Business Operations Coordinator (CRM, Billing, Scheduling, Excel) – Remote | EST Hours
Position Type: Full-Time, Remote Working Hours: U.S. Business Hours (EST Required)
About the Role
We’re hiring a Business Operations Coordinator to own the day-to-day execution layer of the business — across systems, billing, scheduling, and client coordination.
This is a hands-on, execution-focused role. You will not be managing strategy — you will be ensuring:
Data is accurate
Invoices are correct
Schedules are clean
Nothing falls through the cracks
If you’re someone who thrives on: 👉 structure, organization, and getting things right the first time
This role is a strong fit.
What You’ll Own
Core Operations Execution
Maintain daily workflows across operations
Support the Owner with execution-heavy tasks
Identify inefficiencies and flag issues early
Systems & Data Management (Critical)
Maintain CRM and operational systems with clean, accurate data
Manage records across:
Excel / Google Sheets
OneDrive
CompanyCam
Ensure consistency across systems to avoid:
Billing errors
Reporting issues
Operational gaps
Invoicing & Billing Coordination
Process invoices accurately based on completed work
Track and follow up on outstanding payments
Maintain clean AR records
Coordinate with accounting for documentation and reconciliation
Crew Scheduling & Job Tracking
Monitor schedules using:
Aspire
Azuga
Identify:
Scheduling conflicts
Time discrepancies
Job delays
Ensure accurate time tracking for:
Payroll
Job costing
Lead & Client Pipeline Management
Manage inbound leads and client communication
Update CRM consistently (no stale pipelines)
Track follow-ups and ensure zero missed responses
Reporting, Documentation & Research
Prepare:
Reports
Proposals
RFP responses
Conduct:
Vendor research
Pricing comparisons
Contract research
Maintain organized documentation
Communication & Admin Support
Manage Owner’s:
Email
Microsoft Teams communication
Respond to routine items
Escalate priority issues quickly
Keep communication organized and structured
What Makes You a Strong Fit
You are detail-obsessed — errors bother you
You thrive in structured, system-driven environments
You don’t wait for instructions — you take ownership
You can manage multiple workflows without losing accuracy
Required Experience & Skills
Experience in:
Operations coordination
Admin support
Billing / invoicing
Strong proficiency in:
Microsoft Excel
Outlook
Word
Teams
OneDrive
CRM experience (any system; Aspire is a plus)
Strong written communication (email-heavy role)
Nice to Have (High-Quality Candidates)
Experience with:
Aspire
Azuga
Background in:
Field service businesses
Construction / landscaping / operations-heavy industries
Experience with:
Payroll coordination
Job costing
AR follow-ups
What a Typical Day Looks Like
Update CRM and operational records
Process invoices and track payments
Monitor schedules and job progress
Respond to client inquiries and manage follow-ups
Support Owner with admin and operational tasks
Prepare reports and maintain documentation
In short: You ensure the business runs clean, organized, and error-free.
Key Metrics (KPIs)
CRM and system accuracy (no outdated data)
Error-free invoicing and billing
Clean scheduling and time tracking
Zero missed client follow-ups
Proactive issue identification
Leadership confidence in operational reliability
Operational Environment (Important)
This role is:
Execution-heavy
Systems-driven
Detail-critical
You will have:
Clear workflows
Direct access to the Owner
Defined expectations
You are responsible for:
Accuracy
Consistency
Follow-through
Why This Role Stands Out
High ownership across operations
Direct impact on business performance
Clear expectations (no ambiguity)
Opportunity to grow into Operations Manager / Chief of Staff-type role
Interview Process
Initial Screening Call
Operations / Systems-Focused Interview
Practical Task (workflow or scenario)
Final Interview
Internal Review & Offer
Apply Now
If you:
Are extremely organized
Care about accuracy and systems
Can manage multiple moving parts without dropping details
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