Growth-Focused Operations Specialist

Lead Gear B2B Marketing; Plano (TX); On-site; USD 55,000 - 78,000; Full time

Job summary

Lead Gear in Plano seeks a Business Operations Coordinator to partner with leadership across finance, HR, sales administration, and reporting. You will manage time tracking, project billing, CRM data, and executive dashboards, ensuring accuracy and timely updates.

You will streamline processes, prepare KPI reports from QuickBooks and PM tools, support onboarding, payroll, invoicing, tax filings, and maintain compliant records while safeguarding confidentiality and organizational discipline.

Qualifications

• Bachelor's degree in business administration, operations, or a related field.
• 3–5 years of experience in an operations, office management, or administrative role with demonstrated responsibility across multiple functions.
• Hands-on experience with accounts receivable, invoicing, payroll support, and sales tax compliance is preferred.

Responsibilities

• Compile, maintain, and present KPI dashboards and executive reports by pulling data from QuickBooks, CRM, project management tools, and time tracking systems.
• Administer CRM data integrity and user adoption across the full sales pipeline and generate reporting for leadership.
• Coordinate proposals, contracts, and sales materials; schedule client meetings and track follow-up activities.
• Support adoption and documentation of AI tools and workflows to automate processes.
• Maintain accurate time entries and support project billing reconciliation; ensure system documentation is current.

Skills

Analytical thinking

CRM data management

Cross-functional collaboration

Education

Bachelor's degree in business administration, operations, or related field

3–5 years of operations/administrative experience

Tools

QuickBooks

CRM systems

Project management tools

Time tracking systems

Job description

Lead Gear in Plano seeks a Business Operations Coordinator to partner with leadership across finance, HR, sales administration, and reporting. You will manage time tracking, project billing, CRM data, and executive dashboards, ensuring accuracy and timely updates.

You will streamline processes, prepare KPI reports from QuickBooks and PM tools, support onboarding, payroll, invoicing, tax filings, and maintain compliant records while safeguarding confidentiality and organizational discipline.