Executive Assistant – Revenue Operations Specialist

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Logo of Veta Virtual

Veta Virtual

11 - 50 employees

🤝 B2B

☁️ SaaS

⚡ Productivity

B2B • SaaS • Productivity

Veta Virtual is a company specializing in virtual receptionist and virtual assistant services. They provide a range of services including phone answering, inbound and outbound call management, appointment scheduling, and call overflow handling. Their services are designed to convert callers into clients by delivering personalized experiences through dedicated live receptionists. Veta Virtual works across various industries, including legal, accounting, and medical, helping businesses maintain a professional image, improve customer service, and free up internal resources. The company emphasizes human interaction with 100% real human receptionists who integrate seamlessly with existing phone providers, offering a cost-effective solution compared to hiring full-time staff.

📋 Description

• Support the company's leadership directly — capturing action items, driving accountability across teams, managing billing and collections, and ensuring nothing falls through the cracks on either the operational or financial side. • Attend executive meetings and job site discussions — capturing action items, deadlines, and responsibilities, and following up relentlessly to ensure every commitment is completed on time. • Proactively chase internal teams and external stakeholders — holding project managers, vendors, and subcontractors accountable to deadlines on behalf of the executive. • Manage the executive's email and calendar — ensuring efficient scheduling across client meetings, estimates, and project timelines with zero gaps. • Lead end-to-end revenue operations — generating invoices, tracking receivables, reconciling discrepancies, and ensuring timely collections across all active projects. • Manage QuickBooks Online — reviewing invoice accuracy, resolving billing discrepancies, and supporting revenue reporting in collaboration with the accounting team. • Communicate professionally with clients on billing, payment status, and collections — pushing back assertively when needed.

🎯 Requirements

• 2+ years of combined executive assistant, operations, and AR or revenue operations experience — construction or home services background is a strong plus. • Proven experience managing the full revenue cycle — quotes, invoices, collections, and reconciliation. • Advanced QuickBooks Online proficiency — you know the platform inside and out. • Exceptional organizational and follow-up skills — you track dozens of moving parts and never miss a deadline or payment. • Proactive, ownership-driven mindset — you anticipate needs, act without being asked, and hold yourself and others accountable. • Excellent written and verbal English — professional in every interaction whether chasing a payment or coordinating a project follow-up. • Bonus: roofing or construction experience; Slack, Google Sheets, Bill.com, or ClickUp familiarity; bilingual English/Spanish.

🏖️ Benefits

• 10 paid vacation days per year plus all U.S. federal holidays. • 100% remote — open to candidates based in LATAM or Europe. • A fast-paced roofing and construction environment where your operational and financial work directly impacts project delivery and business performance. • A collaborative culture through Veta Virtual and our client where your initiative, accuracy, and follow-through are valued from day one.

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