Revenue Operation Specialist

Performix•Pleasanton, CA

1d•Remote

About The Position

Client is seeking highly motivated, detail-oriented Revenue Specialists to support strategic revenue acceleration and backlog optimization initiatives across the service organization. Assigned to a specific region, this role focuses on analysing backlog, supporting order management processes, removing operational barriers to revenue recognition, and ensuring order readiness through accurate data management and cross-functional coordination. The Revenue Specialist serves as a key operational resource responsible for investigating aging orders, validating data across multiple systems, supporting backlog reduction efforts, and facilitating communication between Planning, Operations, Finance, Sales, and Service teams. This position requires strong analytical capabilities, exceptional data entry accuracy, and the ability to manage multiple priorities in a fast-paced environment.

Requirements

Strong data entry skills with exceptional attention to detail and data accuracy.
Experience working with CRM and ERP systems; Salesforce experience highly preferred.
Experience navigating Oracle, SAP, Salesforce, BFO, or similar enterprise systems.
Strong analytical, problem-solving, and investigative skills.
Intermediate to advanced Microsoft Excel skills.
Experience working with operational data, reporting, and business process analysis.
Excellent verbal and written communication skills.
Strong organizational skills and ability to manage multiple priorities.
Ability to work independently while collaborating across multiple functions.

Nice To Haves

Service operations, customer support, or order management experience.
Exposure to Oracle ERP and enterprise business systems.
Experience with revenue optimization, backlog management, project analysis, or operational reporting.
Familiarity with scheduling, order fulfillment, and service delivery processes.
Experience using Microsoft Copilot or other AI productivity tools.
Background supporting cross-functional operational teams.

Responsibilities

Analyze regional backlog and identify opportunities to accelerate revenue recognition and project completion.
Perform high-volume, accurate data entry and maintenance within Oracle, SAP, Salesforce, BFO, and other business systems.
Review system notes, work orders, sales orders, shipment information, credit holds, and project records to identify and resolve process delays.
Support Date Order Management activities by maintaining accurate service order and customer data.
Investigate aging projects, service orders, shipment delays, schedule constraints, and operational bottlenecks.
Coordinate with downstream planning and operational teams by providing accurate order, scheduling, and project readiness information.
Monitor shipping dates and order status updates to support scheduling readiness and service execution.
Confirm planned service dates with customers for services that have already been scheduled.
Provide light customer interaction regarding service date confirmations and order status updates.
Generate recurring reports, dashboards, and operational insights related to backlog, project status, and revenue opportunities.
Drive actions that support backlog reduction, work-order acceleration, and project closure.
Utilize Microsoft Copilot and AI-powered tools to improve productivity, reporting, and analysis capabilities.
Document findings, best practices, and process improvements to support operational knowledge management.
Ensure data accuracy and integrity while identifying issues requiring escalation and resolution.
Collaborate effectively with Planning, Operations, Finance, Sales, Service, and Customer Support teams.