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 supportleadership 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
Ability 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 ability 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-termLong-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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Business Operations Specialist