Revenue Operation Specialist

Description:

·        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.

Key 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.

Required Qualifications

·        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.

Top 3 Skills:

·        Strong Data Entry, Reliable as they will work from home, preferred candidates are those already with ERP, ORACLE And Salesforce experience.

Preferred Qualifications

·        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.