Project Manager, Business Operations
- Role
- Project Management
- Experience
- Senior
- Employment
- Full-time
Open to Anywhere in LATAM. Set where you work from to check your eligibility.
No BS summary
Senior business operations/project manager with 6+ years in operations, program management, or professional services firm operations. Must be based in Argentina, Brazil, Chile, Colombia, South Africa, Mexico, or the Philippines and able to work full-time exclusively as an independent contractor. Needs strong process ownership, vendor coordination, written communication, remote work discipline, and financial-systems access/admin fluency.
Optional skills
Locations: Philippines, Latin America and South Africa (100% Remote)
Employment Type: Full-time Independent Contractor (exclusive commitment)
Compensation: Competitive and commensurate with the candidate's market rate, experience, skills, and overall qualifications
Imagine being the person who makes a fast-growing firm run like one machine instead of two. Every access you stand up gets a new engagement live on day one. Every process you document keeps running when you leave the room. Every broken handoff you rebuild saves a team from dropping the ball. That's this role.
ABOUT THE ROLE
You'd be joining a firm building the financial backbone for the most ambitious consumer brands in the country — combining strategy consulting rigor, Big Four precision, and founder-grade hustle to serve e-commerce and CPG companies from startup to scale.
The firm runs two service lines, an Accounting Program and CFO Services, and many clients engage both. As Project Manager, Business Operations, you own the operational connective tissue that holds it all together. You make sure a new engagement has every system access it needs before kickoff, a new hire has their accounts and licenses on day one, recruiting partners are getting clear and current direction, and a client engaging both service lines experiences one firm rather than two.
This is a senior operations seat. It is not a client-delivery project management role, and it is not an entry point into accounting. The person who thrives here is a builder: someone who designs a process, documents it, gets other people to follow it, and then runs it without being chased.
The Ideal Candidate
- You design a process and see it all the way through — from blueprint to documentation to adoption.
- You run what you build without being reminded, and you close loops before anyone asks.
- You're extremely tech-savvy and pick up new software fast, always looking for automation.
- You're fluent enough in financial systems to manage access and permissions with confidence.
- You hold both internal leaders and external vendors to a standard, and you give the direct answer.
- You do your best work in writing, across time zones, with clarity and precision.
WHAT YOU'LL OWN
Engagement Access Setup. Access is the first thing that has to be right. Stand up the full system access footprint for every new engagement — client accounting systems (QBO, bill pay, payroll), e-commerce and inventory platforms (Shopify, Amazon, Cin7 and similar), and read-only banking access.
Access Governance. Nothing starts without it; nothing lingers after. Own the access checklist end to end — verifying it's complete before the team starts work and fully revoked at offboarding.
Cross-Service-Line Coordination. Two service lines, one experience. Serve as the connection point between the Accounting Program and CFO Services for clients who engage both. Align onboarding sequences, keep scope boundaries clear across both SOWs, and coordinate joint offboarding so nothing is dropped between teams.
Recruiting Coordination. Keep hiring moving against the timelines leaders committed to. Act as the operational link between firm leadership and external recruiting and staffing partners. Keep role requirements current and specific, manage candidate flow and scheduling, and track pipeline status against hiring-manager timelines.
Employee & Contractor Onboarding Day one should feel handled. Run hardware and IT provisioning through vendors, software licenses and seat counts, system access, and training scheduling — for both domestic and international team members.
Offboarding Close it out cleanly, every time. Execute complete access revocation, license reclamation, and equipment recovery, with documented confirmation at each step.
Vendor Management. Hold the line on service levels. Hold IT, staffing, and software vendors to their contracted service levels, and document and escalate failures.
Administrative Communications. Keep leadership in sync. Manage recurring internal communications, engagement kickoff announcements, and follow-up cadence across leadership.
Process Documentation. Build processes that survive without you in the room. Build and maintain SOPs and workflow templates in the practice management system.
Process Improvement. Find the break, rebuild the handoff. Identify where handoffs break and rebuild them, with a focus on efficiencies and automations using technology and AI tools.
WHAT YOU'LL BRING
- 6+ years in business operations, program management, or professional services firm operations (required)
- Demonstrated experience owning a process end to end — from design through documentation through adoption (required)
- Experience coordinating external vendors and holding them to a service standard (required)
- Extremely tech-savvy and quick with new software, with a focus on efficiencies and automations using technology and AI tools (required)
- Excellent written communication skills — most of the work happens in writing across time zones (required)
- Ability to prioritize and manage time in a remote work environment (required)
- Comfortable working with senior leaders and giving them the direct answer (required)
- Bachelor's degree or equivalent operational experience (required)
Preferred (Nice to Have)
- Working fluency with financial systems, including QBO, bill pay platforms, and user administration and permissions across financial applications
- Experience with employee and international contractor onboarding, including through third-party staffing partners
- Experience with practice management or PSA platforms such as Canopy
- Professional services, accounting, or consulting firm background
- Familiarity with the typical e-commerce tech stack (Shopify, Amazon, PayPal, Bill.com, and similar)
HOW WE WORK
Quality First Communication, tracking, and documentation are always accurate, complete, and professional.
