Business Operations Specialist

Business Operations Specialist

16 Sep 2025
California, San francisco bay area 00000 San francisco bay area USA

Business Operations Specialist

We are a local HVAC company that has been serving Sonoma County and surrounding areas for over 20 years, we are seeking a business operations specialist to assist with our growing company. The ideal candidate is highly organized with excellent verbal and written communication skills and the ability to implement systems and procedures, must be proactive, motivated, forward thinking, and have excellent people skills.

Must have HVAC, plumbing or general construction knowledge for this position in order to understand the business and customer needs, along with assisting in facilitating corrections and or modifications to maintain efficient processes. This is an in-house position that has the potential to be a Hybrid position for the right candidate.

Understanding of office equipment, systems, and procedures

Skilled in Microsoft Office, Excel, and Outlook

Excellent time management skills and ability to prioritize multiple tasks

Strong problem-solving skills and attention to detail

Team-player approach with the ability to work in a transformation leadership style

Required Knowledge: QuickBooks Enterprise Online, Housecall Pro or similar accounting and project management software

Job description

We are seeking a Business Operations Specialist to join our company. Small business, HVAC or construction company experience is a must. QuickBooks and Field Service Management software experience required. Must be proactive, motivated, forward thinking, and have excellent people skills.

In this role, you will coordinate all administrative duties and office procedures, ensuring the workplace operates smoothly and efficiently. This role requires an individual that has transformational leadership style and is able to implement change management as needed in order to facilitate the growth of the company. The ideal candidate is highly organized with excellent verbal and written communication skills and the ability to implement systems and procedures.

Responsibilities

In this role, you will coordinate all administrative duties and office procedures, ensuring the workplace operates smoothly and efficiently,

Monitoring A/P, A/R to ensure billing and collection are within our compliance window

HR support, and Payroll processing

Assist Project Managers

Answer phones when needed

Accurately maintain general office budget

Assisting owner with forecasting and operational budgeting

Running daily, weekly and monthly financial reports

Accurately track project stages and monthly billing to ensure projects are running within schedule and budget

Research and correct AP, AR billing errors, change orders, or software issues.

Implementing and track tech incentive programs

Supervising office assistant

Qualifications

High school diploma/GED required, AA or B.A in Office or Business mgmt preferred, will consider equivalent 2-3 years industry knowledge and experience

Ability to create and read financial reports and understand tax liabilities

Understanding of office equipment, systems, and procedures

Skilled in Microsoft Office, Excel, and Outlook

Experience in QuickBooks Enterprise Online, Housecall Pro or similar accounting and project management software

Excellent time management skills and ability to prioritize multiple tasks

Strong problem-solving skills and attention to detail

Team-player with transformation leadership approach

We are an EOE and will consider all applicants that meet the minimum requirements in order to find the right candidate for this newly created position within our growing company

Job Type: Full-time Expected hours: 40 per week (hybrid schedule) after training and probation

Pay $35.00per hour.

Employee Benefits after 90 days days of employment include:

Healthcare with employer paid 80%

401K with employer match 3%

40 hours of Vacation Pay Accrual

40 hours of Sick Pay

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