[Hiring] Business Operations Specialist @Symetri

Role Description

The Business Operations Specialist plays a critical role in managing sales order processing, billing execution, and finance operations support. This role ensures the accurate and timely processing of orders, alignment of billing with project milestones, and compliance with revenue recognition and cost allocation practices. The specialist works cross-functionally with Sales, Finance, and Accounts Receivable to support business continuity and operational accuracy.

Responsibilities

• Daily
  • Verify and process pending sales orders.
  • Create and fulfill purchase orders.
  • Generate contracts in the CRM.
  • Create and issue customer invoices.
• Billing
  • Process MYA (Multi-Year Agreement) billings.
  • Manage project billing for fixed-price services.
  • Process Customer RMAs and issue customer credit memos.
  • Process Paystand payments.
• Finance Support
  • Process software fulfillments and receipts to ensure appropriate amortization and cost recognition in the correct financial period.
  • Collaborate with Accounts Receivable to research customer payment discrepancies, order-related questions, and prepayment inquiries.
• Weekly
  • Review all agency transactions in NetSuite to reconcile clawbacks, returns, and non-qualifying orders.
  • Work with Sales to investigate non-qualifying orders and submit Autodesk support cases for commission reviews and appeals.
• Monthly
  • Execute Time & Materials (T&M) billing for project work.
  • Process billing for 15th Service Contracts.
  • Manage miscellaneous expense billing (e.g., cost-sharing, project-related expenses).
  • Review and correct non-compliant revenue arrangements in collaboration with the Finance team.
  • Ensure all orders are fully processed, fulfilled, and invoiced by the second business day of the following month to meet financial reporting deadlines.
• Other duties as assigned.

Requirements

• High level of proficiency with Microsoft applications.
• Ability to interact with all levels of an organization.
• Ability to keep composure under pressure and represent the company professionally.
• Strong attention to detail.
• Willingness to learn and adopt new technologies.
• Excellent verbal and written communication skills and the ability to communicate effectively in writing and speech.
• Collaboration and interpersonal skills.
• Enjoys helping others.
• Excellent customer service skills and the ability to build and maintain professional relationships.
• Bachelor's degree preferred.

Benefits

• Generous and flexible time off (FTO), plus eight paid holidays.
• Company-sponsored benefits include:
  • Group health insurance with nominal employee contribution.
  • Employer-paid short- and long-term disability coverage.
  • Access to optional benefits through a cafeteria plan, including dental, vision, life insurance, wellness reimbursement program, and other supplemental benefits.
  • Employer match of employee HSA contributions, dollar-for-dollar up to the IRS limit.
  • 401(k) with company match of up to 4% of base salary.