Remote Senior Operations Associate - Billing & HubSpot

Root Financial; États-Unis; À distance; USD 60 000 - 85 000; Plein temps

Avantages offerts par ce poste

Competitive pay

401(k) match

Comprehensive benefits (health/vision/

Remote work

Unlimited PTO

Parental leave

Root Reset Days

Wellness stipend

Résumé du poste

Root Financial is seeking a sharp, detail-driven Senior Operations Associate to join our team. You’ll own request triage, platform administration, and the monthly/quarterly invoicing cycles, ensuring accurate billing and timely responses that support our advisors and clients.

You’ll manage HubSpot workflows, run data cleanups, and oversee onboarding coordination, including document archiving and billing setup, while monitoring emails and calls to keep operations running smoothly behind the

Qualifications

• Experience in financial services operations or back-office support.
• Detail-oriented with a track record of catching errors before they impact clients.
• Strong ability to triage and manage a high-volume queue under deadlines.
• Familiarity with CRMs and custodial tech; experience with HubSpot/related platforms is a plus.

Responsabilités

• Own the first pass on submissions across the internal operations and compliance support queue.
• Maintain HubSpot workflow integrity, run data cleanups, and manage user setup and data updates.
• Coordinate client onboarding steps, including agreement distribution, document archiving, and billing setup.
• Run monthly and quarterly fee invoicing in HubSpot, follow up on past-due accounts, and support billing review cycles.
• Set up client accounts and relationships in Black Diamond and Altruist to support reporting and fee billing.

Connaissances

Operations support

HubSpot

CRM

Data accuracy

Communication

Outils

HubSpot

Black Diamond

Altruist

Description du poste

Root Financial is seeking a sharp, detail-driven Senior Operations Associate to join our team. You’ll own request triage, platform administration, and the monthly/quarterly invoicing cycles, ensuring accurate billing and timely responses that support our advisors and clients.

You’ll manage HubSpot workflows, run data cleanups, and oversee onboarding coordination, including document archiving and billing setup, while monitoring emails and calls to keep operations running smoothly behind the