Project Manager

Project Manager / Operations Coordinator

• Remote (Latin America-based)

• Full-time, 9am–5pm Central Time, Contractor

• Tech Stack: Claude, Google Workspace, Notion, Canopy, LastPass, QuickBooks, bill.com, Ramp, Gusto, Rippling, Deel, Shopify, Amazon, Triple Whale, Cin7, Katana

At Near, we connect top talent in Latin America with exciting remote opportunities at U.S.-based companies. Our mission is to create better lives by fostering a remote work culture that transcends borders.

About the Company:

Our client is an accounting and CFO services company supporting growing businesses through operational, financial, and client service support. They work across accounting services and CFO services, helping clients manage financial operations, onboarding, reporting access, and internal coordination. With growth and collaboration at the center of their work, they are building more efficient internal systems and smoother client onboarding processes.

About the Role:

We’re looking for a Project Manager / Operations Coordinator who can act as the glue between systems, teams, and processes. You’ll support client onboarding, coordinate across accounting and CFO services, assist with recruiting administration, and help build SOPs and workflows from scratch. This role requires someone who is proactive, organized, tech savvy, and comfortable operating in a fast-moving, sometimes chaotic startup-style environment.

You Will:

• Support client onboarding by setting up and managing access to banks, credit cards, software platforms, and shared systems

• Save and organize credentials in LastPass and ensure the correct teams have access

• Coordinate across accounting services and CFO services to support smooth onboarding and internal collaboration

• Help schedule meetings and keep communication aligned between teams involved in shared client accounts

• Assist with recruiting administration, including coordinating with agencies, internal recruiters, assessments, and candidate tracking

• Work directly with leadership to manage daily administrative priorities and keep key processes moving

• Document SOPs and build processes from the ground up as workflows are developed

• Communicate clearly with internal stakeholders and occasionally with clients when access or setup issues need follow-up

• Help create efficiencies by taking ownership of administrative tasks and reducing operational burden across the team

About You:

Your Background:

• Experience in operations, project coordination, administration, or a similar role

• Some exposure to finance, accounting, bookkeeping, or professional services environments

• Strong comfort working across multiple systems and platforms without needing deep accounting execution experience

• Excellent written and verbal English communication skills

• Comfortable in a distributed, English-speaking environment

• Strong organizational skills with the ability to manage moving priorities

• Proactive, resourceful, and able to take initiative without waiting for every detail to be defined

• Emotionally mature and confident communicating with executives, internal teams, and clients

• Able to thrive in ambiguity, adapt quickly, and stay effective in a growing company environment

• Organized but flexible, with the ability to manage people, personalities, and changing needs

Nice to Have:

• Experience in a startup or fast-growing company

• Experience in a services business

• Experience supporting accounting, CFO, finance, or client onboarding teams

• Familiarity with Claude

• Experience with Canopy or Carbon

• Experience creating SOPs, workflows, and internal documentation

• Exposure to recruiting coordination or hiring administration

• Prior experience in a similar cross-functional operations role

Compensation & Benefits:

• Compensation: 40k/50k per year

• Benefits:

  • 10 days of PTO

  • Flexible schedule within standard 9am–5pm Central Time working hours

  • Remote opportunity