Hi there We are South and our client is looking for a Finance & Operations Manager
Note to Applicants:
- Eligibility: This position is open to candidates residing in Latin America.
- Application Language: Please submit your CV in English. Applications submitted in other languages will not be considered.
- Professional Presentation: We encourage you to showcase your professional experience by including a Loom video in the application form. While this is optional, candidates who provide a video presentation will be given priority.
- Interview Policy: The use of artificial intelligence (AI) tools during interviews are strictly prohibited.
- Note: As part of the final stages of the selection process, contractors may be asked to provide professional references for a reference check. If you're selected, you may also be asked to update their LinkedIn profile. ?
Summary
Owns client billing, revenue operations, technical onboarding/offboarding, and contractor/payroll administration for a ~150-client dental marketing agency. This is a systems-heavy operations role spanning Verosa,
QuickBooks Online, Wrike, HubSpot, Google Ads, and 1Password. High trust position with direct financial and client-payment authority.
Core Responsibilities
Client Billing & Payments
- Run recurring client management fee charges through Verosa (monthly cycle); flag recurring billing not yet set up
- Process one-off charges as instructed by leadership; requires explicit authorization before charging
- Track recurring vs. month-to-month clients; flag gaps; update tracker on new contract signings
- Confirm billing history on demand (prior month charges)
- Proactively check new contract signings for prior billing and report back without being asked
- Apply billing exceptions correctly (e.g., waived CC fees), per account notes
- Update client credit card info across Verosa, QBO, and 1Password on card-change requests
- Handle card verification codes for Google Ads new payment methods
- Process client p