Account Operations Specialist - Remote

PalmettoRemote - Philippines

Remote Full-time

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Experience Level

Entry Level

Qualifications

Key Qualifications:Strong attention to detail and exceptional organizational skills. Ability to manage multiple tasks efficiently in a fast-paced environment. Proficient in using software tools for documentation and data management. Excellent communication skills, both written and verbal. Experience in operations or customer service is a plus.

About the job

Company Overview

At Palmetto, we are pioneers in the clean technology sector, dedicated to propelling the world towards a sustainable energy future. Our philosophy centers on the belief that consumers deserve the best, achieving their energy goals seamlessly. Our award-winning technology platform equips homeowners, businesses, and entrepreneurs with innovative, scalable solutions for embracing renewable energy. We operate at the nexus of B2B and D2C, delivering software, financial products, and services that drive substantial environmental change while maintaining value. We focus on comprehensive solutions for home electrification, making clean energy accessible to everyone.

Our team is our greatest asset. We cultivate a culture of internal promotion, emphasizing talent growth, career advancement, and meaningful work. Palmetto provides an extensive benefits package, including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more, empowering you to achieve both personal and professional fulfillment. We prioritize people, planet, and profit, supported by a culture that values teamwork, impact, and balance. Join us in shaping a brighter, cleaner world.

Department Overview

Palmetto Capital is a dedicated branch of Palmetto, aiming to democratize the renewable energy and HVAC industries. We offer homeowners financial products that enable them to benefit from solar energy, energy storage systems, and enhanced home efficiency via advanced HVAC technologies. Our mission is to empower solar and HVAC sales professionals and installation companies with access to our proprietary platform, financing options, customer management systems, and quality control measures. Our primary focus is delivering an exceptional experience for our customers and partners, as reflected in our increasing adoption of financial products.

Position Overview

We are on the lookout for a meticulous Account Operations Specialist to assist with processing extension requests, managing queues, and reviewing utility statuses. This role emphasizes execution, validation of documentation, and system updates, operating within established Standard Operating Procedures (SOPs) and escalation protocols. The ideal candidate is detail-oriented, adept at navigating queues, and capable of maintaining high accuracy and adherence to service level agreements (SLAs) in a dynamic work environment.

About Palmetto

Palmetto is at the forefront of clean technology, committed to driving the transition to a sustainable energy future. Our innovative platform enables individuals and businesses to adopt renewable energy solutions seamlessly, ensuring that everyone can access clean energy benefits.

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Operations Specialist I

Palmetto

Full-time|Remote|Remote - Philippines

Company OverviewPalmetto stands at the forefront of clean technology innovation, dedicated to hastening the shift towards a sustainable energy future. We believe in providing our customers with the capability to "have it all," making the transition to clean energy effortless and beneficial. Our award-winning technology platform enables homeowners, businesses…

Mar 26, 2026

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Operations Specialist in Billing & Revenue Operations

hireframe

Full-time|Remote|Remote — Philippines

Role Overview hireframe is looking for a detail-focused Operations Specialist to support billing and revenue operations. This remote position is open to candidates based in the Philippines. What You Will Do Manage billing processes and help maintain accurate financial records Work with teams across the company to improve operational workflows Support revenue operations and contribute to strategies that drive growth Deliver reliable service to both internal teams and external clients Who We’re Looking For Strong attention to detail and a proactive approach to problem solving Comfort working independently in a remote environment Experience with billing, revenue operations, or related financial processes is a plus Collaborative mindset and clear communication skills Location This is a remote role based in the Philippines.

