Operations Analyst

Precision Door Service; Pequannock Township (NJ); On-site; USD 60,000 - 65,000; Full time

Job summary

Hunter Super Techs - TurnPoint is seeking an Operations Analyst to support daily financial and operational needs. The role emphasizes working with CRM systems like ServiceTitan or Salesforce, managing accounts receivable/payable processes, and coordinating with multiple teams to resolve issues.

The ideal candidate will have 1+ years in business operations or related fields, strong attention to detail, and the ability to handle confidential financial information in a fast-paced environment.

Qualifications

• 1+ years in business operations or similar professional role.
• Experience with ServiceTitan or Salesforce preferred.
• Experience with financial data (billing, invoicing, payments) preferred.
• Basic understanding of AR, AP, GL, invoicing, payments, and reconciliations.
• Experience with QuickBooks preferred.
• Ability to work independently while collaborating with multiple departments.
• Comfortable in a fast-paced environment where priorities can change.

Responsibilities

• Apply, batch, and post daily customer payments in ServiceTitan.
• Perform daily invoice reconciliation in ServiceTitan and follow up on discrepancies.
• Review and tag jobs and communicate with team members to resolve items.
• Contact customers regarding outstanding balances and assist with collections.
• Follow up with technicians regarding outstanding cash and checks.
• Enter financial and operational data into QuickBooks accurately.
• Count and reconcile daily cash and prepare bank deposits.

Skills

Customer service

Detail-oriented

CRM experience

Communication

Tools

ServiceTitan

Salesforce

QuickBooks

Job description

Location: 220 W. Parkway, Suite 9, Pompton Plains, NJ, 07444 Location: Pompton Plains, NJ Employment Type: Full-Time Department: Business Operations / Finance

About the Role

We are looking for an Operations Analyst to join our team and support the day-to-day financial and operational needs. This is a great opportunity for someone who has experience in customer service, commercial support, business operations, administrative coordination, or a similar role and is looking to grow their career. The ideal candidate will have previous experience working in a professional business environment and be comfortable working with CRM or business management software. Experience with ServiceTitan, Salesforce, or another CRM system is preferred. You do not need to be an accountant or an expert in accounting. However, a basic understanding of accounts receivable, accounts payable, general ledger, invoicing, payments, and reconciliations is highly preferred. We are looking for someone who is organized, detailoriented, resourceful, and enjoys researching and solving problems.

Key Responsibilities

• Apply, batch, and post daily customer payments in ServiceTitan.
• Perform daily invoice reconciliation in ServiceTitan and follow up on discrepancies, missing information, and uncompleted jobs.
• Review and tag jobs appropriately and communicate with team members to resolve outstanding items.
• Contact customers regarding outstanding balances and assist with the company's collections process.
• Follow up with technicians and field employees regarding outstanding cash and check payments.
• Apply for and track supplier rebates.
• Enter financial and operational data into QuickBooks accurately and efficiently.
• Count and reconcile daily cash and prepare bank deposits.
• Enter and process vendor bills.
• Research and correct payment issues, investigate discrepancies, and troubleshoot jobs, primarily within ServiceTitan.
• Provide support to Accounts Receivable (AR), Accounts Payable (AP), and General Ledger (GL) functions.
• Serve as a first point of contact for business team members regarding payment, invoice, billing, and operational questions.
• Work closely with operations, technicians, management, customers, vendors, and accounting team members to resolve issues.
• Maintain accurate records and ensure financial and operational information is entered correctly and on time.
• Identify discrepancies or process issues and take ownership of researching and resolving them.

Compensation

$60,000-$65,000 / Annually, depending on experience.

Qualifications

• 1+ years of experience in a business operations, commercial support, customer service, administrative, accounting support, or similar professional role.
• Preferred: Experience using ServiceTitan, Salesforce, or another CRM system.
• Experience working with financial, billing, invoicing, payment, or customer account information is strongly preferred.
• Basic understanding of AR, AP, GL, invoicing, payments, and reconciliations is a plus.
• Experience with QuickBooks is preferred.
• Ability to work independently while also collaborating with multiple departments.
• Comfortable working in a fast-paced environment where priorities can change.
• Ability to handle confidential financial and business information appropriately.

What You'll Bring to the Team

• Accuracy: You catch the details others may miss.
• Problem-Solving: You enjoy researching discrepancies and figuring out what went wrong.
• Communication: You're comfortable working with customers, technicians, vendors, and internal teams.
• Organization: You can manage multiple priorities and keep things moving.