Operations Coordinator

Creative Financial Staffing, LLC; Houston (TX); On-site; USD 75,000 - 80,000; Full time

Job summary

Creative Financial Staffing, LLC is seeking an Operations Coordinator in Houston, TX to support treasury, contracts, and daily operations. You will maintain Salesforce records, coordinate contracts, and assist with banking documentation and forecasting.

The role requires a Bachelor’s degree and strong Excel/Microsoft Office skills, with Salesforce/CRM experience preferred and oil & gas exposure a plus.

Qualifications

• Bachelor's degree required.
• Strong Excel and Microsoft Office skills.
• Salesforce or CRM experience preferred.
• Oil & gas experience is a plus.

Responsibilities

• Maintain customer and contract records in Salesforce.
• Coordinate contract preparation and execution.
• Support ACH/wire setup and banking documentation.
• Assist with letters of credit and credit forecasting.
• Maintain financial and contract records for compliance.

Skills

Excel

Microsoft Office

Oil & gas experience

CRM experience

Education

Bachelor's degree

Tools

Salesforce or CRM

Job description

Operations Coordinator
Salary: $75K-$80K + Bonus

Why This Opportunity Stands Out:

• Gain experience across treasury, finance, contracts, and operations.
• Work with accounting, commercial, and customer-facing teams.
• Build skills in banking, customer onboarding, and financial processes.
• Develop expertise with Salesforce, Excel, and financial systems.
• Take on a visible role supporting key business operations.

Key Responsibilities for the Operations Coordinator:

• Maintain customer and contract records in Salesforce.
• Coordinate contract preparation and execution.
• Support ACH/wire setup and banking documentation.
• Assist with letters of credit and credit forecasting.
• Maintain financial and contract records for compliance.

Qualifications for the Operations Coordinator:

• Bachelor’s degree required.
• Strong Excel and Microsoft Office skills.
• Salesforce or CRM experience preferred.
• Oil & gas experience is a plus.

#OperationsCoordinator #AccountingJobs #FinanceJobs #LI-MG2 #INSEP2026