QXO is a publicly traded company founded by Brad Jacobs with the goal of building the market-leading company in the building products distribution industry. We are building a customer-focused, tech-enabled, and innovation-driven business that will scale rapidly through accretive M&A, organic growth, and greenfield expansion.
Credit Operations Specialist
Location
PST (UTC-8)
Posted
1 day ago
Salary
$18 - $22 / hour
Seniority
Mid Level
No structured requirement data.
Job Description
Credit Operations Specialist
QXO
Role Description The Credit Operations Specialist supports the credit and collections function by managing credit application processing, maintaining customer account records, administering credit management systems, and ensuring the accuracy and completeness of financial documentation. This role serves as a key liaison between customers, sales teams, and Credit Managers while helping to maintain efficient credit operations and compliance with company policies. The candidate for this role can be 100% remote but will have a schedule of 8:00am-4:30pm Pacific Time. Key Responsibilities - Review and process customer credit applications received through paper and electronic channels, ensuring all required documentation is complete and accurately submitted for Credit Manager review and approval. - Establish and maintain customer and job accounts within the ERP system following credit approval, ensuring account information is accurate, properly documented, and aligned with company procedures. - Maintain organized and up-to-date customer credit files within the cloud-based credit management platform, including financial statements, tax documentation, credit approvals, and supporting records. - Serve as the primary administrator for the cloud-based credit platform, managing user access, system updates, workflow administration, document retention, and troubleshooting support as needed. - Monitor and maintain customer account documentation to ensure compliance with internal policies, audit requirements, and regulatory standards. - Prepare and provide lien waivers to customers upon request, verifying that all established requirements and payment criteria have been satisfied prior to release. - Process and respond to requests for customer credit references in a timely and professional manner, ensuring information is shared in accordance with company policies and confidentiality standards. - File, maintain, and update tax exemption certificates, resale certificates, W-9s, and other financial or compliance-related documentation required to support customer accounts. - Process customer payments received via phone, email, or other approved channels, ensuring accurate application of funds and adherence to internal controls and security procedures. - Collaborate with Credit Managers, Sales teams, Customer Service, and other internal departments to resolve account issues, gather supporting documentation, and facilitate efficient credit decision-making. - Assist with reporting, account audits, data validation, and special projects related to credit operations, customer account management, and process improvement initiatives. - Support continuous improvement efforts by identifying opportunities to streamline workflows, enhance documentation accuracy, and improve the customer experience. Qualifications - Associate's or Bachelor's degree in Business, Finance, Accounting, or a related field preferred, or equivalent combination of education and experience. - 2+ years of experience in credit administration, credit operations, accounts receivable, customer account management, or a related financial operations role. - Experience working with ERP systems and cloud-based credit management platforms. - Strong attention to detail, organizational skills, and ability to manage multiple priorities in a fast-paced environment. - Proficiency with Microsoft Office Suite, particularly Excel. - Excellent written and verbal communication skills. - Knowledge of lien waivers, credit application processes, tax documentation, and customer account maintenance is preferred. - Ability to handle sensitive financial information with professionalism and confidentiality. Benefits - Retirement Benefits: 401k eligible with employer match - Health Insurance: Medical insurance, prescription drug coverage, vision and dental benefits, as well as life and disability insurance. - Paid Time Off/Paid Sick Leave: Applicants can expect to accrue 15 days of paid time off during their first year (4.62 hours for every 80 hours worked) and increased accruals after five years of service. - Paid Holidays: The company recognizes 8 paid holidays and three floating holidays per year. - Parental Leave - Annual safety shoe allowance - Paid training and certifications - Legal assistance and identity protection - Pet insurance - Employee assistance program (EAP) Pay Range USD $18.00 - USD $22.00 /Hr.
Related Guides
Related Categories
Related Job Pages
More Operations Jobs
• Checking, verification and authorization of transactions within established delivery standards, to ensure their accuracy, authenticity and compliance with operating procedures. • Contact customers (internal/external) to seek clarification and sort out the issues efficiently and satisfactorily to provide error free service. • Acquire thorough knowledge of processes as well as operating systems and identify trainings to perform assigned task efficiently. • Maintain and update documents and correspondence record systematically to ensure efficient retrieval. • Identify gaps and recommend improvements in system and procedure to enhance efficiency minimize risk and improve delivery standards. • Record data, errors, complaints PMIS accurately and encourage processors for the same, to monitor productivity of each staff and take corrective action wherever applicable. • Attend all inquiries/complaints (internal/external) promptly. • Ensure all the clearing and collections account are balanced at the end of day.