Apr 17, 2026

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Paraplanner, Admin & Operations Specialist

Hunt St

Contract|A$2K/mo - A$3K/mo|Remote|Remote — Metro Manila, Philippines

Location: Remote , Metro Manila, Philippines (Philippines-based candidates only) Role overview The Paraplanner, Admin & Operations Specialist supports the delivery of financial advice by preparing review documents, Statements of Advice (SOAs), Records of Advice (ROAs), and conducting technical research. This role helps ensure client administration processes are efficient and meet high standards. The position is remote, working directly with an Australian financial advisory firm as an independent contractor through Hunt St. What you will do Use AI tools to create, structure, and refine SOAs and ROAs in line with Australian regulations and industry practices. Review AI-generated documents for accuracy, compliance, and relevance before adviser approval. Research investments, insurance, superannuation, and strategies to strengthen advice content. Prepare annual review documents, portfolio reports, and client review packs. Analyze client financial data to develop scenarios and projections that support advice strategies. Ensure all documents comply with frameworks such as AFSL requirements and the Best Interests Duty. Work closely with advisers to refine strategies and accurately capture client goals. About the client The client is an Australian financial advisory firm focused on personalized advice that helps clients make informed, long-term decisions. The team values trust, transparency, and consistent service delivery.

Apr 29, 2026

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Operations Support & Process Specialist - Remote

manilarecruitment

Contract|Remote|Remote — Philippines

Join a distinguished boutique law firm based in the US, known for its sophisticated legal solutions tailored for public and private companies, ultra-high-net-worth individuals, family offices, and aviation-focused businesses. The firm is recognized for its high-touch, relationship-driven approach, underpinned by precision, strategy, and trust.This is an exceptional opportunity to become part of a firm that places a premium on precision, accountability, and operational excellence. Your contributions will empower attorneys to concentrate on their clients by ensuring that the firm’s operations are accurate, efficient, and compliant.The primary focus of this role is execution. You will oversee client intake, billing support, document organization, and operational tracking. As you grow in this position, you will also assist in documenting workflows, maintaining internal process libraries, and supporting structured onboarding and training initiatives. While formal instructional design experience is not required, you must possess strong organizational skills, a process-oriented mindset, and the ability to translate operational workflows into clear documentation. This role is remote and requires availability during Mountain Time (U.S.).This position is a full-time, exclusive independent contractor engagement. It should not be interpreted as an employment agreement.

Apr 10, 2026

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Conversions Operations Specialist

Agency

Full-time|$8/hr - $8/hr|On-site|Philippines

Conversions Operations SpecialistWHO ARE WE LOOKING FOR? We are on the lookout for a talented Conversions Operations Specialist! In this pivotal role, you will support a variety of processes that facilitate the onboarding of conversion plans to our clients’ platform. You will collaborate across multiple departments to enhance the onboarding experience and deliver exceptional service to plan sponsors. WHAT WILL YOU BE DOING? Review and document cash and in-kind asset transfers within the trust accounting system.Collaborate with sub-custodians to settle trades from the booking phase through to settlement for mutual funds, stable value funds, and ETFs.Conduct reconciliations of invested assets and cash activities between the trust accounting system and sub-custodian by designated deadlines. Partner with Implementation Managers and Investment teams to effectively transition new and conversion-qualified plans onto the client’s platform. Coordinate with receiving record keepers for the liquidation and transfer of plan assets from the client’s platform. Update, maintain, and review client data within CRM systems. Ensure effective collaboration with all internal teams to meet anticipated timelines. Assist in creating and maintaining comprehensive operating procedures related to assigned functions. REQUIREMENTS The Necessities Optimistic, flexible, creative, team-oriented, and results-driven individual with strong collaboration skills to work with both internal and external stakeholders. Solid understanding of the trading and settlement processes for mutual funds, stable value funds, and ETFs. Strong numerical aptitude and familiarity with cash and traditional securities reconciliations. A genuine desire for learning and the ability to iterate quickly. Proactive and analytical thinker, capable of problem-solving and proposing effective solutions. Highly organized and dependable with the ability to prioritize tasks and manage client expectations. The Extras Experience with...