Security Matters Candidate, employee, and company information is handled with the highest level of confidentiality.
Reliable Collaboration We work closely through Slack, Zoom, shared documentation, and predictable communication rhythms.
Continuous Improvement We constantly look for ways to improve processes, eliminate inefficiencies, and support business growth.
WHY CAS IS DIFFERENT
We are not a gig platform. We are not a freelance marketplace. We are not short-term staffing.
We aren't looking for someone to simply maintain systems. We're looking for someone who wants to build the future of operational excellence.
At CAS, you'll enjoy:
- Competitive USD compensation based on experience
- Permanent remote work
- Full company equipment provided (laptop, monitor, accessories)
- 15 days PTO annually + local holidays
- Guaranteed annual increases
- Referral rewards up to $1,000
- Monthly flexible stipend (CAS Flex Perks)
- Structured onboarding and career development
- Opportunities to build AI-first operational systems that impact the entire business
- A culture built around ownership, continuous learning, and innovation
CONTRACT & EXCLUSIVITY
This is an independent contractor engagement. Full-time exclusivity is required — candidates must not hold other part-time or freelance engagements once hired. Conflict-of-interest checks may apply.
READY TO TAKE THE NEXT STEP?
Your next big career move starts here.
What you'll do
- Stand up the full system access footprint for every new engagement, including client accounting systems, e-commerce and inventory platforms, and read-only banking access.
- Own the access checklist end to end, verifying access is complete before work starts and fully revoked at offboarding.
- Serve as the connection point between the Accounting Program and CFO Services for clients who engage both.
- Align onboarding sequences, keep scope boundaries clear across both SOWs, and coordinate joint offboarding.
- Act as the operational link between firm leadership and external recruiting and staffing partners.
- Keep role requirements current and specific.
- Manage candidate flow and scheduling.
- Track pipeline status against hiring-manager timelines.
- Run hardware and IT provisioning through vendors for domestic and international team members.
- Manage software licenses and seat counts for domestic and international team members.
- Manage system access for domestic and international team members.
- Schedule training for domestic and international team members.
- Execute complete access revocation, license reclamation, and equipment recovery during offboarding.
- Document confirmation at each offboarding step.
- Hold IT, staffing, and software vendors to their contracted service levels.
- Document and escalate vendor failures.
- Manage recurring internal communications, engagement kickoff announcements, and follow-up cadence across leadership.
- Build and maintain SOPs and workflow templates in the practice management system.
- Identify where handoffs break and rebuild them.
- Improve efficiencies and automations using technology and AI tools.
What they require
- 6+ years in business operations, program management, or professional services firm operations.
- Demonstrated experience owning a process end to end, from design through documentation through adoption.
- Experience coordinating external vendors and holding them to a service standard.
- Extremely tech-savvy and quick with new software, with a focus on efficiencies and automations using technology and AI tools.
- Excellent written communication skills; most of the work happens in writing across time zones.
- Ability to prioritize and manage time in a remote work environment.
- Comfortable working with senior leaders and giving them the direct answer.
- Bachelor's degree or equivalent operational experience.
- Full-time exclusivity is required; candidates must not hold other part-time or freelance engagements once hired.
- Conflict-of-interest checks may apply.
- Preferred: Working fluency with financial systems, including QBO, bill pay platforms, and user administration and permissions across financial applications.
- Preferred: Experience with employee and international contractor onboarding, including through third-party staffing partners.
- Preferred: Experience with practice management or PSA platforms such as Canopy.
- Preferred: Professional services, accounting, or consulting firm background.
- Preferred: Familiarity with the typical e-commerce tech stack, including Shopify, Amazon, PayPal, Bill.com, and similar.
Benefits
- Competitive USD compensation based on experience.
- Permanent remote work.
- Full company equipment provided, including laptop, monitor, and accessories.
- 15 days PTO annually plus local holidays.
- Guaranteed annual increases.
- Referral rewards up to $1,000.
- Monthly flexible stipend through CAS Flex Perks.
- Structured onboarding and career development.
- Opportunities to build AI-first operational systems that impact the entire business.
- A culture built around ownership, continuous learning, and innovation.
Cloud Accountant Staffing builds the financial backbone for consumer brands, combining strategy consulting, Big Four precision, and founder-grade hustle to serve e-commerce and CPG companies from startup to scale.