Revenue Operations Specialist
About The Position
The Revenue Operations Specialist is responsible for end-to-end billing and invoicing for large corporate and enterprise customers. This role owns the accuracy, timeliness, and professionalism of customer invoicing, serving as a key liaison between Finance, Sales, Client Care, and external customer stakeholders. This individual will manage high-volume, high-dollar, and contractually complex billing arrangements, including custom pricing, multi-entity structures, and customer-specific invoicing requirements. The role requires strong attention to detail, sound accounting judgment, and excellent communication skills.
Requirements
- Bachelor’s degree in Business, Finance, Analytics, Operations, Marketing, or a related field (or equivalent experience).
- 2–4 years of experience in Revenue Operations, Sales Operations, Business Operations, or a related role.
- Hands-on experience with CRM systems and reporting tools.
- Strong Excel skills (pivot tables, formulas, data analysis).
- Experience with ERP or billing systems (e.g., NetSuite, Salesforce, or similar platforms).
- Hands-on experience billing enterprise or large corporate customers with complex contractual terms.
- Strong attention to detail and ability to manage multiple priorities with tight deadlines.
Nice To Haves
- Hands‑on experience using NetSuite and Salesforce (or similar ERP/CRM systems) to support billing, contract management, customer data accuracy, and revenue reporting preferred.
- Experience supporting finance or revenue operations in a private equity‑backed company, including comfort with fast‑paced growth, evolving processes, and heightened expectations around reporting, controls, and execution.
- Prior experience in legal services or another heavily regulated environment, with familiarity navigating strict contractual requirements, documentation standards, and audit or compliance expectations.
Responsibilities
- Prepare, review, and issue accurate and timely invoices for assigned enterprise and strategic accounts in accordance with customer contracts, orders, and internal policies.
- Ensure invoices comply with customer-specific requirements (PO references, formatting, supporting documentation, billing portals, etc.).
- Partner with internal stakeholders to resolve discrepancies prior to invoicing and proactively address potential billing issues.
- Interpret and operationalize customer contracts to ensure billing aligns with contractual terms and revenue recognition policies.
- Support revenue assurance by identifying billing risks, revenue leakage opportunities, and process gaps.
- Collaborate with Accounting to support month-end close activities, including AR reconciliations and audit support.
- Serve as a point of contact for enterprise customers on billing-related inquiries and dispute resolution.
- Work closely with Sales, Account Management, and Customer Success to onboard new enterprise customers and implement billing processes.
- Provide clear explanations of invoices and billing structures to both internal and external stakeholders.
- Identify opportunities to improve billing efficiency, accuracy, and scalability, particularly as enterprise volume grows.
- Help document billing procedures and contribute to standardized revenue operations workflows.
- Support reporting related to enterprise billing performance, unapplied cash, and aged receivables in coordination with AR.
Benefits
- Remote work opportunities
- Medical, Dental, and Vision coverage
- Paid Time Off (PTO)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
1-10 employees
