Revenue Operations Coordinator

Resource CenterDallas, TX
15h

About The Position

The Revenue Operations Coordinator captures, validates, and imports revenue and donation data from medical records, billing systems, insurance carriers, donor/payment platforms, and other sources into the agency’s accounting system (file imports or direct API transfers). This role maintains Accounts Receivable subledgers, supports month-end revenue and receivable data capture, and helps ensure accurate, timely revenue recognition within the department’s month-end close schedule.

Requirements

  • Strong process and time-management skills with close attention to detail and accuracy.
  • 1–3 years’ bookkeeping, accounting, revenue operations, or related data experience preferred (or equivalent).
  • Proficiency in Microsoft Excel (VLOOKUPs, pivot tables, data cleanup) and other Microsoft Office tools.
  • Comfortable working with large datasets and repetitive month-end tasks.
  • Strong written and verbal communication; able to partner with IT and program staff.

Nice To Haves

  • Experience with Sage Intacct, medical billing/insurance claims, APIs, or data import automation is a plus.

Responsibilities

  • Export, clean, validate, and import monthly medical, insurance, and donation revenue files in approved formats.
  • Verify coding and data accuracy before import and implement corrections as directed.
  • Monitor, troubleshoot, and support automated API or file transfers; escalate issues to IT or program staff as needed.
  • Maintain Accounts Receivable subledgers (customer name, ID, address, balances, and other key fields).
  • Reconcile AR subledger accounts and assist with month-end close activities to meet deadlines.
  • Make adjustments to revenue and receivable records per the manager's instructions and internal controls.
  • Coordinate with program and IT teams to resolve discrepancies and improve export/import quality.
  • Document processes, suggest improvements, and help implement more efficient revenue capture workflows.
  • Support revenue analysis, special projects, and other tasks assigned by the Revenue Cycle Manager or CFO.
  • Develop and maintain knowledge of key accounting controls for Accounts Receivable, Revenue, and Cash.
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