About the company
Globalfy 🇺🇸🚀 is an all-in-one platform to simplify doing business in the US: open, manage, and expand to the American market from anywhere.
We are a company that grew more than 500% in the last few years. Our business is #BORNTOBEGLOBAL, and there are plenty of opportunities for you to grow and develop your career with us. Our team members are part of a successful story and they make a difference in the world.
Apply for this incredible opportunity to become a #Globalfire!
Why work at Globalfy
At Globalfy, we embrace diversity and celebrate the unique cultures and backgrounds of our global team. Here, you'll find an inclusive and dynamic work environment, with opportunities to learn, grow, and thrive with more than 50 talented colleagues from five different countries.
We offer a thoughtful benefits package designed to support each team member’s well-being and professional journey, while creating a workplace where everyone feels valued, heard, and empowered to contribute.
Our clients rely on us for effective, high-quality solutions that help them confidently expand their businesses to the US. Our services include:
• Business Formation
• Bookkeeping Services
• Tax Services
• Virtual Address
Who we are looking for
Curious minds and hands-on problem solvers who aren’t afraid to think differently and help drive meaningful results!
About the position
The Business Operations Manager will lead and scale the day-to-day operations of our Tax and Bookkeeping teams. This leader ensures operational excellence, predictable performance, and a world-class client experience.
This is not a technical “tax preparer” role.
It is a high-impact operations and leadership position, responsible for:
- Managing coordinators & specialists
- Driving efficiency, quality, and consistency
- Scaling processes across thousands of global clients
- Improving workflows, KPIs, and client satisfaction
- Aligning cross-teams (Customer Success, Product, Finance, etc.)
We are looking for a strong operator who understands people, process, and performance.
Your main responsibilities
Leadership & Team Management
- Lead and mentor Tax and Bookkeeping teams, including supervisors and specialists.
- Create a high-performance culture built on accountability, clarity, and continuous development.
- Ensure proper team allocation, workload balance, and staffing capacity planning.
- Run routines such as 1:1s, performance reviews, coaching sessions, and staffing allocation.
- Build scalable teams prepared for rapid company growth.
Operational Excellence & Process Management
- Oversee daily operations to ensure timely, accurate, compliant deliverables.
- Structure and standardize SOPs, workflows, quality controls, and training resources.
- Identify bottlenecks and implement process automation or improvements.
- Manage seasonal planning (tax season, renewals, deadlines).
- Own operational KPIs and dashboards, reporting weekly and monthly results.
- Support leadership with operational reporting, insights, and strategic recommendations.
Client Experience & Escalation Handling
- Oversee complex client cases and coordinate with Customer Success.
- Improve communication, predictability, and customer satisfaction.
- Reduce escalations through preemptive quality and operational controls.
Cross-Functional Collaboration
- Align operations with Product, Engineering, Sales, and Finance.
- Support product improvements through operational feedback and insights.
- Work closely with leadership on strategy, forecasting, and growth plans.
Minimum knowledge, skills and abilities required
Education and Experience
- 10+ years of experience in Accounting, Finance Operations, Bookkeeping or similar.
- At least 8+ years in leadership roles, managing high-performance teams and operations.
- Previous experience in high-volume operations (BPO, fintech, SaaS, accounting firms).
- Demonstrated success in optimizing processes, workflows, and operational KPIs.
- Fluent in English.
Skills and Abilities:
- Strong leadership, communication, and delegation skills.
- Excellent operational and process-optimization mindset.
- Ability to manage KPIs, dashboards, and operational metrics.
- Familiarity with systems like QuickBooks, TaxDome, Xero, HubSpot, or similar.
- Experience with multicultural remote teams.
You’ll stand out if you…
- Have a background in U.S. bookkeeping, compliance or tax operations.
- Have worked in fast-growth startups, fintech, or BPO environments.
- Speak other languages, such as Portuguese or Spanish.
- Have experience with automation or process-digitization tools.
What you’ll find here
- A true builder’s environment, with autonomy and ownership.
- Space to test ideas, optimize processes, and create impact.
- A multicultural, ambitious, high-performing team.
- Real opportunities to grow your career.
Benefits you will have
- Monthly Self-Development Budget including language courses (EN, SP and PT);
- PTO balance;
- Home office supply budget;
- Sick hours policy;
- Individual development programs;
- Bereavement policy;
- Parental and marriage leave policy;
- Referral bonus;
- Equipment to work.
Schedule
Mon - Fri 9:00 am - 5:00 pm (East-time)
The position is full-time, which means that you must be available every working day between 9 am and 5 pm EST due to time-zone changing according to Daylight saving time in the United States.
Type of recruitment
Remote (Colombia, Brazil or United States)
Our selection process
We want you to have a smooth and transparent experience throughout your journey with Globalfy.
Here’s what you can expect from our selection process:
• Screening
• Interview with HR
• Interview with the Hiring Manager
• Live assessment
• Reference verification
Note: The selection process may vary depending on the position and can include additional stages if necessary.
We’re looking forward to your application!
