Business Operations Coordinator

Posted 2 Days Ago
Hiring Remotely in Houston, TX, USA
In-Office or Remote
60K-85K Annually
Mid level
AdTech • Marketing Tech
The Role
Execute day-to-day finance, HR, and operations processes including cash, AP/AR, payroll and benefits administration, HR onboarding/offboarding, vendor management, time-tracking review, reporting, and monthly close coordination.
Summary Generated by Built In

CGM is hiring a Business Operations Coordinator to execute the day-to-day Finance, HR, and Operations processes that keep the agency running. This is a hands-on execution role: you will run documented systems accurately and reliably. Many of CGM's operational processes are actively being formalized into SOPs. Expect to work from a mix of complete and in-progress documentation, particularly in the first few months, and to flag gaps to your manager or resolve them directly.

What You'll Own

Cash, AP & AR

  • Daily cash and banking verification; bill pay execution
  • Accounts receivable tracking and escalation, per defined process
  • Vendor and contractor invoice review, QA, and payment execution
  • Enterprise client invoicing through vendor procurement portals
  • AR credit insurance management: premium payment, portal access, and claims filing
  • Monthly tech/software expense and seat review

Payroll & Benefits

  • Payroll execution and 401(k) contribution administration (TriNet + Vanguard)
  • Quarterly commission/bonus data preparation and reimbursement submission
  • Annual 1099 filing and annual tax filing data support

HR Administration & Hiring

  • HR administration: onboarding/offboarding execution, benefits support, leave administration
  • Hiring pipeline coordination (scheduling, screening interviews, communication)
  • Contractor compliance execution: onboarding paperwork, documentation, and recordkeeping
  • Employee and Contractor Handbook updates

Reporting, Vendor Management & Company Operations

  • Monthly Team Utilization, Client Profitability, and Employee Funding reporting
  • Weekly Harvest time-tracking review; escalate accounts trending over scoped hours
  • Vendor and partner NDA tracking, setup, and new vendor onboarding
  • File management for the company (shared Google Drives)
  • Monthly close coordination with the controller & bookkeeper

Requirements
  • 3+ years executing payroll, HR administration, or finance operations
  • Direct experience with an HRIS platform (TriNet or similar), QuickBooks Online, and an AP platform (Bill.com or similar)
  • Experience with 401(k) contribution administration or comparable benefits administration is a strong plus
  • Track record of following documented processes, with the judgment to flag exceptions and recommend solutions
  • Ability to adapt in a highly-dynamic and fast paced environment - prioritizing projects, and defining milestones
  • Experience coordinating with external vendors, contractors, and service providers
  • Comfort handling sensitive financial and employee data
  • An excellent communicator – you enjoy working with internal partners to solve problems with strong written, follow up, and verbal communication skills.
  • US resident, working ET hours
  • Alignment with our core values: 
    • Optimistic: Optimistic; fun to work with; let's get it done and not focus on the negative.
    • Pragmatic: Intuitive; critical thinking; user-driven. Humility; not "above" the day-to-day work. Being appreciative of the work of the team.
    • Understands bigger picture - thoughtful approach, contextualizing problems, customizing the approach for the client with a tailored playbook.
    • Values ownership - Reliable; communicative, responsive, accountable. Always looking for improvement; wants feedback; growth-minded;
    • Always on offense - Proactive, actionably curious. With clients, we are pushing the tempo, not just taking orders.

Benefits
  • Salary Range: $60,000–$85,000 base, , commensurate with experience and the breadth of finance/HR/compliance-adjacent execution described above.
  • Comprehensive health, dental, and vision coverage
  • Fully remote work environment
  • Flexible work schedules
  • Unlimited PTO and sick leave
  • 401(k) with company match
  • Parental leave
  • Home office / work-from-home stipend

Skills Required

  • 3+ years executing payroll, HR administration, or finance operations
  • Direct experience with an HRIS platform (TriNet or similar), QuickBooks Online, and an AP platform (Bill.com or similar)
  • Experience with 401(k) contribution administration or comparable benefits administration
  • Track record of following documented processes, with judgment to flag exceptions and recommend solutions
  • Ability to adapt in a highly-dynamic and fast paced environment; prioritize projects and define milestones
  • Experience coordinating with external vendors, contractors, and service providers
  • Comfort handling sensitive financial and employee data
  • Excellent written, follow-up, and verbal communication skills
  • US resident, working ET hours
  • Alignment with company core values (optimistic, pragmatic, ownership, proactive)
Am I A Good Fit?
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The Company
HQ: Boston, Massachusetts
18 Employees
Year Founded: 2017

What We Do

Demand Generation consulting for high growth tech. A marketing firm built with in-house perspective from our years of experience building demand generation teams in software

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