Treantly

Operations Manager

Treantly Philippines 1 day ago
operations

1. Daily Operations & Workflow Management

  • Oversee the entire job cycle from Lead → Booking → Payment → Installation → Follow-up.
  • Ensure jobs are:
    • Scheduled correctly
    • Paid before installation
    • Documented with photos and signatures
    • Verified through checklists to prevent technician errors

2. Team Management

  • Manage the following team members:
    • Virtual CSR
    • Sales VA
    • Marketing VA
    • Technicians (via processes)
  • Create daily task lists for each role.
  • Hold the team accountable to KPIs.

3. Money & Payment Control

  • Ensure the following:
    • Payments are collected before installation
    • Invoices match vehicle and glass specifications
    • Cash is counted and logged
    • Credit card authorization is completed
    • End-of-day reconciliation is performed

4. Systems & Structure Development

  • Build and maintain the following systems:
    • CSR scripts
    • Tech checklists
    • Photo documentation procedures
    • Warranty process
    • Return parts process
    • Supplier ordering system

5. Growth Support

  • Collaborate with Marketing and Sales to:
    • Track lead sources
    • Improve the close rate
    • Follow up on estimates
    • Increase repeat customers

Daily Tasks:

  • Review the schedule for the next day
  • Confirm all parts are ordered
  • Verify payments for today’s jobs
  • Check photo uploads
  • Audit completed invoices
  • Support CSR with customer issues
  • Update the KPI dashboard

Weekly Tasks:

  • Prepare payroll
  • Reconcile suppliers
  • Review technician performance
  • Provide sales follow-up reports
  • Review marketing performance

Monthly Tasks:

  • Review profit margins
  • Identify areas for process improvement
  • Refresh training materials
  • Negotiate with vendors

Requirements

  • Strong English communication skills
  • Experience with CRM systems, Google Workspace, and invoicing systems
  • Process-driven mindset
  • Firm but respectful leadership style
  • Detail-oriented and highly organized

Benefits

  • Opportunities for growth and advancement
  • Competitive compensation package, including HMO
  • 24 days of paid time off, including US holidays and vacation
  • Full-time (40 hours per week)
  • Remote (Philippines-based)

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