Operations Specialist

RMS Energy
•Remote

About The Position

This remote-based role is ideal for a highly organized professional with experience in ERP and CRM tools, timekeeping processes, meeting coordination, and invoice tracking. As an Operations Specialist, you’ll work closely with cross-functional teams to maintain workflows, support customer interactions, and ensure smooth day-to-day administrative operations.

Requirements

  • 5+ years of experience in an administrative, operational, or office support role
  • Proficiency in Microsoft Outlook, Excel, Word, PowerPoint, and Teams
  • Experience using ERP and CRM systems for tracking, reporting, and coordination
  • Strong attention to detail and the ability to work independently in a remote setting
  • Able to work remotely with minimal supervision
  • Must successfully complete a background check and pre-employment/random drug tests
  • Valid driver’s license (for occasional travel if required)
  • Legally authorized to work in the United States

Nice To Haves

  • Bachelor’s degree in Business or a related field preferred
  • Experience supporting engineering operational teams.
  • Familiarity with commercial contract workflows and timekeeping systems
  • Prior experience supporting professional services or engineering teams
  • Experience working in a fast-paced, remote-first environment

Responsibilities

  • Maintain business forecasts, division activity logs, and monthly backlogs
  • Support planning and reporting using the company ERP tools and templates
  • Open and update CRM opportunities, SharePoint folders, and timekeeping records
  • Track revenue accruals and clearances, and verify profit against established goals
  • Analyze labor and expense costs to support operational reporting
  • Assist with T&C and NDA negotiations and keep documentation current
  • Coordinate meetings, travel, and accommodations for operational activities
  • Retrieve and verify Purchase Orders; ensure accuracy of commercial information
  • Create and track both fixed and T&M invoices; follow up using aging reports
  • Support vendor and customer setup; collect and manage necessary documentation
  • Manage daily administrative functions and help resolve customer issues
  • Maintain confidentiality of sensitive commercial, financial, and project information

Benefits

  • Medical, dental, and vision coverage fully paid for employees, starting the month after hire
  • 401(k) with Company Match – Traditional & Roth options + free investment guidance
  • Paid training, certifications, and industry memberships
  • Paid vacation, holidays, and sick leave
  • Employee Assistance Program – Legal, financial, and mental wellness support
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