• Checking, verification and authorization of transactions within established delivery standards, to ensure their accuracy, authenticity and compliance with operating procedures. • Contact customers (internal/external) to seek clarification and sort out the issues efficiently and satisfactorily to provide error free service. • Acquire thorough knowledge of processes as well as operating systems and identify trainings to perform assigned task efficiently. • Maintain and update documents and correspondence record systematically to ensure efficient retrieval. • Identify gaps and recommend improvements in system and procedure to enhance efficiency minimize risk and improve delivery standards. • Record data, errors, complaints PMIS accurately and encourage processors for the same, to monitor productivity of each staff and take corrective action wherever applicable. • Attend all inquiries/complaints (internal/external) promptly. • Ensure all the clearing and collections account are balanced at the end of day.
Operations Support Assistant
HyreWe are a fast-growing virtual assistant company that supports small-to-medium businesses across the US. We pride ourselves on operational excellence, proactive communication, and high-performance remote teams. Join us in shaping a world-class support ecosystem from the ground up.
Role Description We are seeking a highly organized and detail-oriented professional for an Administrative and Accounting role that functions heavily as Operations Support. In this position, you will be the bridge between our field operations and payroll/accounting systems. You will ensure our field teams' timesheets are accurate, process payroll adjustments, and handle the administrative closeout and financial reconciliation of completed jobs. Key Responsibilities - Time & Payroll Auditing - Pull lists of field personnel using Motive and Samsara software. - Conduct detailed audits of staff clock-in and clock-out times. - Make necessary adjustments to time logs, specifically ensuring that lunch breaks are accurately recorded. - Prepare and send an Excel file containing all timecard changes and updates to Paylocity for processing. - Job Closeout & Reconciliation - Manage the administrative closeout of daily jobs using ServiceTitan and SmartMoving platforms. - Reconcile all completed job data and financial transactions seamlessly with QuickBooks. Qualifications - Software Proficiency: Experience navigating fleet tracking and operational software, specifically Motive and Samsara. - Spreadsheet Skills: Ability to generate, modify, and format Excel files for payroll exports. - Attention to Detail: High accuracy when auditing timecards and modifying clock-in/clock-out records. Bonus Points (Preferred Qualifications) - Hands-on experience working within QuickBooks. - Familiarity with ServiceTitan (ST) software. - Previous experience using the SmartMoving platform. Schedule & Work Arrangement - Work type: Full-Time - Schedule: US Business Hours - Location: Fully Remote Benefits - Performance-based raises - Minimum 5 days of time off annually - Annual cost-of-living-adjustments at one-year anniversary
• Assure the execution of the strategic direction of fleet, workforce training, and best practices are adhered to, based on regulations and analysis of corporate and industry trends, to ensure regulatory requirements and goals are met by all operating companies. • Develop and document operating policies, procedures, goals and objectives that aligns the team for success. • Establish continual process for identifying and developing organizational talent; to ensure sustainability of culture, growth, innovation and continuous improvement. • Oversight Management of the fleet day to day activities and operations, this includes optimal load selection and assignment of equipment and drivers in his/her assigned area of the country, for inbound, shuttle, and outbound freight setting precise performance metrics in place. • Develop annual budgets, establishing cadence for performance reviews. • Collaboratively review and drive continuous improvements in cost and service. • Lead, manage and maintain a driver friendly, accident free, high performance, nimble culture, with high driver retention rates, whether through 3rd Party leasing or company drivers. • Master user and trainer of Fleet technology systems: defining, developing, and documenting operational processes. • Establish an ongoing driver training program (safety, service & development) working closely with key internal and external partners, vendors, and customers to meet the retail and job site delivery requirements. • Establish collaborative and effective working relationships with all levels of the company; VP’s, Directors, Plant Managers, key vendors, and internal Operational functions Supply Chain, IT, Procurement, Plants Ops, Sales, Customer Service and Customers, to assure planned operational execution to meet the company’s overall objectives.
