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Business Operations Specialist

Business Operations Specialist

SymetriAustin, TX, USA
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Symetri is an Autodesk Platinum Partner that consults with manufacturers to design better products and get to market faster by leveraging best-in-class engineering, design, process automation, and data management technologies.

We are seeking a Business Operations Specialist that is passionate about supporting their team with a proactive and thorough customer service approach. Symetri provides its team members the room to grow and the support & leadership to succeed with great earning potential.

ROLE : Business Operations Specialist

POSITION SUMMARY :

The Business Operations Specialist plays a critical role in managing sales order processing, billing execution, and finance operations support. This role ensures the accurate and timely processing of orders, alignment of billing with project milestones, and compliance with revenue recognition and cost allocation practices. The specialist works cross-functionally with Sales, Finance, and Accounts Receivable to support business continuity and operational accuracy.

PRIMARY DUTIES AND RESPONSIBILITIES :

Daily Responsibilities

  • Order Processing
  • Verify and process pending sales orders.
  • Create and fulfill purchase orders.
  • Generate contracts in the CRM.
  • Create and issue customer invoices.
  • Billing
  • Process MYA (Multi-Year Agreement) billings .
  • Manage project billing for fixed-price services.
  • Process Customer RMAs and issue customer credit memos.
  • Process Paystand payments.
  • Finance Support
  • Process software fulfillments and receipts to ensure appropriate amortization and cost recognition in the correct financial period.
  • Collaborate with Accounts Receivable to research customer payment discrepancies, order-related questions, and prepayment inquiries.

Weekly Responsibilities

  • Channel Rewards Reconciliation
  • Review all agency transactions in NetSuite to reconcile clawbacks , returns, and non-qualifying orders .
  • Work with Sales to investigate non-qualifying orders and submit Autodesk support cases for commission reviews and appeals.

    • Monthly Responsibilities

  • End-of-Month (EOM) Billing
  • Execute Time & Materials (T&M) billing for project work.
  • Process billing for 15th Service Contracts.
  • Manage miscellaneous expense billing (e.g., cost-sharing, project-related expenses).
  • Close Finance Support
  • Review and correct non-compliant revenue arrangements in collaboration with the Finance team.
  • Ensure all orders are fully processed, fulfilled, and invoiced by the second business day of the following month to meet financial reporting deadlines.
  • Other duties as assigned

    • QUALIFICATIONS :

  • High level of proficiency with Microsoft applications
  • A bility to interact with all levels of an organization
  • Ability to keep composure under pressure and represent the company professionally
  • Strong attention to detail
  • Willingness to learn and adopt new technologies
  • Excellent verbal and written communication skills and the a bility to communicate effectively in writing and speech
  • Collaboration and interpersonal skills
  • Enjoys helping others
  • Excellent customer service skills and the ability to build and maintain professional relationships
  • Bachelor's degree preferred

    • EMPLOYEE BENEFITS :

  • Fully Remote
  • 2 weeks PTO annually plus flexible paid time off
  • Standard Holidays
  • Company group health insurance, nominal fee for employee coverage
  • Short-term & Long-term Disability included
  • Optional Cafeteria Plan, Dental, Vision, Life, Insurances Available
  • 401K Program with company matching up to 4% of your base salary
  • Eligibility of Benefits as follows :

    • Insurance coverage(s), paid holidays, vacation starts the first of the month following 30 days of employment

  • 401k after 1 month of employment

    • EOE / Veteran / Disabled

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    Operation Specialist • Austin, TX, USA