Revenue Operations Specialist

Full-time

Description

Overview

We are seeking a detail-oriented and proactive professional to manage all aspects of our customer invoicing, pricing administration, and credit/refund resolution. This role plays a critical part in ensuring accurate revenue capture, smooth customer experience, and compliance with U.S. alcohol industry regulations.

Key Responsibilities

Invoicing & Billing

• Prepare, issue, and track all customer invoices in ERP/accounting system (e.g., NetSuite, SAP, or equivalent).
• Ensure invoices comply with federal and state alcohol regulations, including correct excise taxes, distribution rules, and state-by-state requirements.
• Reconcile daily/weekly invoicing activity with sales orders, shipments, and distributor reports.

Pricing & Updates

• Maintain and update customer price lists, promotional pricing, and volume discounts across ERP and customer portals.
• Coordinate with Sales and Finance teams to ensure timely communication of price changes.
• Audit pricing accuracy regularly to minimize revenue leakage.

Credit & Refund Management

• Investigate and resolve customer credit requests, chargebacks, short-pays, and refund claims.
• Analyze root causes of disputes and recommend process improvements.
• Work with Finance and Sales to enforce credit policies and ensure timely resolution.

Compliance & Reporting

• Ensure all invoicing and pricing practices align with federal/state alcohol regulations, three-tier system rules, and company policies.
• Generate reporting on invoice accuracy, collections status, and credit/refund trends for management.
• Support month-end close by reconciling accounts receivable and invoicing data.

Qualifications

• Bachelor’s degree in accounting, Finance, Business Administration, or related field (preferred but not always required).
• 2–4 years of experience in invoicing, billing, or pricing operations; prior experience in alcohol/beverage, CPG, or distribution a plus.
• Strong understanding of ERP/accounting systems (NetSuite, SAP, Oracle, or similar).
• Familiarity with U.S. alcohol industry compliance requirements (excise tax, state distribution, three-tier system) highly desirable.
• Excellent Excel/data analysis skills.
• Detail-oriented, organized, and able to balance multiple priorities under tight deadlines.
• Strong communication and customer service skills to resolve invoice/pricing issues professionally.