At Kixie, we’re building a modern, all-in-one sales engagement platform that helps teams work smarter and close deals faster. Our cloud-based calling and texting solution integrates seamlessly with leading CRMs like HubSpot, Salesforce, and Pipedrive to streamline workflows, automate outreach, and provide real-time insights and reporting. Designed to support both sales and support teams, Kixie enables reps to take the right action at the right time—boosting efficiency, consistency, and impact. If you’re excited to shape the future of sales technology, we’d love to hear from you.
Overview
We are seeking a detail-oriented and process-driven Operations Specialist to join our fast-growing tech startup in Santa Monica. This role requires a sharp eye for accuracy and an ability to handle processes such as refunds, disputes, and database adjustments. Candidates with an accounting background or experience working with financial processes are preferred, but in the end we are looking for a bright, energetic, detail-oriented person to join our team and grow with us in this role.
Responsibilities
- Process refunds and manage disputes, ensuring all steps are followed accurately.
- Maintain and update our internal database, ensuring that records are accurate and up to date.
- Collaborate with the customer success, sales, revenue, and operations teams to handle escalations and resolve issues.
- Conduct financial reconciliations and support accounting-related processes.
- Assist with cross-departmental communication to ensure operational processes are smooth and efficient.
- Document, organize and streamline workflows and processes to improve efficiency and support scaling operations.
- Identify opportunities for process improvement and collaborate with stakeholders to implement solutions.
- Provide support to internal teams, ensuring they have the operational resources needed to succeed.
Requirements
- Bachelor's degree in accounting, finance, business administration, or a related field.
- 1-2 years of experience in an operational or administrative role, preferably with a focus on accounting, finance, or process management.
- Strong attention to detail and a passion for accuracy.
- Ability to follow and refine structured processes.
- Experience handling financial processes like refunds, disputes, or database adjustments.
- Proficiency in Google Sheets, Excel, or other data management tools; experience with CRM systems (e.g., HubSpot, Salesforce, Zoho) is a plus.
- Strong communication skills, with the ability to collaborate across teams and work with both technical and non-technical stakeholders.
- Ability to thrive in a fast-paced, startup environment and contribute to the company’s growth.
- A work ethic that inspires those around you—this is non-negotiable.
Benefits and Perks
- Comprehensive medical, dental, and vision insurance
- Unlimited paid time off (PTO), sick leaves, and paid holidays
- Complimentary parking in our secure garage
- A collaborative, dynamic, and supportive team environment
- Pet friendly office!
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