Operations Assistant, Bookkeeping

Operational Assistant (Part-time, Contract)

Who we are

Founded in April 2020, Trailmerge provides user experience design and product management services to help SaaS (software-as-a-service) startups

We are on a mission to equip SaaS startups with product and design expertise and empower people to achieve, succeed, and thrive in their work and life.

Our vision is to promote abundance of life and opportunity.

This vision drives how we operate with our team members – mentorship and development are a core part of who we are.

This is also how we partner with our clients – journeying with founders and product teams to support their entrepreneurial dreams and growth.

Who you are

First and foremost, you deeply care about our mission.

This is not a role for people who are just looking for anything.

You care about opportunity for talented and passionate people.

You value both individual responsibility and shared successes.

You believe technology is for people, not people for technology.

You strive to cultivate a culture of honor and freedom, with the belief that teammates are human, not resources.

In terms of professional and personal development, you're driven to grow and to help others grow.

You're not just a culture fit, you're a culture add.

You're comfortable in a rapidly changing environment and can easily switch between different kinds of tasks.

Specific to this role, you are well-organized and disciplined in prioritizing and executing your to-do list.

You have a solid understanding of what it takes for a business, in particular an agency, to operate on a day-to-day basis and grow.

You demonstrate a strong attention to detail and know how to make sense of disparate information.

You look for opportunities to improve processes and to help team members in ways you haven't specifically been asked.

Role & Responsibilities

As we grow, we are in need of day-to-day administrative support on the operations and marketing sides of the business.

We're looking for you to join us on an initial part-time contract basis which may mature into a full-time role.

You will report directly to the founder / CEO.

We are open to remote work in the US Eastern time zone or Southeast region.

Responsibilities include:

• Collaborating with the founder and other team members on projects and tasks.
  
  
• Communicating and coordinating with customers, vendors, leads, and partners.
  
  
• Bookkeeping.
  
  
• Preparing and sending contracts and invoices to customers.
  
  
• Organizing vendor timesheets and payments.
  
  
• Monitoring our inbound mailbox and responding to inquiries.
  
  
• Other miscellaneous administrative tasks, as needed.
  
  

Qualifications

• 2+ years of relevant work experience.
  
  
• Eighteen years of age or older.
  
  
• Legally permitted to work in country of residence.
  
  
• High school diploma or equivalent.
  
  
• An inherent drive to help others.
  
  
• High attention to detail.
  
  
• Demonstrated ability to effectively manage time and deadlines.
  
  
• Demonstrated skill in planning, budgeting, finances, and organization.
  
  
• Experience with bookkeeping software, preferably QuickBooks Online.
  
  
• Experience leveraging remote collaboration tools, such as Slack, GSuite, Zoom, and Asana.
  
  
• A strategic operations mindset to help improve processes.
  
  
• Strong written and verbal communication skills.
  
  
• Advanced level of English and Spanish (C1 or above), especially in written communications.
  
  
• Ability to collaborate effectively and respectfully in diverse, multi-disciplinary teams.
  
  

Nice to Haves

• Experience working in a similar role in an agency environment.
  
  
• Experience working with US-based companies (especially related to bookkeeping).
  
  
• Experience leveraging AI and other tools to enhance operational efficiency.
  
  
• Experience managing content in Webflow or other blogging platforms.
  
  
• Experience in or understanding of software-as-a-service startups, user experience design, and/or Agile software development processes.