Feb 12, 2026

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HR Operations Specialist

keywords-intl1

Full-time|Hybrid|Pasig, Metro Manila, Philippines

Role Overview: The HR Operations Specialist plays a pivotal role in supporting various stakeholders across service lines by contributing to the overall Talent Acquisition strategy and enhancing employer branding. This position is responsible for managing the complete recruitment cycle for Shared Services and providing vital support to the People & Culture (P&C) function. This includes ensuring compliance with labor regulations, governance of policies, and readiness for audits across all HR processes.Duties and Responsibilities:Assist in the execution of strategic HR initiatives aimed at improving recruitment effectiveness company-wide while upholding P&C Labor Compliance.Oversee the entire recruitment process, including sourcing, screening, interviewing, and negotiating offers specifically for roles within Shared Services.Manage and streamline company sourcing and hiring activities, establishing best practices and standardizing recruitment workflows while leveraging metrics to ensure both efficiency and quality of hires across the organization.Ensure a consistent and positive onboarding experience across all service lines using the Workday platform.Facilitate the transition from candidate to employee, ensuring all pre-employment requirements are met for data accuracy.Act as the main point of contact for all internal and external audits affecting HR processes and compliance, collaborating with departments such as Admin, Legal, and Finance.Coordinate with external entities, including vendors, government agencies, third-party auditors, and former employees, to manage HR-related needs and documentation.Perform additional duties as required.Requirements:A minimum of 3 years of experience in Talent Acquisition and HR Operations.Proficient in Workday, applicant tracking systems, and other database applications.Skilled in managing multiple priorities or projects simultaneously.A team player who is results-oriented with exceptional facilitation and communication skills, both verbal and written.Benefits:Great Place to Work certified.Hybrid work setup.Annual Wellness Subsidy.Birthday Leave.Wellbeing Leave.Health Maintenance Organization (HMO) and Life Insurance.

Apr 7, 2026

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Freelance Investment Operations Specialist

Agency

Contract|$6/hr - $6/hr|On-site|Philippines

Investment Operations SpecialistWHO ARE WE LOOKING FOR?We are in search of a dedicated Investment Operations Specialist to join our team on a freelance basis. This pivotal role supports the various processes that facilitate the onboarding of clients onto our platform. You will work collaboratively with internal teams to enhance the onboarding experience and deliver exceptional service to plan sponsors. WHAT WILL YOU BE DOING? Identifying and resolving issues related to potential fund lineupsPreparing Fund Applications for third-party fund companies using client informationCoordinating with Implementation Managers and Investment teams for the successful transition of new and conversion-qualified plans onto the client’s platformUpdating, maintaining, and reviewing client data within CRM systemsCollaborating with internal teams to meet expected timelinesAssisting in the creation and maintenance of written operating procedures related to assigned functions REQUIREMENTS The Necessities A collaborative, optimistic, and flexible mindset with a strong focus on resultsComprehensive understanding of mutual funds, stable value funds, collective investment trusts (CITs), and exchange-traded funds (ETFs)A passion for learning, creating, and effective communicationStrong analytical skills and a proactive approach to problem-solvingA high level of organization and dependabilityAbility to prioritize tasks and manage client expectations The Extras Experience with collaboration, project management, and CRM tools such as Google Workspace, Slack, Salesforce, Zendesk, and JiraGeneral knowledge of ERISA rules and experience with compliance or record-keeping systems (e.g., SunGard Relius, ASC, FIS) Available hours: US Eastern Time (8:30 am - 5:30 pm)Hourly Rate: $6

Feb 12, 2026

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Operations Specialist - HELOC and Liens

EYT Inc.

Full-time|Remote|Metro Manila

This is a fully remote position.Company Mission:We are committed to lowering the cost of capital globally.About EYT Inc.:EYT has developed an innovative credit card supported by a cutting-edge asset-securing platform, allowing us to provide significantly reduced APRs to our customers. Our team comprises seasoned professionals from top tech companies (Microsoft, Google, Facebook) and finance sectors (Nubank, Goldman Sachs, Square, Carta, SoFi). Our seed funding was led by Max Levchin, with our Series A backed by Founders Fund alongside participation from Sequoia, NYCA, and others.Our mission involves creating the world's first fully autonomous asset-securing process, developing state-of-the-art risk models for underwriting, and delivering an exceptionally seamless product experience for consumers to apply for, activate, and manage their credit cards.We are in search of meticulous, driven, and perceptive operations specialists eager to collaborate with intelligent, motivated, and dynamic individuals, contributing to our mission of providing cutting-edge products and exceptional customer service.Cultural Values:1. Intellectual rigor - We engage deeply with our work and strive for thoroughness.2. Minimalism - Our design, code, and processes reflect a streamlined approach.3. Agility - We prioritize swift decision-making and execution, believing that speed enhances quality.

