Operations Analyst: Cash Flow & CRM Ops Specialist

Precision Door Services I

New Jersey

On-site

USD 60,000 - 65,000

Full time

3 days ago

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Job summary

Precision Door Services I is seeking an Operations Analyst in Pompton Plains, NJ to support daily financial and operational needs. The role emphasizes CRM-based payments, AR/AP tasks, and collaboration across departments.

The ideal candidate has 1+ year in business operations or similar roles, with familiarity in ServiceTitan or Salesforce, basic GL/invoicing knowledge, and a detail-oriented, problem-solving approach. Full-time on-site position with competitive compensation.

Qualifications

1+ years of experience in a business operations, commercial support, customer service, administrative, accounting support, or similar professional role.
Experience using CRM systems such as ServiceTitan or Salesforce preferred.
Basic understanding of accounts receivable, accounts payable, general ledger, invoicing, payments, and reconciliations a plus.

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.