Profitability Operations Coordinator in Colombia

hace 1 semana

Desde casa, Colombia Accountally A tiempo completo

About Accountally

Accountally is a modern bookkeeping and financial operations firm. We combine monthly bookkeeping with profitability analysis, helping businesses uncover cost savings across areas like payroll, insurance, and vendor spend. As this offering scales, our success depends on how fast and cleanly we can move from insight to action.

The Role

We are hiring a Profitability Operations Coordinator to run the backend execution of our profitability analysis workflow. Once a client-facing team member identifies savings opportunities, you will own the next steps: coordinating with partners, managing follow-ups, and ensuring clean, organized outputs are delivered to the internal team.

This is primarily a backend role; you will not be selling to clients, but you will communicate frequently with internal teams and external partners.

What You'll Be Doing

  • Workflow Execution: Take completed profitability findings and prepare structured requests for partners regarding payroll, insurance, and other vendors.
  • Communication & Follow-Ups: Communicate with partners via email and Slack to request quotes and timelines, proactively following up to prevent delays.
  • Internal Coordination: Organize partner responses into clean summaries and ensure all materials are ready for client delivery.
  • Process Improvement: Maintain checklists for each account and identify bottlenecks to help refine our workflows.

Requirements

  • CRM Experience: Required knowledge in a Sales CRM (specifically HubSpot, Salesforce, or similar).
  • Experience: 2+ years in operations, sales support, account coordination, or similar roles.
  • Language: Strong written and verbal English skills.
  • Skills: Highly organized with strong attention to detail and the ability to manage multiple deadlines.
  • Mindset: Proactive with a strong follow-up discipline.

Nice to Have

  • Background in BPO, SaaS, or professional services.
  • Light sales experience or familiarity with sales workflows.
  • Exposure to payroll, insurance, or financial services workflows.

Job Type: Full-time

Expected hours: 40 per week

Work Location: Remote

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