Jan 7, 2026

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Senior HR Operations Specialist

Tarro

Full-time|On-site|Dumaguete

About Us:At Tarro, we empower small brick-and-mortar restaurants by alleviating them from the operational challenges of running their businesses. Our innovative ecosystem connects restaurateurs to their customers seamlessly, offering AI-assisted order taking, delivery solutions, payment processing, and point-of-sale software. We blend technology and human touch to tackle real-world issues faced by small business owners.Our unwavering focus on customer success drives our own achievements. The restaurant sector in the US represents a vast market exceeding $1 trillion, yet technology remains underutilized. While larger chains can invest in costly tech solutions, we believe small restaurant owners deserve equal access to advanced technologies at a reasonable cost.Having been profitable for nearly a decade, we have experienced a remarkable 5x revenue increase in the past four years. Following our last funding round in mid-2022, we reached a valuation of $450 million and have since significantly expanded our customer base, product offerings, and workforce. Thousands of loyal restaurants trust Tarro to help them thrive, collectively serving nearly 20 million customers. We are honored to be recognized as one of Built In’s top companies to work for in 2023.To discover more about our culture, values, and how you can contribute to the success of local restaurants, please visit us here.What We’re Looking For:We are on the lookout for a meticulous and systems-oriented Senior HR Operations Specialist to join our APAC HR Operations team. In this pivotal position, you will manage and enhance key HR processes within our HRIS (BambooHR), including employee lifecycle management, leave administration, and self-service support. You will play a vital role in driving automation and operational improvements that will scale our People programs as we continue to expand.This position is perfect for an individual who comprehends the interconnections between HR systems, processes, and data, and is eager to spearhead structured enhancements across all areas.Your Responsibilities:Oversee the comprehensive processing of employee lifecycle changes in the HRIS and related tools (such as promotions, transfers, exits, and rehires), ensuring coordination with Payroll, IT, and Compliance teams.Initiate and implement process optimizations and automation to enhance HR workflows and increase efficiency.Provide exceptional support for employee inquiries regarding HR processes and systems.

Dec 5, 2025

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Virtual Assistant and Operations Specialist

CrewBloom

Full-time|Remote|Remote — Philippines

Join our dynamic team as a Virtual Assistant and Operations Specialist! We are seeking a meticulous individual who will be instrumental in managing and analyzing data, creating intricate Google Sheets, and enhancing operational workflows to ensure seamless processes.Key Responsibilities:Design, construct, and maintain advanced Google Sheets with interlinked workbooks.Leverage sophisticated formulas such as ARRAYFORMULA, QUERY, REGEX, IMPORTRANGE, FILTER, VLOOKUP/XLOOKUP to manipulate large datasets.Develop dynamic dashboards and reports that facilitate effective data visualization.Enhance the performance of spreadsheets to efficiently handle large data volumes.Support operational tasks to boost team productivity and streamline workflow management.Qualifications:Demonstrated expertise in using advanced Google Sheets.Exceptional attention to detail and strong problem-solving abilities.Proven capacity to work independently in a remote setting.Prior experience as a Virtual Assistant or Operations Support.Excellent proficiency in English communication.Technical and Work Environment Requirements:Internet Connection: Must have a primary connection with a minimum speed of 15 Mbps and a backup connection of at least 10 Mbps, capable of supporting work during outages.Primary Device: Desktop or laptop with at least:Intel Core i5 (8th generation or newer), Intel Core i3 (10th generation or newer), AMD Ryzen 5, or equivalent processors.A minimum of 8 GB RAM.Backup Device: Must meet or exceed the performance of an Intel Core i3 processor and function during power interruptions.A working webcam.A noise-canceling USB headset.A quiet, dedicated home office space.Smartphone for communication and verification purposes.Benefits:Dynamic Team Culture: Experience a vibrant, inclusive, and innovative environment that values your unique contributions and fosters professional growth.Opportunities for Development: Engage in daily learning experiences and innovations to make a significant impact in your field.Career Growth: Unlock a plethora of possibilities and resources to advance your career.

