Revenue Operations Coordinator
Pali Mountain
- Running Springs, CA
- $40,000-150,000 per year
- Permanent
- Full-time
- Manage collections activities, including tracking outstanding payments, following up on overdue accounts, and coordinating with clients to resolve payment issues while minimizing revenue loss.
- Handle billing questions from clients and internal teams, investigating discrepancies, preparing accurate invoices, and ensuring timely and correct billing processes.
- Address questions around contracts, such as terms, amendments, and renewals, collaborating with legal and sales teams to provide clear explanations and facilitate smooth contract execution.
- Respond to administrative inquiries related to revenue operations, including data entry, record maintenance, and documentation management in systems like CRM or ERP tools.
- Assist clients in navigating the payment process, providing guidance on payment methods, troubleshooting issues, and ensuring a seamless experience from invoice to receipt.
- Support the completion of contracts by reviewing documents for accuracy, coordinating signatures, and tracking progress to ensure timely closure and revenue recognition.
- Serve as the primary contact between program teams and the sales department when questions arise about contracts, services, payments, or other inquiries.
- Ensure compliance with company policies, legal requirements, and industry standards related to billing, contracts, and collections, including verifying client eligibility and payer requirements where applicable.
- Collaborate with cross-functional teams (e.g., sales, finance, legal, and customer success) to identify process improvements, resolve issues, and optimize revenue operations workflows.
- Conduct data analysis to identify trends in billing, collections, and contract performance, using tools like Excel or CRM systems to support decision-making.
- Participate in quality assurance checks, productivity audits, and training sessions to maintain high standards and remediate any process gaps.
- Monitor and update revenue tracking tools, diaries, and dashboards to ensure all necessary information is captured for accurate payment and contract processing.
- Provide backup support for related roles, such as enrollments or order processing, and respond to customer requests in a timely manner.
- A detail-oriented problem-solver who can resolve billing discrepancies, contract questions, and overdue accounts.
- Highly organized and proficient with administrative tasks, data entry, and documentation management.
- An effective communicator who can clearly explain complex billing and contract details to both clients and internal teams.
- A customer-service professional experienced in guiding clients through payment and contract processes.
- Knowledgeable in revenue operations, with a solid understanding of the end-to-end revenue cycle.
- A proficient user of CRM or ERP tools, capable of using data to track performance and identify trends.
- A collaborative team player who can work with multiple departments to improve processes.
- A stickler for compliance, ensuring all activities adhere to company policies and legal requirements.
- Eager to learn and focused on continuous improvement through quality assurance and training.