Finance & Operations Coordinator

COMPANY OVERVIEW:

At Relitix, we’re building the future of data intelligence for residential real estate brokerages. From our headquarters in Lake Geneva, Wisconsin, we serve many of the largest and most respected brokerage organizations in North America with tools that turn messy data into meaningful insight.

Our platform helps brokerages understand their markets, recruit and retain top agents, and make smarter business decisions. We’re now entering the next stage of our evolution — developing digital coworkers who will fundamentally change how the real estate industry manages and monetizes its data.

We’re a founder-led, product-driven company that believes in building great tools, not bureaucracy. Our team is small but highly capable — engineers, data scientists, and client success leaders who take ownership and move fast. We use the Entrepreneurial Operating System (EOS) to stay focused, disciplined, and accountable, and we genuinely live it: clear Rocks, open communication, and no drama.

Working here means you’ll have real impact. You won’t be one of hundreds of back-office employees — you’ll be part of a tight-knit team where your systems, ideas, and improvements are noticed and appreciated. We value curiosity, precision, and a sense of humor.

Our Lake Geneva office is a beautiful, relaxed, small-town setting with a professional pace and real collaboration. We’re hybrid — three days in the office to connect, two days remote for focused work. It’s a rhythm that keeps us productive and human.

At Relitix, we’re not just building software. We’re building the data backbone of an industry that employs millions and moves trillions. Come join a company that’s doing work that matters — with people who love what they do and take pride in doing it well.

POSITION SUMMARY:

The Finance & Operations Coordinator is the organizational heartbeat of Relitix — the person who keeps our financial systems accurate, our office humming, and our team supported. This role reports directly to the CEO and works closely with leaders in Client Success, Product, and Sales to make sure our fast-growing SaaS business runs smoothly day to day.

You’ll wear many hats — part bookkeeper, part project coordinator, part office manager — and you’ll be deeply trusted with the details that keep the company functioning. One day you might be reconciling payments in QuickBooks Online, updating ARR reports, or running payroll through our PEO, and the next you might be coordinating travel for a conference or making sure our Lake Geneva office is ready for a team strategy day.

This is an ideal role for someone who enjoys structure, loves getting things done right, and takes pride in being the person others rely on. You’ll have a hand in everything from cash flow tracking and vendor management to process documentation, office organization, and team logistics. You’ll also help shape the rhythm of our in-office culture — ensuring that our three in-office days each week (Tuesday through Thursday) are well-organized, collaborative, and enjoyable.

We’re looking for someone who’s hands-on, detail-oriented, and eager to grow with us as we scale. You’ll be the kind of person who thrives in a small, high-performing team — someone who values accuracy, enjoys variety, and finds satisfaction in knowing that when things run smoothly, you had everything to do with it.

RESPONSIBILITIES:

Financial Operations

• Manage day-to-day bookkeeping in QuickBooks Online, including accounts payable, receivable, and expense categorization.
• Reconcile Zoho Billing, Stripe, and bank/ACH transactions for accurate monthly reporting.
• Assist in collection of past-due accounts and resolve payment issues with clients.
• Prepare weekly cash flow reports and assist with forecasting and budget tracking.
• Support the CEO in creating monthly and quarterly financial packages for internal and investor reporting.
• Coordinate payroll and benefits administration through the company's PEO; ensure employee data accuracy and compliance.

Office & Administrative Management

• Serve as the owner of the Lake Geneva office — ensuring it's stocked, organized, and running smoothly three days a week.
• Coordinate office vendors, supplies, deliveries, maintenance, and technology needs.
• Manage schedules for in-office meetings, visiting clients, and company gatherings.
• Plan occasional team lunches, events, or meetings to build connection and culture.

Operational Systems & Processes

• Create and maintain operational checklists and documentation for finance, HR, and administrative workflows.
• Support onboarding/offboarding processes (accounts, benefits, hardware, etc.).
• Track and renew company insurance policies, software licenses, and compliance requirements (e.g., MFA enforcement).
• Identify opportunities to automate or streamline repetitive tasks using tools like n8n, Zapier, or Zoho automations.

Team & Leadership Support

• Provide general support to the CEO and leadership team — scheduling, travel logistics, vendor research, and meeting prep.
• Assist with internal reporting and data requests from sales, product, and client success.
• Be a trusted, reliable point of contact for team members needing operational help.

Culture & Presence

• Model a professional, positive, and reliable presence — setting the tone for in-office collaboration.
• Help maintain a culture of accountability and follow-through consistent with our EOS/Traction principles.
• Ensure that the office is a place people look forward to coming to — organized, welcoming, and productive.

QUALIFICATIONS:

• 3+ years of experience in bookkeeping, finance operations, or office administration in a small business or SaaS environment.
• Proven proficiency with QuickBooks Online, including reconciliations, journal entries, and financial reporting.
• Hands-on experience with billing or invoicing systems (Zoho Billing, Stripe, or comparable).
• Solid understanding of cash flow, accounts payable/receivable, and expense management principles.
• Demonstrated ability to manage and organize an in-office environment, including vendor coordination and supply management.
• High attention to detail and accuracy — the ability to spot inconsistencies and proactively resolve them.
• Technology-savvy and process-minded, with strong proficiency in Excel or Google Sheets and the ability to learn automation tools (Zapier, n8n, etc.).
• Excellent written and verbal communication skills; professional presence with a service-oriented mindset.
• Availability to work in the Lake Geneva office three days per week (Tuesday–Thursday) and remotely two days per week.
• Authorized to work in the United States without sponsorship.

COMPENSATION & BENEFITS:

Annual Salary: $40,000 - $55,000 based on experience

Benefits:

• Paid time off such as PTO, sick days, and vacation days
• Health insurance
• Dental insurance
• Vision insurance
• Healthcare spending or reimbursement accounts, such as HSAs, FSAs, and HRAs
• Workplace perks such as recreation activities, food and coffee, and flexible work schedules

Location: Lake Geneva, WI

Job Type: Full Time, Hybrid

Schedule:

• In office Tuesday - Thursday
• Work from home Monday/Friday