Dec 9, 2025

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Project Operations Specialist

onlyexperts

Full-time|Remote|Remote — Philippines

Join Our Team as a Project Operations Specialist!Are you a detail-oriented professional with a knack for project operations? We are seeking a Project Operations Specialist to support our Corporate and Construction teams in various accounting and compliance tasks. This is a remote position based in the Philippines.Key Responsibilities:Accounting Support:Onboard new vendors to streamline support for our teams.Oversee the PO Request Responses Form and collaborate with the Finance team for accurate GL coding.Process purchase order requests in NetSuite twice a week.Ensure all PO requests are accompanied by necessary documentation, such as subcontractor agreements and proposals.Post-ACC Budget Management:Engage in the contract workflow after project budgets are uploaded to Autodesk Cloud Construction (ACC).Handle related POs in NetSuite.Invoice Management:Participate in the invoice approval workflow within ACC.Generate and submit finalized PDF invoices for processing to purchasing@samara.com.Compliance Monitoring:Collect and verify certificates of insurance from subcontractors and consultants to ensure compliance with coverage limits.Assist in requesting Certificates of Insurance from carriers as needed for permitting.Support the acquisition of necessary business licenses.

Jun 28, 2025

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IT Infrastructure and Operations Specialist (Hybrid) | Makati

tasq-work

Full-time|Hybrid|Makati City, Metro Manila, Philippines

Work Setup: Hybrid (3 days onsite and 2 days remote) | MakatiWe are looking for a dynamic and dedicated IT Infrastructure and Operations Specialist to join our technology team. In this pivotal role, you will oversee the implementation, maintenance, and support of our vital IT infrastructure. Your technical expertise will guarantee the stability, performance, and security of our server, network, and cloud environments, forming a robust foundation for the organization. If you're a proactive problem-solver who excels in a fast-paced environment and is enthusiastic about ensuring critical systems operate seamlessly, we want to hear from you!

Apr 14, 2026

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RTR Specialist - Cash Operations

AECOM

Full-time|On-site|Taguig City

We are seeking a dedicated and detail-oriented RTR Specialist to join our Cash Operations team. In this role, you will be responsible for managing accounts receivable and cash management functions, ensuring accuracy and compliance with financial policies. You will collaborate with various departments to streamline processes and enhance operational efficiency.

Apr 7, 2026

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Sales & Marketing Operations Specialist - HubSpot Expertise

hireframe

Full-time|Remote|Remote — Philippines

Join our dynamic team at hireframe as a Sales & Marketing Operations Specialist, where you will take charge of optimizing our HubSpot CRM across various functions including Marketing, Sales, and Customer Success. As the foremost HubSpot authority, your expertise will ensure that our platform operates seamlessly, enabling teams to achieve their objectives more swiftly.Key Responsibilities:Oversee the administration of HubSpot (CRM, Marketing Hub, Sales Hub, Service Hub) to maintain optimal performance.Design and implement workflows, automations, and lead routing/enrichment strategies to ensure accurate data distribution.Configure and manage pipelines, deal stages, and notifications to enhance sales efficiency.Develop comprehensive dashboards and reports providing leadership with insights into critical KPIs.Handle marketing workflows and newsletters, focusing on segmentation, template quality, and delivery success.Ensure CRM data integrity and keep lifecycle stages regularly updated.Integrate HubSpot with other essential tools, including Aircall, LinkedIn, and ZoomInfo.Provide training and onboarding for team members to maximize their HubSpot usage.

