Order Processing
• Verify and process pending sales orders.
• Create and fulfill purchase orders.
• Generate contracts in the CRM.
• Create and issue customer invoices.
• Billing
• Process MYA (Multi-Year Agreement) billings.
• Manage project billing for fixed-price services.
• Process Customer RMAs and issue customer credit memos.
• Process Paystand payments.
• Finance Support
• Process software fulfillments and receipts to ensure appropriate amortization and cost recognition in the correct financial period.
• Collaborate with Accounts Receivable to research customer payment discrepancies, order-related questions, and prepayment inquiries.

Weekly

• Channel Rewards Reconciliation
• Review all agency transactions in NetSuite to reconcile clawbacks, returns, and non-qualifying orders.
• Work with Sales to investigate non-qualifying orders and submit Autodesk support cases for commission reviews and appeals.

Monthly

• End-of-Month (EOM) Billing
• Execute Time & Materials (T&M) billing for project work.
• Process billing for 15th Service Contracts.
• Manage miscellaneous expense billing (e.g., cost-sharing, project-related expenses).
• Close Finance Support
• Review and correct non-compliant revenue arrangements in collaboration with the Finance team.
• Ensure all orders are fully processed, fulfilled, and invoiced by the second business day of the following month to meet financial reporting deadlines.
• Other duties as assigned

REQUIREMENTS

• High level of proficiency with Microsoft applications
• Ability to interact with all levels of an organization
• Ability to keep composure under pressure and represent the company professionally
• Strong attention to detail
• Willingness to learn and adopt new technologies
• Excellent verbal and written communication skills and the ability to communicate effectively in writing and speech
• Collaboration and interpersonal skills
• Enjoys helping others
• Excellent customer service skills and the ability to build and maintain professional relationships
• Bachelor's degree preferred

BENEFITS & PERKS

• Generous and flexible time off (FTO), plus eight paid holidays
• Company-sponsored benefits include:
  • Group health insurance with nominal employee contribution
  • Employer-paid short- and long-term disability coverage
  • Access to optional benefits through a cafeteria plan, including dental, vision, life insurance, wellness reimbursement program, and other supplemental benefits
  • Employer match of employee HSA contributions, dollar-for-dollar up to the IRS limit
• 401(k) with company match of up to 4% of base salary

*Our company is currently unable to sponsor work visas. Candidates must be legally authorized to work in the United States without sponsorship.

Symetri is an Equal Opportunity Employer as to all protected groups, including protected veterans and individuals with disabilities. We embrace diversity and are committed to creating an inclusive environment for all employees.