Budget Ease

Operations Manager

US-OH-Shaker Hts
3 weeks ago
# of Openings


At BudgetEase we make our clients profitable.  Our team of 12 consultants are Better Together - we haven’t been stumped on a bookkeeping question yet.  You will be an intrigal part of the growth of our organization.   


BudgetEase’s team has a reputation for being QuickBooks experts.  Our services are in such demand that we grew by 65% in 2016 and are on track to grow by 30% in 2017. With over 100 clients every day is a new adventure.  Clients vary from providers of wind energy to airplane leasing for rock stars.


BudgetEase’s mission, Making YOU Profitable, means everything we do results in making our clients profitable. 


Culture/core values: 

  • Having fun while getting things done
  • Better together
  • Cost Effective Solution for our clients


We are hiring for full-time position (during normal business hours).


Smart Goals

  • Determine your smart goals(1-2 goals) to meet BudgetEase’s quarterly objectives
  • Give priority to your smart goals daily

Business Development Manager

  • Follow-up on Leads
  • Discuss our services with small businesses interested in using BudgetEase’s Services
  • Collect information to prepare Estimates/Proposals
  • Determine if lead is a good fit for BudgetEase using grading system
  • Prepare Estimate
  • Follow up on Estimates within a week to maintain a 40% closes rate

Social Media

  • Review e-mail and newsletter suggestions from agency
  • Assist in generating blog ideas and polish blogs written by outside consultant

HR Manager and Training

  • Review candidates
  • Manage candidates using our applicant tracking system
  • Conduct phone interviews
  • Recommend candidates for additional interviews
  • Coordinate new employee training
  • Approve payroll

Process Manager

  • Coordinate generating and updating easy to understand, accurate corporate processes
  • Provide training specialized by team member
  • Review new apps that would be helpful to BudgetEase and/or our clients, make recommendations

Meetings (usually Wednesday afternoons)

  • Update agendas for Team and Leadership meetings and maintain schedule and invite participants

  • Meet with fellow team leaders and President bi-weekly to strategize best practices and plan implementation
  • 121 with President bi-weekly
  • Participate in Quarterly half day planning meetings
  • Participate in mandatory daily huddle and Bi-weekly Team Meetings


  • Collaborate with other Team Leaders
  • Keep President informed when you have time in your schedule for more work
  • Meet commitments on a timely basis or ask for help from President or team via e-mail
  • Work independently on a flexible schedule between 8AM and 6PM, Monday-Friday
  • Respond to e-mail requests & texts within 24 hours
  • Enter time in Ebillity in accordance with the Time Reporting Procedure
  • Keep Outlook calendar current with obligations
  • Present QuickBooks or bookkeeping training programs
  • Be punctual

Work Space

  • The Dealership – an Incubator in Shaker Heights for small businesses has a nontraditional office vibe

  • We work around a big table or stand up desk where you plug your laptop in to multiple screens to work efficiently, first come first serve for your seat

  • You pick your computer - either a solid-state Dell larger screen or a Microsoft Surface

  • Your company provided backpack or briefcase are your office

  • Walking distance to Heinen’s and Shaker Town Center



  • QuickBooks, Accounting, Finance, and Bookkeeping experience
  • Experience managing a team
  • Strong analytical and problem-solving skills
  • Ability to learn new software quickly and have a love for numbers
  • Computer savvy and familiar with Mac and Windows
  • Expert knowledge of Microsoft Office, a plus
  • Strong time management, communication and administrative skills
  • Detail oriented
  • Enjoy working with people and a team
  • Ability to work at a fast-pace
  • Lifelong learner
  • Must be able to pass a background check (including credit check)
  • Smoke-free workplace


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