Sep 23, 2025

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Fluent Dutch Administration & Operations Specialist | Remote

SupportYourApp

Full-time|Remote|Remote — Metro Manila, Philippines

SupportYourApp is seeking an Administration & Operations Specialist who speaks fluent Dutch to join its remote team in Metro Manila, Philippines. This position focuses on a blend of administrative and operational duties, supporting both internal colleagues and external clients in a multicultural, multilingual environment. The company serves technology leaders and values a People First approach, offering team members the chance to build new skills within a growing SaaS business. Main Responsibilities Prepare and process accurate sales invoices, and assist with accounting-related administrative tasks. Follow up on accounts receivable, including communicating with customers about invoices, payments, and contracts. Verify customer orders, ensuring all details are correctly entered into internal systems. Keep customers informed about file statuses, orders, and ongoing administrative matters. Enter, update, and manage sales contracts in the database, maintaining high standards of data quality. Handle a variety of administrative tasks such as reception support, phone management, and general office duties. Support daily operational activities and contribute to the completion of internal projects. Facilitate clear communication between internal teams and clients to improve service and satisfaction. Maintain organized documentation and administrative records, ensuring deadlines and follow-ups are met. Role Highlights Remote position based in Metro Manila, Philippines. Work closely with a diverse, international team. Opportunities to develop skills in administration, operations, and client service within a SaaS company.

Apr 27, 2026

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HR & Recruitment Specialist for Faith-Based Schools

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Full-time|Remote|Remote — Philippines

Job Title: HR & Recruitment Specialist (Faith-Based Schools)Job Description:The HR & Recruitment Specialist will spearhead the strategic recruitment, evaluation, and placement of highly qualified Title I instructors within Jewish and Catholic educational institutions. This position demands a profound understanding of the values and traditions upheld by faith-based schools, coupled with an exceptional ability to identify candidates who resonate with conservative and culturally suitable environments. The ideal candidate will exhibit a proactive mindset, meticulous attention to detail, and a steadfast commitment to preserving the integrity of school culture matchups while ensuring a seamless hiring process.Key Responsibilities:Recruitment and Outreach Formulate and execute innovative recruitment strategies aimed at attracting Title I instructors who are aligned with Jewish, Catholic, and conservative educational values. Oversee job postings and recruitment channels across platforms such as Indeed and specialized faith-based job boards. Proactively source and engage candidates through direct outreach, evaluating their compatibility with cultural and educational standards. Establish and foster connections with universities, job fairs, and networks that support nonprofit and faith-based education. Candidate Evaluation & Interviewing Conduct initial interviews to evaluate teaching credentials, cultural fit, and potential school placements. Review resumes and backgrounds to confirm candidates meet the standards of religious school environments. Maintain detailed records of interview insights and candidate evaluations for leadership review. Hiring & Onboarding Coordinate background checks, fingerprinting, and reference verification processes for incoming hires. Collaborate with internal teams to finalize employment terms, inclusive of compensation and school assignments. Submit candidate profiles for offer letter generation and onboarding documentation. Apply cultural insight and professional judgment to ensure effective candidate-school matching based on teaching style and values. Maintain consistent communication with school leadership to facilitate smooth onboarding and staff integration. General Human Resources Support Address HR-related concerns, staffing challenges, and personnel issues as necessary. Engage in team meetings, strategy sessions, and town halls to align recruitment efforts with institutional objectives. Assist in refining HR policies and cultural training programs to enhance candidate readiness and school satisfaction.

May 29, 2025

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Operations Specialist with a Focus on Programming & AI

CrewBloom

Full-time|Remote|Remote — Philippines

As an Operations Specialist at CrewBloom, you'll utilize your advanced technical skills to enhance internal processes and deliver cutting-edge solutions within our Operations Department. This pivotal role merges programming proficiency with expertise in AI and machine learning, aimed at driving operational efficiency, automating workflows, and supporting data-driven decision-making.Key Responsibilities:Design, implement, and sustain programming solutions that refine operational processes.Utilize AI and Machine Learning principles to address business challenges including process automation, data analysis, and workflow enhancement.Engage with cross-functional teams to grasp technical requirements and provide robust, scalable software solutions.Oversee and upgrade existing operational systems, tools, and software to maintain reliability and efficiency.Examine operational data and performance metrics to pinpoint areas for technical enhancement.Document solutions, processes, and technical procedures to facilitate team knowledge sharing.

