About this position
Position Summary
The Revenue Operations Specialist supports accurate billing, data management, and financial processes by maintaining customer and contract information, processing credit memos, and ensuring timely month‑end invoicing. The role performs Excel-based reconciliations, assists with cash applications and payment processing, and coordinates with customers and internal teams to resolve billing issues. Strong attention to detail, proficiency in Excel, and experience with systems like Salesforce and NetSuite are essential. This is a full‑time, remote role operating on Eastern Time.
Roles & Responsibilities
- Billing & Data Management
- Follow structured Standard Operating Procedures (SOPs) to ensure accurate data entry and financial processing.
- Enter new customer details, renewals, and contract amendments in Salesforce, ensuring readiness for month-end billing.
- Process and validate credit memo entries, ensuring proper audit documentation is included before approval.
- Input and maintain Frequence contract details in the Frequence platform post-signing.
- Maintain and update tracking spreadsheets for contract billing schedules and ensure monthly invoicing accuracy.
- Reconciliation & Audit Support
- Conduct Excel-based IO reconciliations at month-end using reconciliation templates.
- Review contract rates, flag discrepancies, and collaborate with the Billing Analyst to resolve issues.
- Customer & Internal Communications
- Respond to customer inquiries, confirm investigation of requests, and provide necessary documentation.
- Work closely with internal teams to ensure billing accuracy and resolve discrepancies in a timely manner.
- Accounting & Financial Processes
- Assist with cash application and ensure proper posting of payments.
- Support EBizCharge credit card processing and related payment tasks.
- Apply credit memos and send updated invoices to customers.
- Assist with preparing CSV files for NetSuite input and other ERP-related tasks.
Qualifications
- At least 2 years of experience in accounts receivable, quote-to-cash, or a similar finance role, preferably in high-growth SaaS, subscription, or enterprise environment
- Experience in Revenue Operations, Billing, or Accounting
- Proficient in Excel (pivot tables and VLOOKUP), comfortable with reconciliations and data validation
- Detail-oriented and process-driven, able to follow workflows and flag inconsistencies
- Critical thinker, able to identify issues and escalate when needed
- Strong verbal and written communication with customers and internal teams
- Salesforce experience is a plus (data entry, customer management, billing)
- Experience with NetSuite for reporting and revenue tracking
- Background in billing, invoicing, and revenue recognition
- Familiar with EBizCharge or credit card payment processing
- Experience with month-end reconciliations and financial audits
- Available to work from 9:00 am – 6:00 pm Eastern Time, Monday to Friday
- Work arrangement: fully remote, but may be required to report onsite if necessary
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All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, ethnicity, age, disability, marital status, or any other characteristic protected by law.
Genfinity as an Equal Opportunity Employer, believes in each person’s potential, and we’ll help you achieve yours.
All information will be kept confidential according to EEO guidelines.
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