Dec 8, 2025

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Account Operations Specialist - Remote

Palmetto

Full-time|Remote|Remote - Philippines

Company OverviewAt Palmetto, we are pioneers in the clean technology sector, dedicated to propelling the world towards a sustainable energy future. Our philosophy centers on the belief that consumers deserve the best—achieving their energy goals seamlessly. Our award-winning technology platform equips homeowners, businesses, and entrepreneurs with innovative, scalable solutions for embracing renewable energy. We operate at the nexus of B2B and D2C, delivering software, financial products, and services that drive substantial environmental change while maintaining value. We focus on comprehensive solutions for home electrification, making clean energy accessible to everyone.Our team is our greatest asset. We cultivate a culture of internal promotion, emphasizing talent growth, career advancement, and meaningful work. Palmetto provides an extensive benefits package, including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more—empowering you to achieve both personal and professional fulfillment. We prioritize people, planet, and profit, supported by a culture that values teamwork, impact, and balance. Join us in shaping a brighter, cleaner world.Department OverviewPalmetto Capital is a dedicated branch of Palmetto, aiming to democratize the renewable energy and HVAC industries. We offer homeowners financial products that enable them to benefit from solar energy, energy storage systems, and enhanced home efficiency via advanced HVAC technologies. Our mission is to empower solar and HVAC sales professionals and installation companies with access to our proprietary platform, financing options, customer management systems, and quality control measures. Our primary focus is delivering an exceptional experience for our customers and partners, as reflected in our increasing adoption of financial products.Position OverviewWe are on the lookout for a meticulous Account Operations Specialist to assist with processing extension requests, managing queues, and reviewing utility statuses. This role emphasizes execution, validation of documentation, and system updates—operating within established Standard Operating Procedures (SOPs) and escalation protocols. The ideal candidate is detail-oriented, adept at navigating queues, and capable of maintaining high accuracy and adherence to service level agreements (SLAs) in a dynamic work environment.

Feb 18, 2026

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Revenue Operations Systems Specialist

Hireframe

Full-time|Remote|Remote — Philippines

Join our dynamic team as a Revenue Operations Systems Specialist, where your attention to detail will be crucial in enhancing our Sales and Marketing operations. As the internal expert on CRM platforms, mainly HubSpot and Salesforce, you will ensure data integrity, streamline automation processes, implement system improvements, and provide daily support.In this role, you will be a vital triage and hot-fix resource, addressing immediate system needs while collaborating on larger strategic projects. We are looking for a seasoned professional who thrives in a startup environment, is self-motivated, and is adept at navigating fast-paced settings with little oversight.

Feb 25, 2026

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Client Operations Specialist - Remote

hirehawk

Full-time|$1.6K/yr - $2K/yr|Remote|Remote — Pretoria, Gauteng, South Africa

Job Type: Full-time, long-term contractorWorkplace: RemoteSchedule: Full-time, aligned with U.S. business hours (Pacific Time Zone)Compensation: $1600 - $2000 USDJoin our esteemed boutique wealth management firm as a Client Operations Specialist, where you will play a pivotal role in supporting our financial advisors and ensuring seamless operations. Your responsibilities will include managing client inquiries, overseeing account administration, and navigating custodial processes with industry leaders such as Charles Schwab and Fidelity. As the primary point of contact for service requests, you will uphold compliance standards while fostering relationships in a collaborative, high-touch environment with engaged clients. This position is ideally suited for candidates with a solid background in financial planning or Registered Investment Advisors (RIA).We are looking for a detail-oriented professional with outstanding communication and organizational skills who thrives in fast-paced, service-oriented settings. The ideal candidate should possess strong problem-solving capabilities, effectively resolving client and operational challenges while maintaining clear communication with advisors, custodians, and other internal stakeholders.Your key responsibilities will include:• Acting as the main contact for client service and operational inquiries, addressing questions related to accounts, paperwork, and custodial processes.• Processing and managing account openings, transfers, maintenance requests, and cash movements to ensure a seamless client experience.• Supporting financial advisors with account administration and client follow-ups to enhance service delivery.• Collaborating with custodians to efficiently resolve issues and maintain operational excellence.• Keeping accurate records and ensuring compliance standards are upheld while delivering polished and professional client service.

Feb 3, 2026

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